How do you bill for your services?
Our billing differs depending on the project and task. Please contact us for any billing-related questions.
What hours are you available?
We are available during normal business hours, 8:00 am to 5:00 pm Monday through Friday, or by appointment.
During the summer, our Friday hours are 8:00 am to 2:00 pm.
What role do you play if the IRS audits me?
There are only three people who can represent you in federal tax court: your CPA, your attorney, or an enrolled agent. If you are audited, we will do our very best to explain and defend all details of returns that we have prepared.
How much and what kind of preparation do you need for my return?
Here’s a short list that should cover most situations: All W-2s, 1099 INTs, 1099 DIVs, 1099B’s (if stock sales have occurred), 1099 MISCs (if self-employed), K-1s, 1098s for mortgage interest, real estate and personal property tax bills, contribution records, significant medical expenses, unreimbursed employee expenses, investment interest incurred, rental property income & expenses, and farm income & expenses (if applicable).