CLIENT RESOURCES

Fees

Tax return fees are based on the complexity of the return, and how well organized and complete the information is I receive from you. At this time, I do not bill “by the form” for tax returns, like some seasonal tax return stores. However, my fees are fair and reasonable, and in line with other independent small tax and accounting firms. I charge different hourly rates depending on what type of services I am providing. No work will begin until I have reviewed your information, given you an estimate for the work, and you agree to proceed.

Any out-of-pocket expenses I incur on your behalf, such as travel expenses, filing fees, computer processing fees,  and postage will be billed at cost.

Fees must be paid before tax returns are released.

Some clients have expressed a desire for a “bundling” of services, where, for a fixed monthly fee, I will handle all the monthly bookkeeping chores, calculate quarterly estimated tax payments, be available for unlimited phone calls and emails, and prepare the annual tax return. If this is a service you are interested in, please give me a call to discuss.

Pay your fees online securely.

I am pleased to offer the flexibility of paying your fees via Intuit Payment Services secure payment network. You can pay via credit or debit card or by check online.