FAQs

How do you bill for your services?

Our standard billing procedure is to bill monthly. Our fees are generally determined using our standard billing rates for the specific personnel that perform the services. We require payment upon receipt. All standard forms of payment are accepted including credit cards. We bill for individual income tax preparation services upon completion of the income tax returns.

What hours are you available?

We are available during normal business hours, which are 8:00 to 5:00, Monday through Friday. Beginning April 15th and through December 31st we close the office at noon on Fridays. We are also happy to make special arrangements for evening or weekend appointments.

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. If you desire, we can represent you, accompany you, or assist you with communications and meetings with the appropriate authorities.

How much and what kind of preparation do you need for my return?

We  prefer that your materials be organized and we have blank questionaires and worksheets to assist you in preparing the necessary documentation. But we have taken materials in almost every imaginable form. Contact us with questions about specific software packages or documents that you may possess.