Practice Policies & Procedures

We do not discriminate based on race, creed, color, sexual preference,
age, religion, gender, or ethnicity.

OFFICE HOURS: We are available from Noon until 8 PM Tuesday through Saturday, by appointment only.

There is a $25 charge for all MISSED APPOINTMENTS without a one-hour notice.

TELEPHONE CONSULTATIONS: We are always happy to answer any questions you may have within our field of expertise. There is no charge for this service.

DATA DROP OFF: Clients can drop off data to our office during office hours and even after-hours by placing it in the DROP BOX. There is a BROWN/BLACK DROP BOX on the wall just outside the office door. This is not our mailbox; it is used solely for clients.

DEPOSITS: A non-refundable deposit of $50 is required to become a client. An additional $50 deposit is required when we receive data to process a business tax return, making a total deposit of $100.

The standard yearly deposit is:

• $50 per non-business project
• $100 per business project,
• $200 per business project including receipt processing for ALL returning clients.

The deposit is deducted from the total invoice when the project is completed.

SPEED OF PROCESSING: We can return your finished project to you within 2 weeks after you provide us with all of the information we need. Some instances take longer depending on the different situations that we specialize in.

OUR FEES: There is a flat fee per required form, and a per hour fee which is dependent on the level of expertise and time required to complete a project.

DISCOUNTS: We give a 15% fee discount to clients who are members of professional daycare Organizations. We, also, give a $20 fee discount to our clients for each business client referred.

There is a $20 early bird discount on all projects for which the all fees are paid in full before January 31st, each year. This discount is not available to clients who wish us to hold checks. All discounts are given at our discretion.

LATE FEES: The fees for all projects are expected to be paid within 30 days (one month) of completion. There will be a late fee assessed from the thirty-first day after completion. All discounts will be denied on any project with an outstanding fee after the thirty days.

CHECK POLICY: All projects are delivered COD. We accept checks, but reserve the right to refuse payment other than cash or equivalent from anyone at anytime. If you need us to HOLD your check, please let us know before hand. We offer this as a courtesy only for selected clients. We do not accept post-dated checks. We do not accept checks for which no funds are available; if a check is returned to us, we will be unable to allow any fee discount on the project and must have the check, the disallowed discount, and bank charges paid in cash at our office within 5 days from the date we are notified by the bank. After 5 days if no contact or arrangements have been made, there will be a Bounced Check Fee of $5 per day assessed each day until the check and all additional charges are received in cash at our office. If you call us before our bank notifies us, you may be allowed to keep any fee discounts, per our discretion.

EXTENSIONS: Your project data must be completed and in our office before March 31st to be processed without filing an extension. There are no exceptions for anyone. We do not charge for the first extension filed for only those whom we already have received a deposit.

ADDITIONAL SERVICES - THIRD PARTY

CONSULTATIONS: If you need your returns explained to a third party, like a mortgage lender, you MUST provide us with the contact name, company name, and phone number of that party in advance. We can not and will not speak to ANYONE, including the IRS, about your account unless we have your permission, Power of Attorney, or a subpoena!

"OH, BY THE WAY, . . .” We all have things that slip our minds. Our practice tries to provide you with HELP SHEETS and telephone support to facilitate your information gathering. If you do remember something we have not previously discussed during the processing of your return, please call the office as soon as possible. If the information is critical, it will delay picking up your project by 1 working day while we do a reprocess and reprint. There is no charge for one additional reprocess and reprint