FAQs about our tax services

 

Who will be doing my taxes?  Each tax return is prepared or reviewed by three different tax professionals, including Greg or Hanna themselves.  We only employ competent, degreed tax professionals in our office.  With three professionals looking over your tax return, you can rest assured that it is correct!

 

When will my taxes be done?  If your tax return is relatively easy, there is a slight chance that the taxes will be completed in the interview room while you are here for your appointment. Hanna will make that decision during your appointment.  If your tax return is kept over, it will be placed on our progress board in chronological order and will be prepared after all the returns that arrived before it are completed.  Sometimes, during the busier parts of tax season, the backlog can be as much as three weeks or more.  This backlog is a result of the high demand for our services because we are a high quality firm and also because we only hire very competent tax professionals, who are in low supply right now.  Regardless, each return is prepared on a first-come-first-served basis and is given the personal attention it requires. If your return can not be completed by the tax filing deadline, an extension will be filed for you automatically.

 

Will you prepare my taxes quicker if I need you to?  Yes.  We can put your return in line in front of others but we will need to charge a $50 “rush” fee to do so.

 

What are your fees?  Individual tax returns are billed on a “per form” basis so it really depends on how many forms your return requires and how complex those forms are.  However, to give you an example, a 1040-EZ with no other schedules costs close to $130.  Sole Proprietorships run between $500 - $700 or more.  Corporations and partnerships are billed by the hour and average between $1,500 - $2,000 or more.  We survey our competitors annually and set our fees in the middle of the pack.  We are not the most expensive firm, but not the cheapest either.

 

Can I get an estimate of what my fees will be?  Yes, based on the forms used in the prior year.  It is an estimate only and can easily change without notice.  For example, if your income goes up, you could be lucky enough to have to file Alternative Minimum Tax Forms, which are quite spendy.  If your income goes down, you may qualify for the Earned Income Credit which again, will cause your fee to go up due to additional forms.

 

When do I have to pay your bill?  A payment of half the estimated fee is due before we can start your taxes.  Final payment is due BEFORE you take the tax return home.

 

Will you give me an estimate as to how much my refund will be?  No.  Although we wish we were, we are not magical.  Providing such an estimate requires computing complex tax calculations based on pages of tax tables, limitations and exceptions.  It’s better to let us prepare the taxes and give you an accurate number.

 

Will you go over my completed tax return with me?  Hanna will go over your taxes with you if you would like.  There is no additional fee for this service, but it does require an appointment.  Note that returns that arrive in our office after March 15 are not likely to be able to get a go over appointment until after April 15.

 

Can you E-File my tax return?  We are now required to E-file ALL tax returns.  We have found the IRS’s e-file system to be safe, accurate, and efficient.

 

When will I get my refund?  If you use direct deposit, the refund will arrive in ten to seventeen days.  Add another ten days if you will receive your refund via check.

 

What happens if I need to make a change on my tax return?  If the return has not yet been filed with the IRS, our “redo” fee is an hourly rate with a minimum of $20.  If the return has been filed, then an amended return will be necessary which costs $163 minimum, billed out at hourly rates.

 

 What if I find an error?  Due to our review systems, errors are very rare, but they do happen.  We correct all errors we make at no additional cost to you.  Any penalties caused (not tax or interest) will be handled.  Our fees are nonrefundable.

 

Spokane’s only CPA firm
personally endorsed by Dave Ramsey