Do you charge for consultations?

We do not charge new clients for the first meeting (scheduled for 1 hour, Consulation rate applies after 1st hour). Existing client meetings are billed with the tax return preparation.

How do you bill for your services?

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

What hours are you available?

We are available during normal business hours, which are 8:00 to 5:00, Monday through Friday, January through mid-April and mid-August through September.

In the off-season months the office is open 8:00 to 3:00, Monday through Thursday and 8:00 to noon on Fridays so that our staff can enjoy family time and a break from the long hours of spring and fall tax seasons.

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 in a computer accounting program, but we have taken materials in almost every imaginable form. Contact us with questions about specific software packages. 


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