Frequently Asked Questions

WHAT HOURS ARE YOU AVAILABLE?

We are available during our normal business hours, which are 8:00 A.M. to 5:30 P.M., Monday through Thursday and 8:00 A.M. until Noon on Friday. We do make special arrangements for evening or weekend consultations. 

HOW MUCH AND WHAT KIND OF PREPARATION DO YOU NEED FOR MY RETURN?

For business returns, we will need your books, (either manually prepared or computerized). For individual taxpayers, we will require all source documents (i.e. W-2s, 1099s, stock trade information, etc.) and documentation of other income and deductions, either through manually prepared means or software. 

What role do you play if the IRS audits me?

We will represent you before the IRS if a return we have prepared for you is selected for audit. Our standard billing procedures apply to our time in representing you before the IRS.

HOW DO YOU BILL FOR YOUR SERVICES?

Our standard billing procedure is to bill when services are rendered unless credit arrangements are made. We require payment upon receipt of invoice. In a case where you need us to prepare returns, that are not for the current year, we will require a retainer before we commence the work.