“Helping you reconcile your numbers.”

Fees & Quotes...how much will it cost?

Accounting Services.  The standard answer to this question is “it depends.”  Overall fees are based on actual hours dedicated to a project, plus tax.  Each project is unique, and the amount of time required depends on the nature and complexity of the situation or circumstance.

Currently our billing rate for bookkeeping services is $75.00 per hour. If the preparation & delivery of compiled or management use only financial statements is a requisite, then an hourly rate of $80.00 is applied. Reconstructive/general ledger clean-up work is a service in which we specialize.  We provide these services for a premium rate of $90.00 per hour.  In addition, projects of this nature will require that a retainer fee be paid in advance. 

Individual Tax Services.  Individual tax preparation services are billed using a fee schedule methodology.  Our minimum base charge for all returns is $275.00 and additional fees are charged based on the complexity of the return, the forms and schedules necessary to address the same, and for complex tax issues, a factor for the time it takes to complete the return.  There is a minimum fee for the initial consultation and you will be provided a good faith estimate prior to deciding whether to proceed.

Business Tax Returns  Due to ever increasing standards and preparer responsibilities, we reserve the right to limit the preparation of business tax returns to manage our risk.   Before accepting an engagement for business tax return preparation (including a 1040-Schedule C), we consider whether the business employs an in house bookkeeper/controller, has engaged our services for their bookkeeping needs, or who has at a minimum engaged the services of a degreed accountant for their bookkeeping needs.

Effective January 1, 2009, the following rates will apply:

 

 

 

 

 

 

 

 

Software Processing Fee                      $40 per return, N/A on 1040 returns

     *Not inclusive of analysis required regarding basis, at-risk, or passive loss

       Limitations relative to K-1’s not prepared by our firm.