HOW DO YOU BILL FOR YOUR SERVICES?
Prospective new clients receive an initial 1.0 hour consultation meeting, at no charge to you. All new client engagements require an upfront retainer of 25% of the quoted fee for service. Prices for tax return preparation are on a fixed price arrangement (FPA) basis. Our standard billing procedure is to bill monthly or with the delivery of the tax return. Payment terms are net 15 days. All standard forms of payment are accepted including credit cards. We also offer to set up a monthly payment plans for our business clients to help them improve the management of their cash-flows over time for their FPA with us. Hourly rates for accounting services range from $55 to $110 per hour. Unless performed on a FPA basis, the hourly rate for business consulting, valuations, personal financial planning, and other non traditional services is $200 per hour.
WHAT HOURS ARE YOU AVAILABLE?
We are available between 8:00 a.m. to 6:00 p.m, Monday through Friday, and as needed after normal hours and on weekends. You can always reach us by phone, email, or text. We would be happy to make special arrangements for evening or weekend consultation meetings.
WHAT ROLE DO YOU PLAY IF THE IRS AUDITS ME?
We will spend up to one full hour with you at no charge, going over the return in question with you. After that, our regular fees apply.
HOW MUCH AND WHAT KIND OF PREPARATION DO YOU NEED FOR MY RETURN?
We prefer that your materials be in a computer accounting program, but we have taken materials in almost every imaginable form. Contact us with questions about specific software packages.
