FIRM POLICIES

 

We strive to make each of our client's experience with us professional, fair, efficient, and as pleasant as possible.  To assist in achieving that, we have adopted the following policies:

 

Deadlines - Help keep your filings timely by having all required information in to us with at least two weeks remaining until the deadline.  

 

Copies of returns and other work product - Copies of all finished returns and work product are provided to each client at the time of service.  Help keep your fees down by using the copies provided to you for banks and other third party requests for documents.  If you need us to produce additional copies, digital or paper, there is a $25 fee per return, payable when the copy is requested.  

Please request and pay for the additional copies here.

 

Completeness and accuracy -  Complete and accurate tax filings and other work products are critical.   It is each client's responsibility to timely provide all information necessary to prepare complete and accurate tax filings and other work products.  There is a $50 minimum fee to 'redo' any work product due to client initiated changes or additional new information.

 

Payment -  Payment for tax filings and other work products is due when the tax filing or other work product is picked up.  We accept cash, major credit cards, Paypal, checks, and ACH.