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When do you bill for your services?

Our standard billing procedure is to bill monthly for ongoing services. We require payment upon receipt. Payment for tax services is expected upon completion of tax returns. All standard forms of payment are accepted, including credit cards.

What hours are you available?

We are available during normal business hours, which are 8:30 a.m. to 5:00 p.m., Monday through Friday. We would be happy to make special arrangements for evening or weekend appointments. During the summer our Friday hours are 8:30 a.m. to Noon.

What role do you play if the Internal Revenue Service or Department of Revenue audits me?

We stand ready, at any time, to support you in the event of an audit or a collection issue. For a modest $30 IRS/DOR Correspondence Fee added to your annual tax preparation fee, we provide you up to three hours of our time to resolve audit issues. Additional time spent will be billed at our normal billing rates.

If you opt-out of the $30 IRS/DOR Correspondence Fee we will spend whatever time necessary to resolve the audit issues for you, at our normal billing rates.

How much and what kind of preparation do you need for my return?

For business returns, we prefer that your materials be maintained in a computer accounting program, but we have taken materials in almost every imaginable form. Contact us with questions about specific software packages. For individual returns, we request original documents, such as W-2 forms, 1099s, 1098s, etc.

What is your service area?

We service Central Massachusetts and Northern Connecticut, primarily southern and central Worcester County, Eastern Hampshire and Hamden counties and northern Windham County including but not limited to the following towns:

Auburn, Brimfield, Brookfield, Charlton, Douglas, Dudley, East Brookfield, Grafton, Holden, Holland, Leicester, Millbury, Northbridge, North Brookfield, Oxford, Palmer, Paxton, Shrewsbury, Southbridge, Spencer, Sturbridge, Sutton, Thompson, Uxbridge, Wales, Ware, Warren, Webster, West Brookfield, Whitinsville, Woodstock, and Worcester.

In addition, we serve clients located outside of Massachusetts.