Service Fees for the CARES Act / Home Purchases and Refinances

• Individuals:
  • Requests for copies of tax returns.
    • $50 per year which includes W-2’s. Our expedited fee is $75 per year.
    • $200 per hour is our administration rate. Our expedited fee is $250 per hour.  See the administrative services section.
• Businesses:
• Requests for copies of tax returns.
  • $75 per year which includes Schedule K-1’s. Our expedited fee is $100 per year.
• Requests for copies of payroll tax returns.
  • $200 per year which includes year-end W-2’s / W-3’s and payroll journals or payroll summary reports. Our expedited fee is $225 per year. 
  • $50 per quarter, if you don’t need the entire year.
• Bundled service for copies of tax returns, payroll tax returns and year-end W-2’s / W-3’s.
• $250 per year. Our expedited fee is $275 per year.
• $200 per hour is our administration rate. Our expedited fee is $250 per hour. See the administrative services section.
• • Request for copies of financial statements, general ledgers, bank reconciliations, etc.
    • $100 per year.
    • $50 per quarter.
    • $25 per month.
    • $200 per hour is our administration rate. Our expedited fee is $250 per hour.  See the administrative services section.         
  • Bundled service for copies of tax returns, payroll tax returns and year-end W-2’s / W-3’s, financial statements, general ledgers, bank reconciliations, etc.
  • $325 per year. Our expedited fee is $350 per year. 

• General Points:
  • Our fee is to be paid by credit card in advance for copies or at time of delivery for the other administrative services. Credit Cards will be processed by telephone.
  • As you are already aware, our core competency areas are income taxes, accounting and investment services. That said, services will be on a first come, first serve basis for normal processing.  Our staff will be limited to process approximately six to eight normal requests per day and two expedited requests per day. 
  • We will tell you what day on our schedule your requests will be processed.
  • Expedited services means processing your requests no more than three days before your normal scheduled date.
  • We reserve the right to deny this service if our staff can’t handle the volume of requests and processing constraints, etc.
  • All requests will be completed via email securely. However, if you require copies, they will be delivered using overnight mail and standard shipping fees will apply. 
• Administrative Services:
  • Administrative services will include any correspondence services related to the requested documents by the client or authorized third-party representatives of the client. Some examples of correspondence services include, but are not limited to the following:
    • Extra time required to copy, scan and email additional required documents, like Schedule K-1’s or Form 1099’s, etc.
    • Writing a letter or memo regarding a tax form or schedules on the return.
    • Writing a letter or memo regarding financial statements or other accounting concerns or issues.
    • Service time, which includes other inquiries by telephone or emails regarding the CARES Act with the client or authorized third-party representatives.
    • Discussing positions on tax returns or financial statements with the clients or third-party representatives.
    • And many more…