Our individual tax returns are billed by the form. Based on industry standards we can closely approximate the time required to prepare each form and schedule to give a set cost to our clients. Businesses are billed hourly. Our invoice is included with the tax return. Consulting and bookkeeping services are billed monthly. We require payment upon receipt. We accept cash and checks as payment.
We are available during normal business hours, which are 9:00 to 5:00, Monday through Friday. We have extended hours during tax season. We would be happy to make special arrangements for evening or weekend consultations.
We will spend up to one full hour with you, at no charge, going over the return in question. After that, our regular fees apply.
We require basic background information from all individual tax clients in the form of a two-page questionnaire that is composed of "yes" and "no" questions. Certain answers to those questions determine if additional information is needed. We provide client organizers to any individual tax client who finds it helpful in compiling their tax materials. The organizer provides data contained on their prior year return, as a guide.
We prefer that businesses and organizations provide materials that have been compiled by an accounting software program, but we have taken data in almost every imaginable form. Contact us with questions about specific software packages.