FEES

Tax return preparation and accounting work is $180 per hour. Specialty consulting, tax and accounting work such as technical research, business and tax planning, and business valuation is $250 per hour. Expert witness work is higher.

Staff ranges from $50 to $120 per hour. Billing is in increments of 5 minutes (1/12 of an hour) with a 5-minute minimum, rounded up. Expenses are billed per the list below.

Expenses typically include:

  • Copies at 10¢ each,
  • Domestic long distance calls and faxes at 10¢ per minute,
  • International long distance calls and faxes vary depending on location,
  • Tax preparation software for individuals at $35.00 per Federal return and $25.00 per state return including e-filing,
  • Tax preparation software for entities at $55.00 per Federal return and $30.00 per state return,
  • Electronic filing of tax returns at $6.00 per Federal entity return,
  • Sub-contractors at actual cost,
  • Postage and express delivery at actual cost,
  • Travel fares and related expenses at actual cost, and
  • Car mileage at 80¢ per mile. (This approximates the true cost of operating a car per the American Automobile Association.)

BILLING

Payment is due 15 days after the invoice date. New clients will be asked to sign an engagement agreement and pay a retainer.

FEE ESTIMATES

If you are a prospective client, we cannot give you a specific estimate of how much we would charge for preparing your tax return. It’s a bit like estimating oil reserves, not knowing how much is there till the drilling’s done. Nonetheless we can you give a range of fees we have charged clients in situations similar to yours.

ENGAGEMENT CONTRACT

For other than simple tax return preparation engagements, we will ask you to sign an engagement agreement. For a PDF sample, please click here.