How do you bill for your services?
We bill by the hour and present our invoice upon completion. Long term projects require retainer or on account billing.
What hours are you available?
We are available during normal business hours, which are 9:00 to 5:00, Monday through Thursday and Friday 9:00 ro 3:00. We would be happy to make arrangements for evening or weekend consultations.
What role do you play if the IRS audits me?
We will spend up to one half hour with you at no charge, going over the return in question with you. After that, our regular fees apply. If necessary, we will refer you to other professionals who we feel have greater expertise in dealing with the issues being questioned.
How much and what kind of preparation do you need for my return?
We prefer that your materials be in a computer accounting program, but we have taken materials in almost every imaginable form. Contact us with questions about specific software packages. We prefer working with actual W2s, 1099s and K1s as there may be items listed that may trigger tax planning opportunities.
Some Internet Sites of Interest
The following reference links and calculators will provide you with useful information. Any computations you arrive at with these sources should be considered rough estimates. If you are looking for numbers you can rely on, please call us for assistance.
We caution you: do not enter into any agreement or purchase anything via the Internet until you and your advisors are satisfied that you are getting what you are paying for.
We do not endorse any business or product you may find as a result of these links.
Each link will open a new browser window.
Government and Political Sites:
Social Security Administration
Small Business Administration
Internal Revenue Service
Official site for U.S. government information
US Congress on the Internet - legislative information
Vote smart - political topics plus status of current legislation
Reference Material and Lookup Sites:
College Financial Aid Helper
Section 529 College Savings Plans
Currency converter - any country to any other country
Zip code lookup - use any address
Business yellow pages - by state, by name
Webster's - dictionary and a thesaurus
Official US time by zones
Measurement converter - how many centimeters in an inch and numerous other conversions
Calculators - for almost any job under the sun
The ultimate reference desk - You can search the reference desk topics by keyword or table of contents.
Free Trip - how to get there
We invite you to call us at any time. We would be pleased to discuss your tax, financial, and business issues with you.