Client billing policy
Our firm, a full-service CPA firm, provides our clients highly professional and expert service at a fair and reasonable price. The services offered to our clients provide value and are of superior quality. Our services include the following deliverables but are not limited to a tax return and assistance with related notices, tax audits, accounting services, financial statements, letters, reports, meetings, emails or phone calls.
Fees - We base our fees on time required at our regular rates for the type of services and personnel assigned plus out-of-pocket costs. We also give consideration to the difficulty and size of the assignment, the degree of skill required, time limitations imposed on us by others, the experience and ability of the personnel assigned, the nature of the project, the level of cooperation by the client’s staff, and the value of the services to the client. We reserve the right to increase or decrease our fees based on the value of the services rendered.
Payment for Services - Payment is expected at the time that invoices are presented. Invoices will generally be prepared at completion of a project and are due upon receipt. With larger projects, or projects that are delayed for any reason, we may issue progress invoices throughout the time services are provided. For routine or ongoing services, such as bookkeeping or general consulting, invoices will be issued monthly.
Telephone conversations and email – These are treated in the same manner as any other time spent on a client's behalf. If matters of substance are discussed, the time is charged and billed to the client. If you contact 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 or emails requiring research, business or personal planning, tax compliance, etc. will be billed in accordance with our billing policy.
Statements - Issued for open balances periodically. We accept cash, check or credit cards for payment for all invoices. Invoices my be paid electronically or in person. Please contact us as quickly as possible with any questions, concerns, or disputes regarding invoices or balances on statements. We reserve the right to suspend services if an account falls in arrears. All invoices are due on receipt.
While our fees are intended to be non-negotiable, we are happy to address any billing or pricing concerns you may have. If you have any questions regarding our client billing policy, please contact us.
We look forward to serving you, and we appreciate your business.
