Fees
(Fixed Fee & Hourly)

• We provide year-round relationships and a transformative approach from service provider to strategic advisor, or partner. Fixed Fee pricing by CPA's provides transparent pricing for 'standard' services that are consistent year-over-year and fosters an ongoing client-CPA relationship.

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• This pricing model facilitates price expectations, so the client doesn't have to worry about additional costs for minor changes to their services. Sometimes clients sell a home, sell business equipment, or, add a new retirement plan for their business. Imagine not having to worry about a bigger tax bill for the additional work! These are the benefits of a Fixed Fee pricing model.  

• Some clients do not always fit into Fixed Fee tier, and they always have the choice to opt out of a tier and pay hourly rates before the engagement is signed. For more complex tax situations that involve multiple tax elections, or unique tax treatments, hourly rates work much better for both client and CPA. We believe that Fixed Fee tier's are best for what we consider standard work that you can base on volume of work required and varying level's of complexity that need to be managed as they come up from time to time. 

• Very complex situations that come up with Fixed Fee clients that do require significant work and/or time may be billed separately. Your CPA will communicate these matters if they arise. These situations are considered on a case-by-case basis as we make every effort to deliver services within the Fixed Fee pricing model.  ​​​

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• An outline of the typical requirements at each Fixed Fee tier is outlined below and are meant to serve as a guide. All clients have the option to engage for these services at an hourly rate. A review of prior year tax returns is needed before engagement.