Frequently Asked Questions: 

What are your fees? 

We charge on a time and materials basis.  Although no two situations are alike, as a point of reference, the minimum fee for an individual return is $400. For businesses, fees will vary depending on your individual business structure and needs. 

Do you have someone work at our office? 

We can if the volume of work makes it more efficient.  And even if we aren’t physically working from your location, we try to visit as often as we can. That’s because it’s important to keep informed of any changes to your financial picture, as these changes may affect your tax return in the coming years. The more we know about your business and the challenges you face, the better we can advise you of how those changes might affect your tax situation.

Do I need to come in for an appointment to have my return prepared?

No. You can drop off your materials and go!  But we like to get to know you, so feel free to make an appointment if you have the time.

What are the benefits of having you prepare my return?

 Have you ever tried to prepare your own taxes?  Sometimes it’s nearly impossible to decipher the questions being asked!  One wrong answer, and you may not be taking full advantage of your situation.  Our job is to stay informed of tax code changes on the federal and state level.  Changes occur every year, and we can help you minimize the tax burden resulting from tax law changes. We will also keep you aware of changes to business deductions, employee tax obligations, state tax law changes and federal tax law changes.  

Plus, we stand behind our work.  The bottom line – what is your time worth?  You can spend endless hours trying to figure it out on your own (and probably still leave money on the table) or you can leave it to the experts.

What do I do if I find out I’m being audited by the IRS? 

Your best bet – have a professional by your side.  We’ll be right there with you, able to answer any questions your auditor may have, and guiding you through the process.