We are committed to offering services that are tailored to your unique needs:
Tax return preparation
Our 2022 rate structure is as follows:
Performed by Mary Ann Reyes:
Historical Bookkeeping $65/hour
Bookkeeping with A/R, A/P, or rush 75/hour
Sales Tax Returns 110/hour
Statements of Information 110/hour
Entity Set-Up, General Accounting 110/hour
Performed by Gregory Gandrud:
Form 1040 & 540 $220/hour
Minimum charge for very simple returns is $65. Minimum charge for returns that include any dependents is $135. Minimum charge for returns that include any retirement contributions or investment income is $145. Minimum charge for returns that include itemized deductions (federal or state) or self-employment income is $165. There is a software charge of $41 for each individual state return other than your home state and $46 for each business entity return other than your home state.
Corporations, Partnerships, & Trusts 220/hour
Consultations, i.e. tax planning 220/hour
Entity Set-up, Accounting 220/hour
Hourly rates are charged whether work is performed in-person, via phone, via email, etc.
We reserve the right to charge extra for the cost of:
Postage and Supplies for mailing items on your behalf
Copying/Printing extra sets
We accept cash and checks but we do not accept credit or debit cards. However, we can process a payment from your bank account using your routing and account numbers.
We maintain $5000 surety bond #106823056 issued by Travelers Casualty and Surety Company of America.
We collect nonpublic personal information about you from the following sources:
Information we receive from you on applications, tax preparation worksheets, other documents we use in preparing your tax return, or other forms;
Information about your transactions with us or others; and
Information we receive from a consumer reporting agency.
We do not disclose any nonpublic personal information about you to anyone, except as permitted by law. We do not share your nonpublic information with affiliates. If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice. We restrict access to your personal and account information to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information. Your confidence in us is important and we want you to know that your personal and account information is safe. If you have any questions or concerns, please contact us.