Frequently Asked Questions

General Questions

Tax Services

 

Do you have CPAs on staff? What's the difference between a CPA and an EA? Currently, we do not have a CPA (Certified Public Accountant) on staff. However, we have several members of our staff who hold the EA designation (Enrolled Agent).

 

The EA designation is the highest credential that the IRS assigns directly upon the completion of 3 competency exams for individual taxation, business taxation, and tax law. As Enrolled Agents, our team has full authority to practice in all tax matters including tax preparation, resolution, and representation in every State. The main difference between an EA and a Certified Public Accountant is that the EA designation grants us full authority with the IRS, but no authority with the SEC (while CPAs have both). This means that unless you own a publicly-traded company, either can likely serve all your accounting needs.

 

What are your rates and pricing? 

Our time is billed in 6-minute increments for any client-specific time spent by any of our Associates at the following rates:

Hourly Service Rates

Junior Associate: $85/hr

Associate: $125/hr

Senior Associate: $175/hr

Kaleigh Canavan, EA: $375/hr

Rush Services are billed at 1.5x standard rate.

 

There is no minimum imposed for Business or General Consulting services. Because every Tax Return is worked on for at least one hour but our team, Tax Return Preparation begins with the payment of a one-hour deposit of $250 before being billed in 6-minute increments for all work after the first hour. Further available flat-rate services are:

 

Notary Services: $5/Document

Document Digitization (Tax Documents Only): $75 per Tax Year

Printed Returns: $30 per Tax Return Copy

Payroll Implementation: $250

Payroll Software: $85/month + $5/employee/month

 

Though we can schedule a discovery call to get to know one another, we do not offer any complimentary tax or accounting consultations and you should expect to be billed for all meetings and work that you have requested from us related to your taxes and accounting.

 
 
 
 
 

What are your company deadlines? 

2022 Spring Tax Season Schedule:

  • January 14th, 2022: Last day to request service for issuing W2s or 1099s at Standard Hourly Rate.

  • January 21st, 2022: Last day to request service for issuing W2s and 1099s at Expedited Hourly Rate for timely filing.

  • January 31st, 2022: IRS deadline for issuing W2s and 1099s.

  • February 7th, 2022: First day of Tax Appointments. (Please book ASAP by calling 303-284-1096, our calendars fill quickly).

  • February 28th, 2022: Last day to provide information for Partnership or Corporate Tax Filings (information provided after this date will be accepted if the tax return can be extended and filed after the March 15th deadline -or- will be subject to our Expedited Hourly Rate for timely filing). 

  • March 4th, 2022: Last day to notify us of Partnership or Corporate extension needs and complete our extension request forms. 

  • March 15th, 2022: IRS deadline for Corporate or Partnership Tax Filing. Returns or Extensions must be filed by this date.

  • March 26th, 2022: Last day to provide information for Individual Tax Filings (information provided after this date will be accepted if the tax return can be extended and filed after the April 18th deadline -or- will be subject to our Expedited Hourly Rate). 

  • April 8th, 2022: Last day to notify us of Individual extension needs and complete our extension request forms. 

  • April 18th, 2022: IRS deadline for Individual Tax Filing. Returns or Extensions must be filed by this date, and all payments are due.