How do you bill for your services?
Our standard billing procedure is to bill monthly or quarterly for clients that are contracted for continuing services. For tax preparation, we require payment upon receipt. For any new clients who come to us for tax preparation or general accounting services, we require a retainer fee of $250 up front. At present, we accept payment by check, credit card or cash. Fee estimates are provided prior to each engagement for all noncontractual services.
What hours are you available?
We are available during normal business hours, which are 8:30 to 5:30, Monday through Friday. We would be happy to make special arrangements for evening or weekend consultations.
How much and what kind of preparation do you need for my return?
We prefer that your materials be in a computer accounting program for business. For individuals we would prefer them to use the firm provided tax organizer to organize their data for tax preparation. However, we have taken data in almost every imaginable form. Contact us with specific questions.
Do you charge for initial consultations?
No. We are happy to meet with you to discuss your professional services needs at an initial meeting, up to 30 minutes at no charge.