Frequently Asked Questions:

How do you bill for your services?
Our standard billing procedure is to bill monthly based on the time spent on the engagement. We require payment upon receipt of the bill.

What hours are you available?
We are available during normal business hours, which are 8:30 to 5:00, 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 provide individuals with an organizer to fill in important tax information. We ask that tax documents such as W-2's and 1099's be provided to us for input into the tax return.

For businesses, 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.