• What do you charge for a tax consultation

    We schedule consultations for a minimum of one hour and charge an hourly rate. Tax consultations are most often scheduled for estimating/forecasting tax liability and tax planning purposes. We do not schedule appointments to review self-prepared tax returns. Consultations are scheduled during the months of May through January. All fees are payable by cash or check at the time of service. Call or email our office for more information.

  • What do you charge to review a completed return?

    Since our tax professionals must go through the same process whether they are completing a new return, amending or reviewing a return for you, we do not review completed returns. We will prepare your tax return or an amended return. We charge by the form. Your cost will vary depending upon the complexity of your tax return. Please call our office and request a quote.

  • How long do you keep my client tax records at your office?

    In general, we are required by law to keep copies of your tax returns for three years. In some instances we have been able to keep client tax returns and supporting documents in electronic format beyond the required three-year period but this cannot be guaranteed in all cases.