Our fee for our tax services, for the initial engagement (fees are generally subject to annual periodic changes), will be based upon the complexity of the tax returns, taking into account interview and tax research time, skill needed to prepare the return, number of forms and items per form, tax return processing charges, and clerical costs, plus any applicable out-of-pocket costs such as long distance phone calls, postage, and transportation expenses. A non-refundable deposit may be required once the engagement has been accepted. Payment is due and payable upon the completion of your tax returns and before the returns are electronically filed (or prior to when the returns are delivered to you, if the returns are not to be filed electronically). In the event that our statements for fees remain unpaid after 20 days, we reserve the right to charge a re-billing administration fee for each subsequent statement issued, plus interest at the rate of 3.75% per month, to help defray a portion of the additional costs of carrying and administering delinquent accounts. For a full explaination of our collection policy please click here.
A minimum fee of $85 may be charged for each rerun or recalculation due to the submission of additional data by the client after the returns have been completed. Tax return preparation fees referred to above are based on the assumption that the client supplies schedules and expense category totals necessary to enable us to prepare the return. Additional accounting work we need to perform to supply necessary totals or schedules not supplied by the client will be subject to additional charges at our hourly rate in effect at that time.