What goes into determining pricing?
Pricing is determined mostly by the complexity of your situation, which impacts the number of professionals, and how long, it takes to complete the work. There are other factors, like supply and demand, that can influence price. For example, if you can be flexible in the timing of when we perform your work, you could potentially save money. If you can have your audit work done in May, as opposed to March – the height of tax season – you will save money due to simple supply and demand.
I’m interested in getting my personal taxes prepared. Is there a standard fee for that?
There is no standard fee. In general the firm has a minimum fee of $1,000. Unlike many high-volume, low-cost tax preparers, we believe our clients should talk with us multiple times throughout the year, not just at tax time. Our year-round relationships with families means they have an advisor to lean on as circumstances change with children, parents, retirement and other life events.
Do I need a full blown audit?
Many organizations think they need an audit when they actually need a lesser level of assurance, like a review or compilation. One way we help clients save money is by making sure they aren’t buying more than they need. Read more about this in our blog.