Price & Billing Policies

We offer competitive pricing in our valuable tax compliance service.

Standard hourly billing rates

We charge clients based on the billable time spent on their file, including tax preparation, tax planning, accounting, consultations, research, and client communications.

We assign different standard hourly billing rates to each of our professionals based on their level of experience. We set our prices to be competitive in a national marketplace. Our clients expect reasonable pricing, and that’s what they receive.

Minimum price

The upfront partial payment for our tax compliance service constitutes a minimum price. Expect a balance due upon completion of the engagement.

Expenses are minimal

Our add-on fees for trader file preparation are modest—generally ranging from $130 to $150 for the preparation of both Federal and State tax returns. If you require filing in additional states, there is a $30 per-state fee. These amounts include the tax software processing or license fee. Most tax returns are e-filed for your convenience, which eliminates shipping costs. However, if you prefer to file on paper, the associated shipping expense will be added to your account.

Thank you for placing your trust in us.

Invoices

All invoices are payable before delivery

Upon the completion of your tax return, we will send you a PDF of the entire tax return or substantial excerpts with a watermark on all pages indicating you should not file that PDF. After your approval, we will present our final invoice. We require credit card payment via our online store before delivery of your completed tax returns. 

We often send clients interim invoices before completion if the unbilled time materially exceeds the initial payment. Interim invoices are due on receipt; the job may be put on hold until payment is received. We appreciate your understanding and cooperation.

Partial Payment & Minimum Price

We require a partial payment when you sign up for our tax compliance services each year. This represents our minimum price and is a prepayment applied against the total; it’s not an extra charge of any kind. Expect a balance due when we complete the engagement.

Before we commence our tax compliance services, we will email you an engagement letter via our secure service. The letter spells out the scope of our engagement, the work to be done, partial payment, refund conditions, pricing terms, and our limited responsibilities as “tax preparers."

Refund Policy

If you'd like us to stop working on your file, you're responsible for payment of all our time and expenses incurred until the termination date. You’re required to pay charges incurred over the partial payment. If the amount is less than your credit, we will refund the unused payment less a nominal charge.