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We charge by the form, however there are many variables that can affect the fees we charge. Clients with complex tax situations will be billed for additional accounting work associated with their returns with prior notice and approval by the client. We will always provide an estimate and we require all clients to sign an Engagement Letter. If you work for a large corporation, or you were unemployed for more than 6 months, other discounts may be available, please inquire by email at [email protected]. Some clients may require additional tax consultation during the year (not associated with IRS Audit or representation before the IRS) after the filing of their tax returns. We provide strategic tax consulting at a discounted rate based on customer loyalty and client circumstances.
If you own a Corporation, LLC, Schedule C Business, and/or Partnership, we require that you provide written revenue and expense reports (financial records). If you cannot provide the financial records, we will bill by the standard hourly rate based on the additional accounting work associated with your returns. We can provide estimates for the most commonly used forms by calling (678) 707-8044 or email [email protected] for an estimate. We provide accounting and bookkeeping services for small businesses. There is an initial charge of $500.00 to setup your account. We will require a single contact person to set up processes for your account. Bookkeeping services include entering monthly accounts payable transactions, entering monthly accounts receivable transactions, balance books to your bank’s monthly statement, and providing quarterly company financials. The financial statements are a limited use compilation and are not certified audited or reviewed financial statements. Accounting analysis, reconciliations, government tax payments are extra. We can provide a customized estimate for larger more complex engagements.
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We do not provide a flat fee for IRS Representation due to time, complexity, and your unique circumstances. (e.g. Offer in Compromise, Consultation, Representation, IRS Notice Consultation) In order to determine which IRS program you may qualify, we offer a Tax Liability Investigation and Resolution Proposal for $750. You will receive a full report of what information that IRS has on your account, the amount of tax that is owed and a plan of action to resolve your tax debt.
For large corporations, State Tax Franchise Boards, and other entities where substantial work is anticipated, our firm may require a larger retainer. Work on Trust Fund Recovery Penalties will require a retainer of $5,000. The retainer is applied to your bill. The retainer is due when we meet, sign the engagement letter, and review records and/or mail/secure portal/fax copies of documents to the firm. For representation services we bill at $300 per hour, in 15 minute increments. Expenses are a separate line item on your invoice and are not included in the hourly rate. Expenses include travel, per diem, research, and miscellaneous out of pocket expenses. At the end of the engagement, we have a “project close meeting” where we formally terminate the engagement letter. We do not provide legal advice, however we do have an association with legal counsel if it is discovered during the representation process one would be required for possible criminal charges. |