FAQs

How do you bill for your services?

Our standard billing procedure is to bill monthly for bookkeeping and other business services. We require payment upon receipt. All standard forms of payment are accepted including credit cards.

For tax preparation, we request that you pay promptly upon Authorization to e-file.

What hours are you available?

We are available during normal business hours, which are 8:30 to 5:30, Monday through Friday. We would be happy to make special arrangements for evening or weekend consultations.

What role do you play if the IRS audits me?

We will spend up to one full hour with you at no charge, going over the return in question with you. After that, our regular fees apply.

How much and what kind of preparation do you need for my return?

We prefer that your materials be uploaded to either Smart Vault or Liscio (links to both below), but we have taken materials in almost every imaginable form. Contact us with questions about specific software packages.