Many potential clients find us having never hired an accountant before. Here's a few commonly asked questions:
It really varies. Some clients claim their returns are complex and when the documents come in they're fairly straightforward. Other clients believe their returns are simple, and then present us with many additional documents or transactions not mentioned in the original quote.
For that reason, we typically quote a range. This range varies based on length of consultation, the number of follow-up calls and emails for missing information, and length of time to prepare the return. Obviously, the more organized a client is, the lower their total invoice ends up being.
That shouldn't dissuade the less-organized from calling us. We know hiring someone else to prepare returns isn't an easy decision, and all clients should realize that we do bill for our time.
We ask for a $500 - $2,500 deposit at the first meeting. We accept credit cards, debit cards, checks and cash.
We attempt to have all individual tax returns complete within seven business days after all documentation requested has been delivered to the office in person or electronically. What often happens is that we send a list of ten missing items, a client responds immediately with seven, and then a follow-up a week later wondering if their project is complete. Delivery of all documents at once after requested also speeds up the filing process.
Absolutely! We have clients located all over the globe, and can handle the entire process for you electronically. We are always available by text, phone, or video chat during business hours. Clients on retainer typically receive response to text messages within one hour or less.
No, by law all preparers must have a signed 8879 in order to electronically file a tax return on behalf of a client. Some states also have an additional electronic signature form.
We do not offer payment plans, and all returns must be paid for in full at pick-up or delivery.
We do not, we feel the loans are not a good value for our clients. If direct deposit is used, many clients can receive their refunds in around seven days, with no additional cost.
We do not offer consultations without tax return preparation. Our goal is to build long-term relationships with our clients.
At this time, we do not offer discounted services. However, we have a list of agencies that do offer free and discounted work for low-income clients. Our standard hourly and fixed fee rates are lower than most local firms to provide an already affordable rate for our clients.
Yes, we handle tax filings and audit/representation issues in all 50 states. I have extensive experience with Oregon, California, New York, Idaho and many other states.
We understand that tax preparation is sometimes an anxiety producing activity, but if you are in the office we do need to treat it as a meeting with us and charge accordingly.
Yes, we have helped many clients with this exact same scenario. Often it is a major life event that triggers the desire to file and get caught up, not just an IRS notice.
You should use an experienced business attorney to get your initial filings and articles created. Once that happens we can tailor an accounting system just for your company and assist with income and payroll tax filings.
We intentionally do not offer these services. Our focus is strictly on tax preparation, tax planning, and representation.
No. And while this means we do not have an attorney-client privledge to abide, we do represent the interests of our clients, not the IRS.
Surprisingly, yes. The laws change continuously which keeps it interesting.