What hours are you available?
Our normal business hours are Monday through Friday, 8:30 am to
5:30 pm. However, there is usually someone in the office from 8:00
am until 6:00 pm, and special arrangements can be made for appointments
outside of these times. During "tax season," which runs
January 2 until April 15, we are open for business on Saturdays
and in the office most Sundays.
What are your billing rates and procedures?
We have three different pricing options.
- Bill by the hour
- Bill by the project or engagement
- Bill by monthly retainer
Occasionally, we will require full or partial payment in advance.
Invoices are generated at the end of each month and require payment within 30 days of invoice date. We also accept Visa and MasterCard.
Do you do full-service accounting or just corporate income tax returns?
We have some clients for whom we perform full-service accounting, from start-up through income tax returns, including payroll and accounts payable processes. Other clients keep their own records through the year (most on accounting software), then provide us with a disk where we do the adjustments, close out the year and generate the income tax returns. We also prepare payroll tax returns, sales tax returns, and personal property tax returns.
What is your experience with not-for-profit organizations?
We have been working with not-for-profit organizations for 29 years. We have extensive experience with all aspects of 501(c)(3), 501(c)(6), and other tax exempt organizations. Our expertise includes obtaining tax exempt status, providing full-service accounting and consulting, and performing review and audit services.
What kind of work do you do with estates?
We have extensive experience in the probate administration and tax requirements of estates. We can prepare all the necessary forms required by the Register of Wills, provide full accountings of the estate’s assets, and allocate beneficiary distributions. We can also prepare the decedent’s final income tax returns, the federal and state estate tax returns, and the estate’s income tax returns.
Are your services for individuals limited to income tax return preparation?
In addition to preparing income tax returns, we provide income tax planning, calculation of quarterly estimated tax payments, financial planning services, and assistance with securing home mortgages, refinancing, and home equity loans.
