• 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.

  • How many times can I reschedule my tax appointment?

    We must limit this request to once per year. Repetitive rescheduling limits the openings available for our clients waiting for an appointment. During tax season we have a finite number of appointment slots available. If you reschedule your appointment and we are unable to fill that time slot, we will never be able to recover the lost revenue for this time. Accordingly, we request that you refrain from rescheduling appointments unless it is absolutely necessary. We send appointment reminders in January each year and also call or email you the day before your appointment as a reminder.

  • If I’m ever audited, could the IRS request returns with supporting documentation beyond the three year period?

    Generally, the statute of limitations for the IRS to assess taxes on a taxpayer expires three (3) years from the due date of the return or the date on which it was filed, whichever is later. The three-year limit is doubled to six years if the IRS finds that a taxpayer omits from gross income an amount that exceeds 25 percent of the stated gross income. The IRS has no time limit when an audit pertains to assessment of tax if a return is false or fraudulent, reflects a wilful attempt to evade taxation or when no tax return at all is filed.