FAQs

Pre-scheduling allows us to manage our workflow and it offers you the opportunity to lock in the most convenient appointment.

Our Prepaid Audit Service is optional and available for an additional fee. This option can save you significant representation fees should your return be audited. It gives you peace of mind knowing that if you get audited your representation fees are pre-paid. This fee will only cover the calendar year tax return for which you have paid. This service will not cover audit representation services for any other tax year. The form is located under Important Documents. You may complete the Prepaid Audit Service form and submit it to our office prior to arrival. If interested, your tax professional will discuss this option with you. They will determine if you qualify for the service, discuss the cost and answer any questions you may have.

As a courtesy to our tax professionals, as well as to our clients who have arrived on time, we ask that you arrive at least 15 minutes before your appointment. This guarantees that you are in our office and on time for your scheduled tax appointment. It ensures that time is not taken away from your actual appointment with your tax professional. We have found this provides enough time for you to check in and complete the necessary paperwork. Clients arriving 10 minutes or more after their scheduled appointment time will be considered late. We have gone to great lengths to minimize any wait time in our office and make your visit as efficient as possible. Consequently, if you arrive more than 10 minutes late for your scheduled appointment time, we reserve the right to reschedule your appointment, based on availability. Your cooperation is greatly appreciated.

Yes, please contact us as soon as you realize you will be late for your appointment. Clients arriving 10 minutes or more after their scheduled appointment time will be considered late. After completing the 10 minute check-in process you could be over 20 minutes late for your scheduled appointment. We have gone to great lengths to minimize any wait time in our office and make your visit as efficient as possible. Consequently, we reserve the right to reschedule your appointment, based on availability, if you arrive more than 10 minutes late for your scheduled appointment time. Your cooperation is greatly appreciated.

We charge by the form. Your cost will vary depending upon the complexity of your tax return. Please call our office to request a quote.

We always strive to make your interactions with our office as stress-free as possible. We typically have pickup appointments scheduled every 15 minutes. By scheduling your pickup appointment we are able to minimize the wait times when you come to pick up your tax return.

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.

Picking up your tax return involves several steps: reviewing your completed tax return, signing the e-file forms, signing the Client Service Agreement, paying our fee (if it wasn’t paid at the initial appointment) and scheduling next year’s appointment.

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.

After over 35 years in the business, we have tried to develop a system that works for us and our clients. All of the documents in your tax return folder have a purpose and we want to make sure you understand that purpose.

Refer to the document Record of Retention Requirements for the suggested retention period by document. If after reviewing this document you still have questions, PLEASE contact our office before you shred anything.

The IRS and state taxing authorities require that we have an original signature on the e-file documents.