FAQs

FAQs

How do you bill for your services?

We offer a flexible, varied billing system. Corporate and individual tax returns are typically billed at a flat rate after completion of the return. We bill monthly bookkeeping and payroll services at a fixed fee. Fee proposals are submitted prior to engagement commencement for audit and review engagements. Special projects are usually billed as time is incurred and at our standard hourly rates.

What hours are you available?

We are available during normal business hours, 8:00 am to 5:00 pm, Monday through Friday. From January 15 to April 15, you may also contact us on Saturdays, 9 am to 1 pm. If these times don’t work, we would be happy to schedule an evening or weekend appointment.

What role do you play if the IRS audits me?

There are only three people who can represent you in federal tax court: your CPA, your attorney, or an enrolled agent. If you are audited, we will do our very best to explain and defend all details of the returns that we have prepared.

How much preparation do you need for my return?

Here’s a short list that should cover most situations: All W-2’s, 1099 INT’s, 1099 DIV’s, 1099B’s (if stock sales have occurred), 1099 MISC’s (if self-employed), K-1’s, 1098’s for mortgage interest, real estate and personal property tax bills, contribution records, significant medical expenses, unreimbursed employee expenses, investment interest incurred, rental property income & expenses, and farm income & expenses (if applicable).