How fees work
How each kind of work is priced
| Work | How it is priced | When you know the price |
|---|---|---|
| Individual tax returns | A quote for your return, based on the forms and states involvedPrice known: after the first call, before work starts | After the first call, before work starts |
| Business tax returns | A quote based on the entity type and the condition of the booksPrice known: after the first call and a look at your records | After the first call and a look at your records |
| Monthly bookkeeping | A fixed monthly price, reviewed every quarterPrice known: in your engagement letter | In your engagement letter |
| Advisory and exit planning | Agreed with you based on what you want to achievePrice known: before work starts | Before work starts |
| IRS letters and notices | A quote once Adam has read the letterPrice known: before you decide to go ahead | Before you decide to go ahead |
What changes the amount of work
- How many forms and schedules your return needs
- How many states you need to file in
- Whether your books are up to date when we start
- How many bank and credit card accounts there are to reconcile
- How many entities are involved, such as a business and its owners
- Whether a letter from the IRS or a prior-year return needs fixing
Questions about fees
What happens on the first call?
It is a 15-minute, no-obligation conversation that you book on the booking calendar. You tell Adam what you need, and he explains how he can help and how he would price it.
Will the price change after I sign?
The engagement letter sets out the work and the price. If Adam finds something that was not part of the original scope, such as an extra state return or a year of books that needs catching up, he tells you and agrees the change with you before doing the extra work.
How do I pay?
Invoices are sent through the client portal, and you can pay them online there. You can also see your past invoices and payments in the portal.
Get a quote for your situation
Pick a time for a 15-minute call. There is no obligation. Tell Adam what you need and he will explain how he can help and what it would cost. If you would rather talk now, call the office at 469‑213‑8492.