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You are at Step 2:
Make Good Faith Deposit

IF you are a VIP (Subscriber) - SKIP DEPOSIT & Proceed to Step 3

Why are most clients required to make a $1,000 Good Faith Deposit ?

  • Virtual Currency

  • Multiple State Returns

  • International Reporting

  • 1120S (S Corps)

  • 1065 (Partnerships)

  • Sch. C (LLC/Sole Proprietorship)

  • Rentals

  • Gig Economy/Venmo/Peer Payments

  • Large Brokerage Docs

  • Earned Income Credit

  • Other REFUNDABLE CREDITS 

  • More than one dependent

  • Divorce Issues

  • People living in your home over 17 years old

  • Kids are now college students

  • Client has missing records or no records

  • Client doesn't like/use technology 

  • Other unusual events​


** Unfiled Back Returns & Audit Work may require higher deposits.

Why a Good Faith Deposit?
To provide quality services,

we can only take so many clients.


A Good Faith Deposit is non-refundable as consideration for us to take your project

It is applied to the FINAL invoice (not the first) when, 
1. Client is concluding the engagement, ex. ready to file the tax return, and
2. ​Signs a waiver stating we completed the engagement in full.

Will my project qualify for a $500 Good Faith Deposit?

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1040 Basic Work Only Clients

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What is a basic return?

  • ​No complex issues

  • Returning Client that had bill under $1,000 last year

  • W2 income in only one state

  • SSA 1099 (Social Security)

  • A well-organized client with all their paperwork ready and signed!

  • Client is 'technology' savvy​

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