Frequently Asked Questions

Frequently Asked Questions

How do we charge for services?

We bill either on an hourly basis or by using value based pricing, determined by the type of project and the level of experience of the team member performing the services.

How do we invoice?

• All professional services other than tax returns are billed monthly or at the completion of the project.
• Tax returns are invoiced upon completion of services. The invoice will be included with your tax documents.

What are our billing policies?

• We expect payment upon receipt of the invoice.
• It is office policy for new tax clients to pay upon completion of the tax return.
• We accept payment via check, credit, and debit cards. We do not accept American Express or Discover.

What to bring to your first meeting?

• Copy of your tax return for the past three years.
• Current backup of your QuickBooks file.