| |
MISSIONARIES ONLY
Why "Missionaries Only"?
As we are also serving our King as missionaries here in the Philippines, we understand and relate to the fact that missionaries are not here simply because the Philippines are beautiful  (and they are), or because it's interesting work for a couple of years, or because it's a wonderful place to retire (missionaries may sometimes tire, but they rarely "retire" ).
And they're certainly not here for the objective of making big $$$. Most, if not all, missionaries are serving sacrificially, having given up homes, familiar culture, families and money making opportunities for a much higher calling- that of service to their King. So, our hats go off and our hearts go out to fellow missionaries, and as God enables us to be of service to them, we will do so with what He has given us.
Below is a list of services offered. Don't be shy. If there is something else- not listed, that you need assistance with, especially if it has to do with financial, legal, or business services, or shipping and other logistical challenges, please do not hesitate to ask. Chances are good that if we don't know the answer, we can find out. God allowed us to have a multi-faceted background prior to bringing us here- now perhaps He wants to use it to bless some of His other children.
MISSIONARIES ONLY DISCOUNTED FEE SCHEDULE
| Service | Fees | | General consulting- financial or ministry: | USD $ 75/hr
| | Specific consulting (eg: Investment advisory services, Strategic repositioning of assets, IRS tax dispute issues, advice concerning specific insurance/annuity/retirement plans): | 145/hr | | Preparation of documents (Quit Claim Deeds, Life Insurance loans/ assignments/ changes, Promissory Notes, Legal letters, etc (unless specifically covered elsewhere): | 95/hr | Tax Assistance- (Expat tax returns are complex, and many different things must be considered. For the self-employed or personal services expat, it's even more complex, as special rules apply for profit and loss and self-employment taxes. Although there has recently been a proliferation of "Do it yourself tax programs," we do not recommend that expats and self-employed individuals use these to prepare their own tax returns. They're great for insuring mathematical accuracy, but not for telling you what deductions you may or may not take, or for searching out sometimes "hidden" deductions. What you miss (or misreport) can easily cost you hundreds, or even thousands of dollars on one hand, or trigger an IRS audit on the other. (Note: In unique situations
where we need to devise and employ a specific tax strategy in order to
minimize taxes or maximize returns, our fees will be based on the tax
savings realized, at a rate of 15-40% of total savings. Alternatively, a
client may elect, in advance, to opt for our services based on our
hourly rate for specific consulting situations.)
We offer a no-obligation review- if we can't help you, we don't want your money.  ) | | Ultra Basic (Form 1040A or 1040EZ): | $ 69 | Basic (Forms 1040, 2555 (1), plus other simple Forms/Schedules):
| 149 | Additional Forms/Schedules, as required (as these vary widely in scope and complexity, our charges are based on our standard hourly rates): | 75/hr
| State tax returns - (standard forms plus non-resident/part-year resident, if needed): | 65 | Amended returns (for refunds) (Note: These are "optional" amended returns filed for the primary purpose of obtaining refunds, rather than correcting one or more serious errors. As this is primarily a "fishing expedition," we can either offer our skills at a special consulting hourly rate, or participate in the "expedition" in exchange for a percentage (25-50%, depending on size and complexity) of the "catch." We will review past or present year (if already filed) returns both for errors and missed deductions and credits. As before, we will continue to provide a free evaluation to our fellow missionary clients. Our objective is to take advantage of all legal deductions and credits, and to find money for you that you either didn't know was there or didn't know how to get.):
| 250/hr
(N/A if done on Joint Venture basis) | Amended Returns (to correct serious error(s)):
| 75/hr | Electronic Filing - federal: | 15 | Electronic Filing - state (where available): | 15 | | | | | FAFSA Assistance - general consulting (including review of completed forms): | $ 75/hr | - form preparation (can vary with each situation)
| 75/hr | | | | | Consulting and Preparation of Estate Planning Documents (Disclaimer: we provide this as a consulting and drafting service only. The fees stated should be taken as guidelines only, representing our fees (discounted) for what we believe to be an average amount of time required to discuss your situation and to prepare, if so desired, documents appropriate for your circumstances. (Note: You should always have your documents reviewed by an estate planning attorney licensed in the jurisdiction for which their use is intended. We do, however, guarantee our work. If it's not right for your jurisdiction, we will make changes recommended by your reviewing attorney at no additional charge.)) | | Basic Will - single person, no minor children, no complex bequests | $ 89 | | - husband & wife, no minor children, no complex bequests | 149 | | - husband & wife with minor children, testamentary trust (if desired) | 199 | Power of Attorney (Special, general, or Health care): | 49 | Irrevocable Life Insurance Trust (note that husband and wife should have separate trusts so that each can act as trustee for the other's trust): | 469 | Charitable Trust (requires 3rd party involvement): | 2499 | Living Trust and ancillary documents (we include Pour-over wills, Trust Abstract, Durable General Powers of Attorney, Health Care Powers of Attorney, and an Abstract of your Trust) (Note: we recommend a separate trust for all titleable property sited within the Philippines, such as bank accounts and vehicles, and are now including such at no additional charge for missionaries.): | | Single person, no children | $ 369 | Single person, children | 469 | Husband & wife - "A" Trust (no children): | 569 | | - "A-B" Trust (best for couples with children): | 749 | - "A-B-C" Trust (best where one spouse or both have children from a prior marriage): | 899 | | - "A-B" or "A-B-C" Trust will Special Needs provision: | 999 | | | | Assistance with visa extensions and conversions. Our objective here is twofold:
1.) to take the hassle and frustration out of dealing with the Bureau of Immigration, and 2.) getting your processing done as quickly and as economically as possible. Accordingly, we assist with the entire process, to include pickup and delivery of your passports and documents (Metro Manila only), applications, photos and necessary notary stamps.
In some cases, we can additionally assist with getting authentication of your non-Philippines original documents. Even with 9(g) conversions, our goal is to complete the process, once all documents are properly submitted, within six weeks or less. (NOTE: fees listed here include our service fees and our best estimates of facilitation and super-expediting fees, which are subject to change without notice. They do NOT include standard Bureau of Immigration processing fees. Also note that additional services such as procurement of SEC documents, NSO documents, preparation of credentials, and assistance with obtaining Philippines consulate authentications will be invoiced separately at the extra-discounted rate of $45 per hour.) | In PhP | 9(a) (visitor's visa) extension - single: | 5000 | | - each additional family member | 1125 | 9(g) (Missionary) - Conversions - individual (Note: For 2 year visas add P10,000, P15,000 for three years (where possible)): | 22,000 | - families (add P3500 per dependent for one year, P5500 for 2 years, P7500 for three years):
| 22,000+ | | - Extensions - Individual (for 2 year extensions add P10,000): | 22,000 | | - families (add P3500 per dependent for one year, P5500 for two years): | 22,000+ | I-card renewals and annual reports - Individual: Note: N/C if included with 9g extensions) | 5000 | | - families: | 8500 | | | |
|
|
Note:
Through Lovingkindness Ministries and American Expat Services we are set up to take PayPal payments and donations. Please let us know if this is preferable to you. If so, we will send you a PayPal invoice, as we are not able to set up a shopping cart with so many variables. (We also accept cash and/or bank deposits or transfers, but have found that cash or PayPal is more convenient for the majority of our expat clients.)
-->
|
