Pricing and Policies

One of the questions I get asked most is “How do you charge, and how much do you charge?”.  The guide below provides pricing guidance for services.  After an initial consultation, I will provide you with a proposal and work can only commence once an engagement letter is signed by the client and myself.

Initial Consultation
20 minute phone consultations are complimentary.  I would like to understand what your needs are and how I can help.  Once we determine we are a good fit to work together, I provide a proposal and fee range for the services you request from me.   Work will only commence once both parties (client and CPA) sign an engagement letter. 

Hourly charges
$225/hour for non tax return engagements (i.e. consultations on business organizations, retirement account allocation consultations, bookkeeping, etc.).  I provide an initial fee range to you.  Once work reaches the end of that range, we will discuss how you would like for me to continue. 

Personal Annual Tax Return Charges
I provide personal tax services starting at $275 when you utilize my online portal. In-person return services start at $450. When you contact me and we discuss your return, I will provide a more detailed quotation.

Business Annual Tax Return Charges
Business return services are charged at $225/hr. When you contact me, I will provide a more detailed quote depending on your situation.

Key Policies

• For hourly engagements, a retainer of 25% of the proposed fee must be paid upon engagement letter signing.
• I respect your time and I ask you respect mine as well.  In that spirit, if you need to re-schedule an established appointment less than 24 hour before the appointment, I may impose a $75 appointment cancellation fee.
• Payment for tax return services must be made prior to filing with the taxing authorities.
• If you are a new client, my policy is to meet with you (in-person or virtually).  For all tax return work, I require you to provide a form of government issued ID (Driver’s license, state ID card or US passport) for each adult listed on the tax return.  This is also an IRS requirement.
• I accept credit card payments with a 3% convenience fee added to the final invoice
• Checks are accepted and should be made payable to Jennings Smith, CPA, PLLC.
• All other terms of engagement covered by engagement letter which is required to be signed prior to work commencing.