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.
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.
Service Fee Quotes Information Requested
Financial Statement Audits and Reviews
- Independent Auditor’s Report or Independent Accountant’s Review Report, if applicable.
- 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
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
- Independent Auditor’s Report or Independent Accountant’s Review Report, if applicable.
- 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
- Independent Auditor’s Report or Independent Accountant’s Review Report, if applicable.
- 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
- Independent Auditor’s Report or Independent Accountant’s Review Report, if applicable.
- 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
- Independent Auditor’s Report or Independent Accountant’s Review Report, 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 estate expenses
- List of estate liabilities
- List of bequests to surviving spouse, if applicable
- List of 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
- Independent Auditor’s Report, if applicable.
- 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
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
