Fees
How fees are set, and what affects them.
How charging works
We tell you the fee before any work starts. You hear the figure after a first meeting, once it is clear what the work actually involves.
First meetings and tax consultations
- A first meeting to start a service, such as a tax return, business formation, bookkeeping or payroll, is free.
- A tax consultation, for advice on a tax question about your own situation, is a separate, paid service. We tell you the fee when you book.
What is always included
- Preparation and electronic filing of the returns agreed
- A copy of everything filed, for your records
What moves the price
- How many returns and schedules the situation actually needs
- Foreign accounts, foreign companies or a part-year residency
- Whether the bookkeeping is done or has to be rebuilt first
- Prior years that still need filing
Ways to pay
- Zelle
- Venmo
- WeChat Pay
- Alipay
- Credit card (3% fee); debit card, no fee
- Cash
- Check