Discount Programs
• Early-Bird Discounts
• Cash Back Referral Rewards
Professional Fees
TAX PREPARATION WORK - Charges are based upon the complexity of your tax return. Joanne uses a variety of technology tools to make her as efficient and cost-effective as possible, and she provides year-round, high quality and responsive professional service at a fair and reasonable price.
Unlike many tax professionals, your tax preparation fee includes a number of items without any additional charge:
- Responding to questions via email, fax or telephone throughout the year on any question regarding a return she prepared;
- Responding to questions regarding upcoming tax issues that may affect current or future year returns
- Routine tax planning and advice regarding the tax consequences of personal financial decisions (e.g. divorce, sale of property, stocks or other assets, etc.)
AUDIT REPRESENTATION WORK - Charges are based on an hourly rate plus expenses subject to a minimum fee. Email Joanne for a specific quote based on the facts related to your specific situation.
FORMAL RETIREMENT PLANNING – Charges are made on a Fixed Fee basis; Email Joanne for a quote.
AUDIT PROTECTION SERVICE is based on a sliding scale percentage of your tax preparation fee starting as low as 15%.
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