Frequently Asked

1. My books are a mess, and I am really behind. I’m so frustrated I haven’t touched them in a couple years. Is there anything you can do to help me?

Yes, absolutely. Things probably aren’t as bad as you imagine they are. People get tied up with other aspects of their company or get busy with their families, and before they know it, 2 years have gone by.  We are experts at catch-up bookkeeping and the filing of any prior year tax returns that were left undone. You’ll be in good shape in no time.

2. Will I be charged a penalty for filing my taxes late? Is this something you can help me with?

Yes, we can help you with that.  If you are expecting a refund, there won’t be a penalty for filing late. Even if you have a balance due, if you’ve never filed late before or have a good reason for being late, (good reason defined by the IRS) there’s an excellent chance we can get the penalty abated.   

3. How much do you charge for a tax return?

Individual tax returns vary depending on the complexity of the return. A basic tax return with W-2 income and no dependents would be around $150. I am happy to provide an estimate for more complicated returns when we review your situation.

4. When should I start bookkeeping services?

Any time of year is a good time to get your books organized and establish a recurring maintenance schedule. If you are a new business, we would set up your books to begin with the month you opened your business bank account. If you are an established business and your books are on Quickbooks, we would simply transfer your books to our system and pick-up where you left off. We want to make this process as simple and stress-free as we can for you.

5. What do we need to do to get started?

We will schedule a meeting to talk more in depth about your business. I will want to learn as much as I can about what your company does and what your goals are. I’ll ask questions about how things are managed there and about what’s working and what isn’t.  We will talk about The Bookkeeper Inc too.  I’ll tell you more about what we do and how & why we do it. We will find out if our businesses are a good fit in this meeting. If we are a good fit, I will give you a list of the things we will need to get started for you.  That is how our relationship will begin.

6. How much do you charge for bookkeeping?

If you are looking for a full-charge bookkeeping service, our rates vary according to company size and the number of transactions per month. To get a general idea of cost, on the Services page there is a few bookkeeping packages outlined with the monthly service pricing. The packages range between $225 - $550 month.

Misc bookkeeping or various admin tasks are billed by the hour. My normal rate is $65.

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Privacy Policy

The Bookkeeper Inc focuses on implementing fair information practices that are designed to protect your privacy.

You may have some concern about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.

Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications

The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:

We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.

If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.

You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.