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My aim is to keep my fees as reasonable as possible, while being fairly compensated for my time and expertise. Rates are generally set to compensate as closely as possible for the time spent on your tax return. If a tax return takes longer than originally anticipated, the fee will increase. It will not increase, however, because of small or incidental additional time. Please call or e-mail to request additional information or to schedule an appointment. I offer a free ½-hour introductory consultation. I'm eager to help, but will only quote fees after evaluating the work to be performed. Since every client situation is unique, I'm sure you'll understand that it would be unfair to the prospective client and to me to establish a fee before carefully assessing the client's needs. Note: I don't charge flat fees. The fee can vary each year based on the information that you provide. One year could be more or less than the previous year. If you were a client last year and your tax information is very similar, then you can expect your fee to be close to or the same as last year's.
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Service Contract:
Clients have the option to purchase my Service Contract which will entitle them to unlimited hours of free consultation in lieu of my customary hourly rate on such topics as withholding allowances, estimated tax computations, job changes, out-of-state moves, new home purchases, refinancing, divorce and adoption, college savings, retirement plans, business start-up, amongst many other issues.* *Contract does not cover audit representation or problem resolution.
Payment Options:
I accept payment by cash or check, as well as VISA and MasterCard. |
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Disclaimer: The information contained herein should not be used in any actual transaction without the advice and guidance of a professional tax advisor who is familiar with all of the relevant facts of your personal situation since the information is general in nature and not intended as legal, tax or investment advice but is merely educational. Furthermore, the information contained herein may not be applicable to or suitable for an individual's specific circumstances or needs and may require consideration of other matters. To ensure compliance with certain U.S. Treasury Regulations note that, unless expressly indicated otherwise, any advice in this website relating to any federal or state tax issue is not intended or written to be used and cannot be used by any person for the purpose of avoiding any federal tax penalties. Monica Haven assumes no obligation to inform any person of any changes in the tax law or other factors that could affect the information contained herein. And Monica Haven does not offer legal advice or services in any jurisdiction in which she is not licensed; nothing herein should be interpreted as the creation of a fiduciary or client/attorney relationship. This website is not intended for use by viewers in any state in which the site may fail to comply with the regulatory and ethical restrictions imposed by that state.
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