Services and Fees

Rates, effective 1/1/2018

We bill by the hour since we think it is the fairest way to set fees. The well-organized client requires less of our time and pays a lower fee than does the similarly situated client who does not put in as much up-front effort to prepare their materials. More complex work takes more time, so it costs more than does a simpler fact pattern which we work through more quickly.

The hourly rate varies by provider based upon experience level and productivity with our software tools.

Hourly Rates

  Tax Services Budgeting and Business Planning Bookkeeping, Accounting, and QuickBooks Support and Coaching Payroll
Scott & Kathryn 215 215 215 215
Sarah K, Mary, & Dave 175 175 130 130
Daniel 150 150   75  75
Lisa, Nancy & Sarah L   130    130    75 75
Nettie   100    100    75 75
Nicole   80    80    75 75

Fixed Costs

Our tax compliance work requires substantial expenditures that are not time-based (software, continuing education, e-filing after signing off, tax organizers, etc). Prior to 2011, we added some time to each invoice to account for this. In the interest of transparency we now explicitly state this charge on our invoices using the following schedule --

Individual Tax Returns $ 85
Business Entity Tax Returns $170
1099 and W-2 Reporting $ 35

The total charge to the client will be the sum of the applicable fixed fee plus that which is calculated for hourly rates.

If our fees present a genuine barrier to you obtaining the services that you need, please communicate with Scott about it. In most cases the charges can be modified in a manner that is mutually satisfactory.

Thank you for your support.