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Receive a great rate during your first 30 days.
Time-Based, and Focused on Tax Strategy to Earn our Keep
New Client Intake
GOOD FAITH DEPOSIT
$500 1040 Only
2 hours of Specialized Intake Service
$1,000 Business Clients
4 hours of Specialized Intake Service
* New Client Rate of $250/Hr. good for 30 days. Regular rates apply thereafter.
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Please note: We do not offer fixed-fee representation for new clients. Each tax situation is unique, and the time required to accurately prepare and review a new client's return can vary significantly. To ensure we provide thorough and personalized service, we bill based on the actual time and complexity involved.
Good Faith Deposit: Similar to a security deposit, this money is usually non-refundable and is held indefinitely. It is only applied to the final invoice if:
1. Client has no unpaid invoices &
2. ​Client signs a waiver stating we completed the engagement in full.
For example, if there are back tax returns not filed, an up-front deposit is often requested before we can begin.
Engagement Agreement(s): The Document(s) signed by a Client where the Firm's type of work (scope of duties) and responsibilities are agreed upon when the Firm is Accepting a Client's work.
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