Our Payment Terms
Payment is due at the time the tax return has been reviewed and approved by the taxpayer and prior to transmittal. Clients receive a draft copy of their return for review via PDF file through ShareFile or email. All finalized returns are filed electronically. The direct deposit of any refund received is a service that is included in the base fee.
There are multiple payment options. Clients may wish to pick up their final tax return file copies in person and may pay by check at that time. If clients choose to mail a check for payment, it must be noted that tax returns are generally not transmitted for electronic filing until payment is received. Another option is to pay by credit card. This tax practice accepts Visa, Master Card, and American Express. There is a 2% supplemental charge for paying by credit card, Venmo or Paypal. We recently added Paypal and Venmo as payment options in 2022.