When You're Ready for us to Start Work
Make Good Faith Deposit
Basic 1040 Client - No Advisory Services Incl.
Most other tax returns & Advisory Services
Will the $500 Good Faith Deposit be enough?
​1040 Basic Work Only Clients
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What is a basic return?
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​No complex issues
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Returning Client that had bill under $1,000 last year
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W2 income in only one state
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SSA 1099 (Social Security) and nothing else
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A well-organized client with all their paperwork ready and signed!
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Client is 'technology' savvy​ and doesn't need time for our staff to do things by hand or in person
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.