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Other Costs:

• New clients may have to post a retainer (deposit) before work is started of $500 (individual) or business ($1,500)
• Any client that intentionally misses an appointment they scheduled may be subject to a “no show” fee, depending on the circumstances. Enforced especially during tax season if intentional. These fees range between $50 and $150. A telephone call is easy to make to re-schedule or cancel!
• We provide permanent paper copies to clients (required by law) of all tax returns we prepare. In addition, while anyone remains a client here, as a courtesy electronic copies and other documents are available for download on a client’s web-portal. Additional copies after those are available upon request and review of identity for a minimal fee of $50 per return to cover our costs. These include paper or electronic copies. As a benefit while one of our valued clients, we cover all costs to maintain, upload, and update a web portal for you!
• If you have left our client base, your portal will be removed within the following 5-7 days as we have new clients waiting for those spaces. (Its not unlimited!) You will need to refer to the paper copies and original source documents provided and issued/returned to you when that tax return was prepared. The portal copy is sometimes a draft copy only for preview. We always encourage everyone to rely on the mailed paper copy as the filed version.
• Record retention policy in our office is 7 years, although the Mass Society of CPAs guideline is 4 years.