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Services

Fee Policy

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I do my utmost to keep my fees as reasonable as possible; however, I do not compete with low-cost services providers who advertise that they do “$100 returns”; in fact, I am often called upon to fix $100 (even $200 and $300) returns.  Clients, who engage my services, know that they are getting over 3 decades of experience from a professional who is called upon annually to train fellow professionals throughout the nation.  I am careful, diligent and thorough – my objective is to apply my skills and expertise to ensure that you pay the least tax allowed under the Code while at the same time minimizing the chances that your returns will fail at audit.

I offer introductory discounts to new clients, as well as senior, student and preferred customer rates to existing clients and an out-patient discount to those clients who complete the tax preparation process by mail or e-mail; even an early bird discount if I receive a client’s tax data in FULL prior to my annually published deadline.  For client convenience, I accept payments by check, cash, money order, VISA, MasterCard, Discover card or PayPal™.


  • Advance Payment ($750)

  • Retainer

  • Balance Due

  • Consulting
      Hours

  • Service Contract


Read about my credentials and services and then contact me for a free initial consultation.

Satisfied clients have said:
"Nobody can't afford not to use you, not no how!"

"You're the money; you're the money."

"Your fee would be a bargain at twice the price!"

"You have earned your fees--I don't know how you have the patience for this job."
This Office Promises You:
  • Professional expertise
  • Personal attention
  • Year-round service
  • Confidentiality

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, check or PayPal™.

      PayPal
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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