Next Steps
Please read the following about our processes. Then use the form below to send an inquiry and we’ll respond as soon as we’re able.
General Information About Our Process
Prospective Clients & Estimate
Before we begin working together, we will need to determine the nature and complexity of your tax needs and provide you with an estimate of fees. To this end, we ask prospective clients to upload copies of the last three years of filed tax returns.
After submitting the form below, we will send you an invitation to create portal login credentials where you will securely upload the prior year returns. Once we review the uploaded returns, we will respond inside the portal with a fee estimate. This may also include a brief, scheduled phone call to clarify any additional concerns. After approving the fee estimate, we will send you information about the next steps and what to expect.
Portal & Communication PolicIES
Our workload prevents us from taking unscheduled phone calls. Existing clients with consultation needs have access to an appointment schedule.
While we make great efforts to reply quickly, response times may fluctuate due to our firm size and varying schedules. We appreciate your understanding and patience while we ensure all of our clients are being served to the best of our ability.
We care about your security. Please use only the dedicated portal to send sensitive information or documents - do not use email. We are unable to respond to text messages sent to our business phone number.
Working together, you can expect us to ask questions via the portal. It is the client’s duty to respond to our requests in a timely manner as missing information can result in delayed tax returns or reporting.
Minimum Fees & Information Due Dates
Estimated fees for tax preparation are due and payable upon signing the engagement letter. If extra work is ncessary to prepare the return, fees for such work will be due before signing and filing of the return(s).
Bookkeeping fees are due monthly in advance, required to be paid via automatic charge. If out-of-scope or consulting work is necessary, it will be billed separately at an hourly rate.
New clients for the 2025 year can expect minimum estimated fees of the following, which increase based on the complexity of the return and/or bookkeeping work:
Individual returns begin at $850, with Schedule C beginning at $975
Business returns begin at $2,000
Accounting (Bookkeeping) monthly fees begin at $600
Due dates (cutoff) for submitting information to our firm will be sent to all clients at the end of the calendar year via email. These dates are in place to ensure a smooth filing process. If necessary information is sent past the due date, the return will be automatically extended and file placed on hold.
