Financial Consultation

Frequently Asked Questions

Be In The Know

Do you keep my document and the information contained in it confidential?

Information you provide will be kept confidential. We restrict access to your information and maintain physical, electronic, and procedural safeguards to protect your information.

How do you safeguard our important documents and how long do you keep a copy of it?

We will return your original records to you at the end of our engagement. You should securely store these records, along with all supporting documents, canceled checks, etc., as these items may later be needed to prove accuracy and completeness of a return. We will electronically retain copies of your records and our work papers for your engagement for seven years, after which these documents will be destroyed

How much do you usually charge?

Our fee will be based on the complexity of the return and will be quoted in advance of our work. However, if complications are discovered in the process of preparing your tax return, we may need to adjust the fee. Before proceeding with preparation of the return, we will generally contact you in advance if my original quote requires significant revision due to the amount of work involved. Invoices are due and payable upon presentation. For consultation services fix and custom price are reflected on book an appointment page of this site.