How do you bill for your services?
Our standard billing procedure is to bill monthly. Fees are charged on an hourly basis. We are always happy to provide an estimate of the anticipated fee and frequently work from a fixed fee or not-to-exceed amount.
What hours are you available?
We are available during normal business hours, which are 8:00 to 5:30, Monday through Friday although we are always happy to make special arrangements for evening or weekend consultations.
What role do you play if the IRS audits me?
We will be available to represent you before the IRS. Normally 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, e-mail requirements and other documents required.
For individual returns, please provide all W-2's, 1099's, brokerage statements and other documents that support income and deductions reported on your return. In addition, if you are a new client we ask that you provide copies of prior years income tax returns.