New Engagement Letter
We have updated our engagement letter! We will send the new engagement letters as the year progresses for those that onboarded before this latest update.
Billing Changes
Starting 2024, we will require upfront payment for all services. A deposit equal to the complete estimated fee will be required to commence work. As this deposit is an estimate, a balance may be due, or a credit may be available once the work is complete. Balances are due upon the delivery of the finished product. Credits will be held for future use or be refunded back, based on the client’s preference.
As a reminder, we accept various forms of payment:
A $25 fee will be charged for any bounced or NSF payments.
Rush Fees
We reserve the right to request a 25% rush-fee for any tax return required to be turned around within a 2-week period or less. If we believe your request warrants a rush-fee surcharge, we will discuss it with you prior to commencing work.
For example, a client submitting tax documents on April 10 to meet an April 15 filing deadline would be subject to this fee.