Billing Policy

Written Explanation

We are pleased to be servicing your accounting, tax and advisory service needs. In doing so, we want to advise you of our Client Billing Policy with a written explanation of our billing practices.

As a Firm, our mission is to provide services of significant value and superior quality to each and every client. Our services will come in the form of a tax return, financial statement, letter, report, meeting or phone call. If you call our office with a “general” question that we can quickly answer, we consider this a courtesy service and you will not be billed for our time. Phone calls requiring research, business or personal planning, tax compliance, etc. will be billed in accordance with our billing policy stated below. We are committed to providing highly professional and expert service at a fair and reasonable price.

Our fees for services will be based on the actual time spent at our standard hourly rates, plus direct out-of-pocket expenses. Our standard hourly rates vary according to the degree of responsibility involved and the experience level of the personnel assigned to your account. We reserve the right to increase or decrease our fees based on the value of the services rendered.

Under certain circumstances (i.e. audits, valuations, special projects, etc.) we may arrange with you a set fee for a return or engagement. Other situations may necessitate that we obtain a retainer fee for our services. In either case, we would make arrangements with you in advance of performing any work.

Progress billings may be submitted as work progresses and expenses are incurred, otherwise you will be billed upon completion of your returns or engagement. We bill for our time on a monthly basis. Our invoices are due and payable upon receipt.

Accounts unpaid for 60 days will require that we cease rendering service until your account is brought current. In the event we stop work or withdraw from this engagement as a result of your failure to pay on a timely basis for services rendered, we shall not be liable for any damages that occur as a result of our ceasing to render services. If, for any reason, the account is turned over to an attorney for collection, an additional charge of 33.3% will be added to the account to cover our collection costs.

If you have any questions regarding our Client Billing Policy, please do not hesitate to call. We look forward to serving you and we appreciate your business.