How do you bill for your services?

Our standard billing procedure is to bill monthly. We require payment upon receipt. All standard forms of payment are accepted.

What hours are you available?

We are available during normal business hours, which are 8:00 to 5:00, Monday through Friday. We would be happy to make special arrangements for evening or weekend consultations.

What role do you play if the IRS audits me?

When you receive a notice from a regulatory agency about your tax filings, you have limited time to comply with the request. The volume of data you could be asked to produce might seem overwhelming. 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. You never have to worry about dealing with the IRS alone, we can help you mitigate and prevent tax compliance issues. We can even assist clients with late or incorrect tax filings, audit notices and/or other regulatory concerns they may encounter regarding a return that was filed prior to becoming a client.

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. We provide our clients with a proforma tax organizer annually for your convenience. Contact us with questions about specific software packages.