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  • Our tax preparation services are limited to our corporate and trust clients who require sophisticated tax planning or have other tax issues. Please note that we are not a tax preparation firm. We only prepare returns and trust accountings for tax planning and trust clients. If you need the services of a CPA, EA or tax preparer for routine tax preparation or trust accounting services, we will be happy to provide a referral.
  • In order to provide our existing clients with the best possible service, we require a minimum fee on all tax projects. Our minimum fee for 2016 is $2,500 for individuals and $5,000 for entities (Trusts and Estates, LLCs or Partnerships, and Corporations). The minimum fee includes basic income tax preparation. Additional schedule preparation, accounting and bookkeeping services, clerical and other charges and consulting will be billed separately.
  • Our minimum fee retainer for trust accounting is $2,500. The minimum fee for supplemental accounting is $1,500.
  • We charge per hour for trust administration services. Our minimum fee is $1,000 a month.
  • As with most professional services, we bill hourly for most work. Ms. Herting's hourly rate for 2016 is $400 for consultations and $350 for other services. We require a signed engagement letter. Ms. Herting's hourly rate has been approved at Riverside County and San Bernardino County (probate) courts.
  • Our hourly rates are standard (average) for the education/experience level of the individuals involved and our geographical location.
  • Unlike most other CPAs, it has always been our policy to not accept referral fees or commissions for services and products we recommend.  Our advice is always unbiased and only for the benefit of our clients.  Our only revenue is derived from our expertise and time.
  • The cost for an initial consultation if you are a pre-qualified business owner who requires tax planning, an executor/trustee, an attorney or other professional is $400. There will be no charge if we are unable to help you. If you retain our services, the initial consultation charge will also be waived.
  • A detailed fee schedule is available for any qualified prospective client.