  Personal services
We currently offer the following personal services outlined in the bulleted list below.
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- Federal and State Income Tax Returns, current and prior years
- Financial Planning
- Trust & Estate Tax Returns
- Multi-State Income Tax Returns
- Representation with the IRS
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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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