· Be sure that everything is posted into your books prior to sending them to us.
· Summarize as much information as reasonably possible.
· Completely fill out your personal tax return organizer.
· Consult with us before you take on a large project or sign a large contract or purchase or finance a large asset.
· Pay all invoices by their due date to avoid service charges.
· Schedule a tax planning appointment one to two months before your year-end. This can help us determine if changes in the tax laws or changes to your personal/business circumstances impact you and how to minimize, or eliminate, their effect on your tax liability for the year.
In some cases, you may not be interested in doing some of these things. That's OK. We can perform these tasks for you or, if you prefer, we are happy to refer outside services to you that will help with these tasks in a more cost effective manner than we are able to provide. For instance, we can identify payroll service companies to prepare your payroll etc.
Although most clients choose a Fixed Price Agreement for our services, we realize that there are occasions that clients prefer to pay by an hourly rate. As always, our goal is to meet our clients' needs, whether the service is for a one-time project or for any of our many services.
The standard hourly billing rates for COBB, STEES & COMPANY, LLP effective January 30, 2006, are as follows:
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Service Level
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Maximum Rate
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Admin
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$85.00 per hour
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Bookkeepers
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$95.00 per hour
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Accountants
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$175.00 per hour
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Principals
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$250.00 per hour
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(Additional Premium is charged for all Rush Jobs.)