Our Pricing Philosophy: Transparent, Time-Based, and Focused on Tax Strategy to Earn our Keep
New Client Intake
GOOD FAITH DEPOSIT
$500 1040 Only
$1,000 Business Clients
4 hours of Specialized Intake*
* New Client Rate of $250/Hr. good for 60 days. Regular rates apply thereafter.
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ASAP RUSH Project Deposits
Need quick turnaround?
We get started right away and focus on your needs on a priority basis.
Large Project - $7,200
Med. Project - $3,600
Small Project- $1,000
​​​​Rush ASAP Project Examples:
IRS/State Tax Problems
New Business/ SCorp Set Up
Estates
Set Up Bookkeeping Software
Set Up Payroll
21 Days or Less Deadlines
Urgent Tax Problems - $12,000**
** Tax Problem Project work includes evening & weekend blocks of services.
Twice a Year Essential 1040 - $175/Mo.
Quarterly Advisory - $300/Mo.
Monthly Strategic Business - $650/Mo.
Weekly VIP - $1000/Mo.
* Custom Plans Available
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Year-Round Solutions to Suit Your Needs*
Your subscription provides a guaranteed block of priority staff time for services.
Your Discount is extended to your immediate family and/or employees.
* DISCLAIMER OF GUARANTEE:
IRM does not represent Clients on a fixed-fee basis, and it is impossible to determine in advance the amount of time that will be required to perform services for Client. Many parties including but not limited to the client and its staff such as, vendors and contractors, government agencies, or other third parties related to the Client’s business may engage in conduct which is unforeseen, beyond FIRM's control, and which shall require FIRM to expend additional time and/or to incur additional costs not initially considered. All fee and cost-estimates, including any estimate of the total sum of fees and costs to be incurred by Client, are merely estimates. Nothing in this Agreement and nothing in FIRM's communications with Client shall be construed as FIRM's promise or guarantee concerning the total fees or costs to be incurred. FIRM makes no such promises or guarantees, nor can FIRM withdraw or cease performing services in some instances as there are instances where doing so might be inconsistent with regulation. Comments or discussions about what usual and customary costs for similar projects or clients are expressions of opinion only.
* Good Faith Deposits MAY BE REQUIRED for clients with tax problems/compliance issues.
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.
