Frequently Asked Questions

This depends on a few factors and we can give you a quote based on your unique requirements. In general:

• Bookkeeping services are $125 per hour - in general we have a flat monthly rate. We will estimate how many hours each month will take and stick to that fee until we notify you that the bookkeeping is taking longer. Our rates are generally better than most bookkeepers because we are more efficient. 
• Tax returns are $325 per hour but we will give you a firm quote prior to starting the return. Personal returns start at $500 (W2 with some interest and dividends). if you need a Sch C and/or  Sch E, the personal return with be a minimum of $750-$1000. The total cost will depend on how complicated the Sch C and how many different rental properties or royalties are on the Sch E. Business returns start at $1250.00 for simple businesses. 

We have a different fee structure than most CPAs. We do not bill for every email or phone call throughout the year. That is included in the cost of the return unless it is a complex question that requires some research.

Please contact us for a firm price.

This depends on a few factors:

• How early you get us your information
• How difficult of a return you have
• How many clients are ahead of you
• If we have to circle back for additional information

We like to get returns out as fast as we can.  In general, if all documentation in is, you can expect about 1-3 weeks, with 3 weeks during peak times.

We will need the following items:

W-2 wages

1099 Income

K-1's

Stock Summaries

Rental Income

Personal Business Income

Retirement Accounts

Health Savings Accounts

College Tuition

and other items depending on each person's unique situation

Please provide us with the following:

Business Profit and Loss

Business Balance Sheet

A copy of Quickbooks or other accounting software if available