JM ACCOUNTING POLICy
Privacy and Security: Your information is never shared with anyone and always kept under lock and key. I will not even use a third party mailer service to keep your name and address private.
Prep Fee Estimator: $99 Base fee plus Charge-By-Form $45 average per form W2/1099 series, 1040 schedules/attachments.
Minimum Prep Fee: $249.99 resident or nonresident, $349.99 dual-status resident (1040/1040NR together).
Discount Policy: Prompt or immediate payment is required for all discounts or as agreed on if more time to pay is required. Discounts may be given at our own discretion.
Off Season Price Increase: +$99 for tax services requested between April 1 (current year) and February 1 (next year).
Special Elections and Letter Requests to IRS: $99.
Minimum Correction Fee: $0 for mistakes on my part, $349 for any other reason.
Audit Assistance: $0 for customers in good standing! $99 hourly with minimum fee of $249 for non-customers or customers in bad standing.
Reasons for Refusal of Service: Missing documents W2/1099/1098/1095 series, late payers, nonpayers, failed or pending business or transactions, failure to keep books (business filers), rudeness, hiding income or cheating taxes, dishonesty or lack of integrity.
Prep Fee Estimator: $99 Base fee plus Charge-By-Form $45 average per form W2/1099 series, 1040 schedules/attachments.
Minimum Prep Fee: $249.99 resident or nonresident, $349.99 dual-status resident (1040/1040NR together).
Discount Policy: Prompt or immediate payment is required for all discounts or as agreed on if more time to pay is required. Discounts may be given at our own discretion.
Off Season Price Increase: +$99 for tax services requested between April 1 (current year) and February 1 (next year).
Special Elections and Letter Requests to IRS: $99.
Minimum Correction Fee: $0 for mistakes on my part, $349 for any other reason.
Audit Assistance: $0 for customers in good standing! $99 hourly with minimum fee of $249 for non-customers or customers in bad standing.
Reasons for Refusal of Service: Missing documents W2/1099/1098/1095 series, late payers, nonpayers, failed or pending business or transactions, failure to keep books (business filers), rudeness, hiding income or cheating taxes, dishonesty or lack of integrity.