Services
- Consultations
- Tax planning and projections
- Representation before the Internal Revenue Service
- Financial forecasts and projections
- Accounting and systems work
- Computer setup and on-site assistance
- Reconciliation and bookkeeping assistance
- Preparation of state and local tax returns
- Clerical and data processing
- Write-up services
- Payroll processing
- Individual income tax returns
- Entity income tax returns
We encourage you to consider an annual contract covering all bookkeeping services performed during a specified period of time. Discounts are given to clients who choose to participate in this arrangement.
Our fee is based on the complexity of the work to be performed and our professional time to complete the work. Additionally, this fee is dependent on the timely delivery, availability, quality, and completeness of the information you provide.
PAYMENT POLICY
Payment is expected on presentation of the invoice for services rendered.
RETAINERS
Retainers are required for all nonfiler engagements and collection engagements. The retainer will equal the estimated charges for 3 months.
SET-UP FEE
A minimum setup fee of $225 will be assessed for all write-up and payroll engagements.
