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frequently asked questions

What is the cost of your services and what is the billing arrangement?
Our initial consultation is at no charge. At the initial consultation, a fee range is determined based on the type and complexity of the work involved. The client is presented with the expected fee range/payment terms before any work is begun.

What is your policy on the confidentiality of my financial information?
The confidentiality of client information is of utmost importance to our firm. Our reputation is based on our clients’ confidence that their financial information will never be revealed to anyone without their permission.

Do you work for the IRS?
Our primary objective is to make certain that clients receive the maximum deductions allowed by law. We refuse to compromise our integrity by “going over the line.”

What type of tax returns do you commonly handle? Would my tax situation be one that you would be interested in handling?
The majority of our services are for three types of clients, as follows:
• Individuals with small businesses as varied as a welding shop, bakery, restaurant,
..doctor, dentist, attorney, veterinarian, etc.
• Individuals with transactions related to the sale of assets (stocks, bonds, homes or
..other property) or transactions related to the ownership of rental property.
• Individuals needing assistance with divorce, estate planning, estate administration,
..gifts or establishment of trusts.

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