We like to establish ongoing year-round support for a client. If we go this route, we set an annual fee and divide that into quarterly payments throughout the year. If you are not an on-going client and just come in for one-off tax returns or analysis, then we come up with a flat fee up front that can be paid upon completion of the work.

Unfortunately, tax laws are always changing. We stay up to date by reading journals, newsletters, and by taking continuing education courses.

It is common to receive notifications in the mail from the IRS requesting information or notifying you of changes. When you receive a notification, please contact us or send a copy of your notice to us immediately. We will then be able ot provide you guidance and help you decide if you would like to address the notice or have us address the notice.

Our guarantee is that if at any point you are not happy, you are welcome to exit the engagement. We do not have any term lengths or minimums. We are here to provide value every day. Because you are not locked into working with us, we must make sure to do right by our clients. We will always make sure we take care of you.