Our Services
I. Tax Research
We provide the following tax research support services:
A. Tax Research Documentation
This research takes the form of tax research documentation which is preceded by and/or followed with one or more discussions by phone or email.
B. Tax Research Memorandums
In addition to the hotline-type tax answers we provide in the form of research documentation and phone advice, we also provide tax research memorandums which may be peer reviewed by another CPA or tax lawyer.
II. Tax Audit Consulting
There may be times when you need some help with a tax audit of one of your clients. Regardless of the stage at which the audit is at we can help. If a tax lawyer is needed we will help you to dicide who the right person is and if needed, refer you to the appropriate tax professional. We have built up a network of tax specialists over the years.
III. Tax Dispute Consulting
There may be times when you need some extra help with a tax controversy. This work may involve only a few hours of work or you may require more extensive work from us. As a Certified Mediator with a Masters Degree in Conflict Management, I have had extensive experience in dealing with disputes, including tax disputes. Tax controversy work is an art as well as a science and decisions in this area should be made carefully. Depending on the type of engagement, a full engagement letter may be needed.
OUR ENGAGEMENT AND BILLING PROCEDURES
I. Tax Research Consulting Services For Tax Professionals
Engagement Letters-You do not need to sign a full engagement letter up front for our Basic level of service. We will discuss the basic terms of our engagement with you by phone before we begin work with you. When we send you our research documentation the terms of our service will be included in writing on the cover letter attached to our research. If for some reason you do not agree with these terms, please let us know immediately. For our other services, a full engagement letter will probably be required.
Invoices-You are invoiced after you have received the tax research documentation. You will be invoiced for all telephone conference time, research time and the administrative time it takes us to email you our documentation. => THE RESEARCH DOCUMENTATION SHOULD BE TO YOUR SATISFACTION.
Our Rates => The rate for our services are priced fairly. Ask us what our current rates are. We bill you based on 1/10th of an hour increments. We have different rates for our Basic and Premium Services.
