FAQ’s
What hours are you available?
In the Portland office, general business hours are 8am to 5pm, Monday through Friday, although we are always happy to make special arrangements for evening or weekend consultations.
In the Welches office, hours are by appointment only and primarily on weekends.
When should a new client call for an appointment?
Sooner rather than later. Meeting prior to year-end gives us the ability to plan and take advantage of opportunities that might not be available later.
What is your process for bringing on new clients?
We offer a complimentary meeting to discuss a potential client’s needs and how we can be of assistance. If both parties decide to proceed, documents required to complete the services will be requested.
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-2s, 1099s, 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 3 prior years income tax returns.
Do you outsource any of your services?
No, we do not. All services are performed in-house by Dowsett, Fogg, & Doler, P.C. employees.
How do you bill for your services?
We 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.
When is payment required?
Payment is due upon presentation of the final work product. Invoices remaining unpaid after 30 days will accrue interest at a rate of 1% per month.
What role do you play if the IRS audits me?
We are available to represent you before the IRS. Standard fees apply.
Is my information stored and transmitted securely?
Physical client records are stored on-site in a locked and alarmed building. Electronic records are stored on secure servers in-house, maintained by third-party IT professionals.
Documents containing social security numbers and sensitive financial information can be transmitted via the secure portal on our website, which is compliant with SOC 2 Type II and HIPAA security standards.
What records do I need to keep and for how long?
It is generally recommended that you keep tax returns and all related source documents for 7 years. For large events or transactions (business organizational documents, real estate transactions, home remodels, etc.) it is a good idea to keep records indefinitely.