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Frequently Asked Questions

General Questions

Tax Services

CPA EA

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.

Rates

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.

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What are your company deadlines? 

2023 Spring Tax Season Schedule:

  • January 13th, 2023: Last day to request service for issuing W2s or 1099s (on behalf of your company) at our Standard Hourly Rates.

  • January 20th, 2023: Last day to request service for issuing W2s or 1099s (on behalf of your company) at our Expedited Hourly Rates. February 24th, 2023: Last day to provide for information for Partnership or Corporate Tax Filings

  • **PLEASE NOTE: 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 Rates.**

  • March 6th, 2023: Last day to request and complete an extension request form for CSA Accounting to file your Corporate or Partnership extension.

  • March 15th, 2023: IRS Deadline for Corporate or Partnership Returns and Extensions.

  • March 24th, 2023: Last day to provide information for Individual Tax Filings.

  • ** PLEASE NOTE: 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 for timely filing.

  • April 7th, 2023: Last day to request and complete an extension form for an Individual tax filing.

  • April 18th, 2023: IRS Deadline for Individual Tax Filing. Returns or Extensions must be filed by the date and all tax payments are due.

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