Our approach is detailed, thorough preparation and we prefer building long-term relationships with our clients. There's no while-you-wait returns offered here, and we often issue homework to assist you in finding additional deductions. Our goal is to lower your overall tax liability by using every legal method possible.
We aren't the lowest cost option out there, but if you need assistance, we are available year-round and you work with the same person you started with. No calling a software company for help, no need to wait hours on hold for the IRS to answer your call.
As CPAs, we spend hours every year attending tax conferences and continuing education to keep abreast of the latest changes in the code. Quite simply, we love the work we do. Tax Preparation:
The first concern of our clients is typically cost. And we offer two options depending on your level of service needs. All individual tax returns start at $399 and include many basic forms and a consultation. E-filing is included, as are software fees. We give you a paper bound copy of your return at pick-up, and will send a PDF copy to you or others upon your request.
Extra charges are added for self-employment income, rental income, foreign income, real estate sales, K-1 income, additional states, delays in receiving requested documents/reminders, and amended returns.
We offer accounting to assist in the preparation of returns but do not offer monthly bookkeeping, accounting, or payroll services. We can refer you to a qualified service provider. We prepare 1099 forms for contract labor, rental, interest and other income.
Our billing rate is $150 per hour for representation, tax planning, and accounting to prepare for filing. We do ask for a $500 retainer at the first meeting that is applied towards your total invoice.