Appointments & Working with Us

Appointments

Policies

Fees

Tax preparation fees are based on the complexity of the return and vary from client to client. The fee covers your tax preparation and your appointment. If during the year you have additional questions or consultation is needed in person or by email that time is billed at current hourly rate. Tax return fees start at $250. Payment is due at appointment or when your taxes are completed. I reserve the right to not process your return electronically until payment/check/credit card has been received.

Client Information

We do not audit the information you provide to the office and rely on your honesty. SGBCPAPC will not prepare a return that has misstated income or expenses or is considered fraudulent in any way. There are strict guidelines for preparers and licensed CPA’s and we must adhere to those guidelines and not jeopardize that license under any circumstance.

Conduct

We are professionals and keep all information confidential and you are held in the highest regard. We ask the same in return. We only take a limited number of clients and our goal is for the relationship to be mutually beneficial and pleasant.

Extensions

If you are an existing client who has had taxes prepared by us in the previous tax season, you will be automatically put on an extension or if additional info is needed or if we haven't heard from you.

Directions

Click here for printable directions to the office.