- Our service is more than filling numbers in on a tax form.
- Your tax return is prepared and reviewed to ensure accuracy by a CPA.
- Clients have the option of meeting with their CPA, dropping information off or having a telephone conference to complete their tax return or do financial planning. We do our best to accommodate our clients and realize their time is valuable.
- Tax planning and strategy will be discussed to minimize your tax liability for the current and upcoming year.
- Retirement, financial and estate planning is available.
- Our services and fees are tailored to meet your individual needs.
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The product we sell is our time and expertise. Our fees are normally based upon hourly rates and vary depending on CPA professional, time and complexity invested in the completion of the tax return, and any supplementary accounting or bookkeeping necessary to complete the return.
Telephone conferences are based upon the hourly rate of the CPA or staff accountant that is assisting you.
It is recommended that you discuss your fees with your CPA or the office manager prior to engaging in services. It is our desire to ensure your satisfaction and understanding of our billing procedure.
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