How do you bill for your services?
We have a flexible and varied billing system. Corporate and individual tax returns are typically billed at a flat rate after completing the return. Monthly bookkeeping and payroll services are billed at a fixed fee monthly. Fee proposals are submitted before 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 regular 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 are not convenient, we would be happy to make an evening or weekend appointment for you.
What role do you play if the IRS audits me?
Only three people 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 returns that we have prepared.
How much and what kind of preparation do you need for my return?
Here’s a shortlist that should cover most situations: All W-2s, 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).