• Invoices are due and payable upon presentation. We recommend enrolling in our monthly automatic debit service for your convenience and to avoid any late charges.  
  • Service charges of 18% per annum (1.5% each month) will be charged on all accounts 30 days past due.
  • Please note IRS or State correspondence is NOT included in your engagement, unless engaging specifically for IRS resolution only.  We will determine what action steps need to be taken once we receive a copy of the IRS letter. If you are not engaged for IRS/State Resolution, or if you receive additional IRS/State correspondence while under an IRS/State Resolution engagement with our team, please send to our IRS Resolution team immediately and we will determine what action steps need to be taken once we receive a copy of the corresponding letter. 
  • The individual signing as the owner of the business does hereby acknowledge that the undersigned shall be considered as personally liable for the payment of all amounts owed to us, plus any collection costs and applicable late payments and service charges.
  • To assure that our arrangement remains responsive to your needs, as well as fair to both parties, when we meet throughout the year we may revise or adjust the scope of the services provided and the prices to be charged in light of mutual experience
  • See Change Orders/Price Commitment/Unanticipated Services section for automatic annual escalator for services in your engagement letter.
  • For services outside the scope of this engagement, unless superseded by a Change Order Engagement Letter, services (non-IRS related services) will be billed at a rate of $275 per hour with a one hour minimum.  Partner fees will be billed at a rate of $575 per hour.      If client is subject to litigation, mediation or arbitration and in the event that an expert witness is required or litigation support services are required by our firm, services will be billed at a rate of $395 per hour for team members and $600 per hour for partners/managers.  (Litigation support includes but is not limited to, being part of a subpoena, document preparation, appearance in court, drive time, wait time in court, meeting time with all required parties)                                                                       


It is understood that either party may terminate this Agreement at any time, for any reason, within 10 days of written notice to the other party.      It is understood that any unpaid services that are outstanding at the date of termination are to be paid in full within 10 days from the date of termination.  If engagement is terminated before full render of service, services to date will revert to a billing rate of $250 per hour (instead of flat value-based fee in engagement letter).  Any outstanding balance will be due at that time, or any credits will be refunded at that time.  This agreement will automatically renew annually unless terminated by either party.


Refunds are given only if no services have been rendered as part of the Engagement Letter or as part of the Cancellation policy above.  Our office onboarding fee of $575 is non-refundable.



We are committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and protect the personal information we obtain.

Information We Collect

We may collect personal information from you when you engage with our services, including but not limited to:

  • Name
  • Address
  • Contact information (phone number, email address)
  • Social Security Number or Tax Identification Number
  • Financial information
  • Any other information necessary for tax preparation or advisory services

How We Use Your Information

We may use your personal information for the following purposes:

  • Providing tax preparation and advisory services
  • Communicating with you about your tax matters
  • Responding to inquiries and requests
  • Compliance with legal obligations

Disclosure of Your Information

We may disclose your personal information to third parties in the following circumstances:

  • To our employees and affiliates who need the information to provide services to you
  • With your consent
  • To comply with legal obligations, such as tax reporting requirements or court orders

Data Security

We have implemented measures to protect the security of your personal information and prevent unauthorized access, use, or disclosure. However, please note that no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.



 Federal law has extended the attorney-client privilege to some, but not all, communications between a client and the client’s CPA. The privilege applies only to non-criminal tax matters that are before the IRS or brought by or against the U.S. Government in a federal court. The communications must be made in connection with tax advice. Communications solely concerning the preparation of a tax return will not be privileged.

 In addition, your confidentiality privilege can be inadvertently waived if you discuss the contents of any privileged communication with a third party, such as a lending institution, a friend, or a business associate. We recommend that you contact us before releasing any privileged information to a third party.

 If we are asked to disclose any privileged communication, unless we are required to disclose the communication by law, we will not provide such disclosure until you have had an opportunity to argue that the communication is privileged. You agree to pay any and all reasonable expenses that we incur, including legal fees, that are a result of attempts to protect any communication as privileged.

 It is our firm’s policy to retain copies of your tax returns for seven years, after which they will be destroyed.