Most frequent questions and answers

Our standard billing procedure is to bill when services are rendered. We typically mail invoices out the first week of the month. We require payment upon receipt of invoice. In a case where you need us to prepare returns for previous years, we may require a retainer before we commence the work. We accept cash, checks, and all major credit cards. You can give secure payments online using  Transax. 

Our office is Open Monday thru Thursday 8:00 a.m. to 5:30 p.m.  We close from Noon until 1:00 p.m. for lunch. On Friday, we are open from 8:00 a.m. to  Noon.

We will represent you before the IRS if a return we have prepared for you is selected for audit. Our standard billing procedures apply to our time in representing you before the IRS.

For business returns, we will need your books (either manually prepared or computerized). For individual taxpayers, we will require all source documents (i.e. W-2s, 1099s, stock trade information, etc. ) and documentation of other income and deductions, either through manually prepared means or software. We accept paper documents or electronic submission through our client portal, SmartVault. You may also email or mail documents to us if necessary.