Tax
Matters Inc.
Tax
Matters Inc.
Fees & Related Items
Our fees for personal tax return services are based on a standard hourly rate of $150, with a minimum fee of $350 per tax year. Our fees also take into account the complexity of your tax returns, and any special time requests. If we expect to incur any billable out-of-pocket expenses, we will notify you in advance.
Any estimates that we provide assume that the information we receive from you is complete and accurate, and are subject to change should we encounter any unexpected challenges that will require additional effort.
Billable time includes: meeting time; telephone time; processing (typically a significant portion of the tax return preparation process); internal review; copying, assembling, and compiling tax returns; time that you may require to discuss your completed tax returns...
Time is billed at quarter-hour increments. To minimize your fees, we recommend having your tax information summarized, where possible. Married couples should summarize all income and deductions separately for each spouse.
Payment Terms
Invoices are generated upon completion of your tax returns. However, any tax returns remaining in progress more than 30 days are invoiced for effort rendered to-date. Invoices are due and payable upon receipt. We accept check, money order, Discover, Visa, MasterCard, and American Express.
Additional Services
Our fees for Additional Services are based on a standard hourly rate of $150, and also take into account the complexity of the additional service(s) requested, and any special time requests. If we expect to incur any billable out-of-pocket expenses, we will advise you in advance.
We are prepared to advise you on tax planning issues, and to answer any tax questions that you may have throughout the year. Our minimum fee for answering tax questions and for tax planning is $150.
Should any of your tax returns be selected for examination or challenged by the IRS or by other tax authorities, we will be pleased to assist you in discussions with these authorities. Our minimum fee for assistance with any tax authority is $350 (payable upon signing an Engagement Letter).