Allen & Company PC

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Service Fees

Service Fees

How many times as a consumer do you purchase without knowing the price up front? We believe in negotiating the value before performing services to avoid any surprises and, therefore, provide many of our services at fixed fees.

We also believe in the value that we provide to our customers.  We package many of our business services into a fixed price agreement, offer a 100% money-back guarantee, provide payment terms, and utilize change orders to enhance the value of our services.

Service Fee Quotes

Upon accepting a new customer for membership in our firm, we would be pleased to provide a fixed fee for a single service or a fixed price agreement for several bundled services in which the value will be negotiated by both the customer and our firm before services begin. In order to begin preparing a preliminary fee quote, we request certain information depending on the services requested.

Fixed Fee Services

  • Financial Statement Audits and Reviews
  • Financial Statement Compilations
  • Business Accounting
  • Franchise Accounting and Audits
  • Retirement Plan Accounting
  • Agreed-upon Procedures
  • Business and Individual Income Tax Return Preparation
  • Other Tax Return Preparation

Documents Required for Quoting Service Fees

Financial Statement Audits and Reviews

  • Trial Balance for the previous year
  • Financial Statements for the previous year
  • Income Tax Returns for the previous year
  • Auditor's Report, if applicable, for the previous year
  • Financial Statement Package Desired (Standard, Enhanced, or Premium)
  • Number of Comparative Years Desired (Two-year or Three-year, e.g.)
  • Supplementary Schedules Required
  • Introductory meeting to discuss potential services

Controller Assistance

  • Trial Balance for the previous year
  • Financial Statements for the previous year
  • Income Tax Returns for the previous year
  • Auditor's Report, if applicable, for the previous year
  • Introductory meeting to discuss potential services

Agreed-upon Procedures

  • Trial Balance for the previous year
  • Financial Statements for the previous year
  • Income Tax Returns for the previous year
  • Auditor's Report, if applicable, for the previous year
  • Introductory meeting to discuss potential services

Financial Statement Compilations and Accounting

  • Trial Balance for the previous year
  • Financial Statements for the previous year
  • Income Tax Returns for the previous year
  • Auditor's Report, if applicable, for the previous year
  • Average Number of Check Disbursements each month
  • Average Number of Automatic Withdrawals from Bank Statements each month
  • Financial Statements Desired (Balance Sheet, Income Statement, Statement of Cash Flows - Direct or Indirect, and/or Notes to the Financial Statements, e.g.)
  • Number of Comparative Years Desired (Two-year or Three-year, e.g.)
  • Supplementary Schedules Required
  • Introductory meeting to discuss potential services

Business Advisory

  • Trial Balance for the previous year
  • Financial Statements for the previous year
  • Income Tax Returns for the previous year
  • Auditor's Report, if applicable, for the previous year
  • Introductory meeting to discuss potential services

Software Advisory

  • List of current software utilized
  • Description of software considering for acquisition, if applicable
  • Introductory meeting to discuss potential services

Individual Income Tax Planning and Preparation

  • Income Tax Returns for the previous year
  • Personal Financial Statements for the previous year, if applicable
  • Introductory meeting to discuss potential services

Individual Advisory

  • Net Worth Worksheet (or for a fee, we can assist you in preparing this with the following recent documents:)

                  Bank statements

                  Broker statements

                  List of non-marketable securities and fair market value

                  List of real estate owned including fair market value and related debt

                  List of insurance policies and any cash value accumulated

                  Retirement account statements

                  List of other assets and fair market value (furniture, automobiles, e.g.)

                  Loan statements

                  List of debt owed to others (friends, family members, e.g.)

                  Credit card statements

                  List of income tax liabilities

  • Cash Flow Worksheet (or for a fee, we can assist you in preparing this with the following recent documents:)

                   Pay stubs

                   Bank statements

                   Broker statements

                   Check register

  • Goals Worksheet
  • Life insurance policies
  • Disability insurance policies
  • Social Security projection statements
  • Wills
  • Trust documents
  • Estate plans
  • Risk Tolerance Quiz

Business Income Tax Planning and Preparation

  • Trial Balance for the previous year
  • Financial Statements for the previous year
  • Income Tax Returns for the previous year
  • Introductory meeting to discuss potential services

Estate Tax Preparation

  • List of estate assets and related estimated fair market values at date of death
  • List of estimated estate expenses
  • List of estimated estate liabilities
  • List of estimated bequests to surviving spouse, if applicable
  • List of estimated bequests to charitable organizations, if applicable
  • Introductory meeting to discuss potential services

Exempt Organization Return Preparation

  • Trial Balance for the previous year
  • Financial Statements for the previous year
  • Return for the previous year
  • Auditor's Report, if applicable, for the previous year
  • Description of program services
  • List of functional expenses and allocation percentages for program services, management and general, and fund-raising activities
  • List of officers, directors, trustees, and/or managers
  • List of contributors and related contributions for the year
  • List of grants and allocations to others
  • Introductory meeting to discuss potential services

Gift Tax Preparation

  • Gift Tax Returns for the previous three years
  • Personal Financial Statements for the previous year, if applicable
  • List of donees and related gifts to each
  • Introductory meeting to discuss potential services

Employee Benefit Plan Preparation

  • Monthly broker statements
  • Employee Census Form
  • Retirement Plan Document
  • Financial Statements for the previous year
  • Returns for the previous year
  • Introductory meeting to discuss potential services

Other Tax Preparation

  • Trial Balance for the previous year
  • Financial Statements for the previous year
  • Sales, Property, Occupational, and/or Business License Tax Returns for the previous year
  • Introductory meeting to discuss potential services

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