How do you bill for your services?
I will bill you for tax return services upon completion and delivery to you of the draft copy of the tax return. The charge is on a per form basis; see the Fee Schedule 2010 for specific information about each form. You will receive an invoice from me when you receive the draft copy. All other services are billed upon completion and are generally charged by the hour.
What hours are you available?
I am available during Monday through Thursday, 10:00 am to 6:00 pm. I am usually in the Austin office on Wednesdays, so you can contact me via my cell phone, 512-633-4170 between 8: 00 am to 10:00 am and 4:00 pm to 6:00 pm as I travel. If you need to meet with me at other times, please contact me and we can make arrangements.
What role do you play if the IRS audits me?
I will be happy to represent you in an audit. I charge by the hour at my usual hourly fee.
How much and what kind of preparation do you need for my return?
I prefer that your materials be in a computer accounting program, but I have taken materials in almost every imaginable form!