New Clients Welcome—
Onboarding Deposit Gets You Set Up Right
Rate is $250/Hour During the 1st 30 Days
Client Onboarding = 14- 21 Day Turnaround
🚀 New Client Onboarding How Long is Typical? 1040 $500 =2-4 Hours Onboard Time* Business $1000 = 3-6 Hours Onboard Time* Why does Onboarding matter? Because the biggest tax savings opportunities are often identified during the onboarding process. By gaining complete visibility into your business operations, prior tax filings, accounting systems, and reporting requirements, we can uncover planning strategies, deductions, elections, and process improvements that many other firms have missed. STEPS: 1- Make Deposit 2- Fill Out Onboarding Form 3- Upload Past Return to Set Up Secure Portal 4- Sign Engagement Letter(s) Staff Steps: Obtain IRS & State Data Authorizations for Transcript Access Populate Tax Software with Past Year's Info & Carry Forwards Set Up Compliance Monitoring Business Clients With Professional Service Engagement Also Receive: QBO/Quicken/Xero Access Setup P&L Compliance/Chart of Accounts Review Risk of Audit Assessment Sales Tax Account - Firm Access Connection Payroll Tax Account - Firm Access Connection AFTER ONBOARDING YOU MAY ALSO NEED: Extra clean up, compiling & finding lost records, setting up new software/accounts, multiple state access, preparing and filing the tax returns thereafter. These additional needs are billable. Please see our prices tab. Some new clients should consider a Rush Project Deposit to ensure they meet deadlines.
​
Is the Onboard Fee All-Inclusive?
​​​
No, It is designed to cover normal onboarding for most new clients who have copies of their past three (3) years' returns and any other books and records do not need "catching up."
​
What are my total costs for onboarding and the tax return?
Please view our pricing page for your options.
​
1040 Typical Total Costs are $750-$1000 assuming the following:
-
​No complex issues
-
Income in only one state on standard forms.
-
A well-organized client with all their paperwork ready and signed!
-
Client is 'technology' savvy​ and doesn't need time for our staff to provide extra TLC/one on one custom services.
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 you as a client and begin work on your projects.
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.