AREAS OF PRACTICE

1.) Tax

• Preparation
  • Typical process
    • Client to fill out a personal data sheet (5-10 minutes) and email/fax/or bring in to first appointment
    • First appointment – client interview with data drop off – estimated cost for services to be provided (10-15 minutes)
    • Follw up with a client if any additional information is required for tax return preperation
    • Tax return preparation by Steven or Paula
    • All returns will be reviewed by Steven
    • Closing appointment – tax return will be reviewed with client – payment received and return electronically transmitted unless directed otherwise (10-15 minutes)
    • Charges are only for the preparation of the tax return for time spent after the client has agree to the engagement
    • Advice in responding to any federal or state inquiries regarding the client’s tax returns which were prepared by us will be provided at no additional charge. 

• Research
  • Any special tax research projects requested by clients will be based on a hourly rate and the time required for the research will be determined on a case by case basis.  The current hourly rate for 2008 for tax research issues is $175/hr
    
    
• Representation
  • Any written correspondence or physical appearance on behalf of the client before the IRS or Ca FTB will be based on an hourly rate and will be determined on a case by case basis.  The current hourly rate for 2008 for tax representation is $200/hr.  There are no charges for travel within the Sacramento County area.

2.) Consulting

• Business consulting is under consideration as a service to be offered in June 2008

3.) Bookkeeping

• services are under consideration as a service to be offered in August 2008