Terms and Conditions

Our primary service area is within a 30 minute travel time from the Office address to the service location.  The Mobile Service fee (travel time) will be based upon the travel time.  Any Mobile service request with a travel time within our primary service area will be based on travel time to the job location.  Any Mobile service request with a travel time beyond the 30 minute primary service area is considered outside of our primary service area, and the roundtrip travel time to and from the job location will factor into the final price, regardless of whether the Service Provider actually returns to the Office at that time or not.  We will not travel more than 15 additional minutes outside of our primary service area (45 minutes from our Office). 

 Mobile Service is Zone-based.  The travel time is obtained from Google Maps or Wave, and the Client's travel time begins at the Zone for the amount of time identified in Google Maps or Wave.  The charge will begin with the first minute of travel time.  The calculation of the roundtrip travel time will begin and end at our Office address, regardless of whether the Service Provider actually returns to the Office at that time.  The billable time will begin with the first minute of travel time. 

The Service Zone within our primary service area is $25 for 0-30 minutes of travel time.  The Service Zone outside of our primary service area is $50 for 30-45 minutes (roundtrip travel time between 60-90 minutes).  Fifteen (15) minutes is the allotted time that the Client should be available from the time of arrival at the job location.  If additional time is needed, there will be an add-on charge of: $25 for each additional hour and $15 1/2 hour (up to 30 minutes of additional service time past the full hour if the request is within our primary service area and $50 for each additional hour and $25 1/2 hour (up to 30 minutes of additional service time past the full hour if the request is outside of our primary service.  The Mobile Service fee (travel time) and any add-on fees will factor into the final price.

Our Tax Preparation fee process: Unlike many firms we do not charge by the form or by the hour for tax preparation services but rather the time it will take to prepare the return and the complexity of the return. However, other services we provide may be charged by the hour.  We provide upfront pricing for all services that are not identified as being charged by the hour which means you will know and agree to our fee for the tax preparation services prior to any work beginning or any commitments made. If it is determined that we need to provide Bookkeeping services to complete your return, you will be informed of the hourly rate to performs those services prior to that process beginning.  Once we have all or at least all material information required to prepare the return or project, we will determine our fee based on your unique needs.  Our fees are determined by the time it will take us to prepare, review and finalize the return or project based on the complexity of the project.  At least fifty percent (50%) of the fee will be required prior to beginning any work and the balance must be paid prior to reviewing the completed return. Audit Support is not included in our pricing.

Note: Preparation fees for Tax Returns do not include bookkeeping services. An additional charge will apply for reviewing & reconciling client maintained Quickbooks, reviewing bank statements, and sorting documents & receipts in order to prepare the Income Statement & Balance Sheet for tax preparation purposes. The $45 per hour fee will be stated separately, and will ONLY be applied if Income Statement & Balance Sheet is required to complete an accurate tax return for the business.  The rate for the bookkeeping services will be a factor in the final price.

Our Business Services fee process: All fees are due upon completion of project, with the exception of bookkeeping services provided to the Client on a regular basis.  In that instance, the Client will be invoiced for the month.  Our fees are determined by the time it will take us to prepare, review and finalize the return or project based on the complexity of the project.  The balance of returns and projects must be paid prior to reviewing the completed return or project. Audit Support is not included in our pricing.

Pricing for Document Management and Document Review/Analyze is dependent on multiple factors: size of packet/booklet/document, type of project, how much research is required, etc).