FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
In order for us to be fairly compensated for the work we do, for tax preparation services, we charged based on the complexity of the return. Each year, we assign a dollar value to each form in our software package using IRS-published data on the length of time it takes to research and prepare each form. In addition to per-form charges, we also charge a $2 per transaction fee for each depreciable or amortizable asset added, or retired and $2 per transaction reported on Form 1099-B. We also set a minimum fee for each type of return. The fee billed will be the greater of the per-form/transaction fees or the minimum fee. In addition to our fees, we also assess a 20% administrative fee to help offset the costs of providing services to you (i.e., training and software). Finally, we charges a 5% fee in addition to the tax preparation fee for returns finalized during peak times (February 1 - 15, March 1 - 15 (corporation returns), April 1 - 15 (partnership and individual returns), Sep 1 - 15 (partership and corporation returns), and October 1 - 15 (individual returns) (these dates are approximate and adjusted each year based on weekends, holidays, and the date that the tax season opens).
- What education and/or training do you have that relates to your work?
Yes. As a CPA, I am required to earn an average of 40 hours of continuing professional education each year. I focus my CPE program on tax and accounting issues that impact my clients.
- How did you get started doing this type of work?
After taking an accounting class in high school, I knew that I wanted to be a CPA in public practice.