Services & Fees
Pricing subject to change, adjusted to meet individual clients unique needs and discounted when multiple services utilized. We work with all clients to determine how we can work together to meet their tax and accounting needs at a price they can afford. Fees are determined and agreed upon once ALL information is received and prior to beginning any work. Tax preparation fees do not include audit support.
How our fees work:
Unlike many firms we do not charge by the hour or by the form. We provided upfront pricing which means you will know and agree to our fee prior to us beginning any work or you making any commitment. Once we have all or at least all material information required to prepare the return or project we determine our fee based on your unique tax and accounting needs. Fees comes down to the time it will take us to prepare, review and finalize the return or project based on the complexity of the services needed. We ask for 50% of the fee prior to beginning any work and the balance when we provided you with a draft. We DO NOT offer refund anticipation loans.
Tax Return Preparation & Filing
****We provide upfront pricing EXACT fee is determined once we have ALL documents and before we begin any work****
NOTE
these fees do not including bookkeeping services.
There are additional fees for maintaining clients QuickBooks, importing bank transaction, preparing bank reconciliations, going through bank statements, sorting numerous documents and receipts in order to prepare the financial statements (Income Statement & Balance Sheet). This is required to prepare complete and accurate tax returns for businesses. This additional will be separately stated. This is where we can work with you to minimize fees and give you options to make this easier and more affordable for you. We provide tax basis bookkeeping services in house, if needed we will refer to a qualified bookkeeper.
Bookkeeping Service
(We maintain books and records in our office, client received detailed reports)