We have a flexible and varied billing system. Corporate and individual tax returns are typically billed at a flat rate after completion of the return. Monthly bookkeeping and payroll services are billed at a fixed fee on a monthly basis. Fee proposals are submitted prior to engagement commencement for audit and review engagements. Special projects are usually billed as time is incurred and at our standard hourly rates.

There are only three people who can represent you in federal tax court: your CPA, your attorney, or an enrolled agent. If you are audited, we will do our very best to explain and defend all details of returns that we have prepared.

There are only three people who can represent you in federal tax court: your CPA, your attorney, or an enrolled agent. If you are audited, we will do our very best to explain and defend all details of returns that we have prepared.

Here’s a short list that should cover most situations: All W-2’s, 1099 INT’s, 1099 DIV’s, 1099B’s (if stock sales have occurred), 1099 MISC’s (if self-employed), K-1’s, 1098’s for mortgage interest, real estate and personal property tax bills, contribution records, significant medical expenses, unreimbursed employee expenses, investment interest incurred, rental property income & expenses, and farm income & expenses (if applicable).