Fixed fees,
published.

We quote a fixed fee before any work starts and write it into the engagement letter. The fee covers everything the letter lists, so a phone call or a quick question never turns up as an extra line on the invoice.

Monthly clients are billed on the first of each month. Return-only clients get one invoice when the return is ready to sign. You can pay by bank transfer or card from the client portal.

If you add a business, buy a rental or need a new state return, we send the new fee in writing before we start that work. You decide whether we go ahead.

Yes. The first hour with a partner is free, and you leave with a written scope and a fixed quote whether you hire us or not.

You meet the partner who would lead your file, at our New York or Montclair office or by video. We go through last year's return and what changed this year, then send an engagement letter with the fee within two business days.

One partner leads your file and one manager handles your documents and questions. You have both names, direct lines and email addresses from the first week.

Within one business day. During filing season, anything with a deadline attached gets an answer the same day.

Yes. With your permission we request last year's returns and workpapers from your current firm, bring the books up to date and agree the fee for that catch-up separately in the letter.

Yes. We file Form 4868 for individuals or Form 7004 for businesses before the deadline. An extension gives you more time to file, but any tax owed is still due on the original date, so we estimate it and send you the amount to pay.

If you are self-employed, own a rental or have income with no withholding, you probably do. We work out the quarterly amounts with your return and send a reminder with the exact figure two weeks before each due date.

Don't reply or pay yet. Upload every page to the portal and your manager will tell you within one business day what it means and what happens next. If we prepared that return, answering the notice is part of your fee.

Every state where you or your business has a filing requirement. Most of our clients file in New York and New Jersey, and we handle the part-year and nonresident returns that come with moving or commuting between them.

Every file you upload is encrypted in transit and at rest, in a folder only you, your partner and your manager can open. Nothing travels as an email attachment.

Yes. The portal asks for a code from an authenticator app or a text message each time you sign in on a new device. Setting it up takes about a minute from the welcome email.

We keep returns and workpapers for seven years after filing, which covers the period the IRS can normally review. You can download your own copies from the portal at any time.

Yes. Ask your manager to add them and choose whether they see everything or only the folders you pick. Each person signs in with their own account and their own two-factor code.