What to Expect
How working with Fred runs.
Tax preparation follows Fred’s usual yearly schedule. Consulting begins with a conversation.
Tax Preparation Clients
Fred’s usual year. He will confirm the dates that apply to your return.
November through mid-January
Engagement letters, organizers, and questionnaires.
January through March
Submission of tax documents through the secure Client Portal.
February through March
Tax return preparation, review, and filing.
Early April
Extensions
When appropriate, additional time to complete returns (not pay taxes).
Consulting Engagements
- Consulting engagements generally begin with a discussion of the issue or question you would like addressed.
- After determining whether the matter is within my areas of expertise, we can establish the scope of the engagement and the applicable hourly billing arrangement.
- Some questions can be addressed in a single consultation. Others may require research, analysis, or a written explanation of the available alternatives.
- Consulting engagements are available independently of my tax preparation services and do not require an ongoing professional relationship.