Questions: How are tax preparation services billed? How are write-up services billed? How are quarterly and annual tax planning services billed? How are financial statement compilation services billed? How are financial planning services billed? Will you tell me how to invest my funds? Answers: How are tax preparation services billed? Professional tax preparation services are billed at an hourly rate of $95 per hour. Because each person's situation is different and because each person has a different recordkeeping style, the time it takes to do a return with the same number of schedules can vary significantly. The value added by hiring a professional is that the professional knows the important tax issues for your particular situation and the return is not completed until all relevant questions are answered satisfactorily. Top How are write-up services billed? Write-up services are billed based upon the number of transactions processed. Write-up services provided summarize checks, debits, credit card and cash transactions as well as regular deposits, credit card deposits and other bank statement credits. $75 is charged for the first 50 transactions per month and additional transactions are $1 each. Top How are quarterly and annual tax planning services billed? Quarterly and annual tax planning services are billed at an hourly rate of $95 per hour and fees vary depending upon the client's recordkeeping abilities and needs. Fees also vary depending upon the depth of planning requested by the client. Top How are financial statement compilation services billed? Financial statement compilation services are billed at an hourly rate of $95 per hour. The amount of time needed to compile the financial statements according to generally accepted accounting principles can vary significantly depending upon the complexity of the client's financial situation and the condition of the client's records. Top How are financial planning services billed? Financial planning services are billed at an hourly rate of $95 per hour. The amount of time required depends upon the client's planning objectives and the time required is discussed prior to the engagement. Top Will you tell me how to invest my funds? No. I am not licensed to give clients advice regarding specific stocks, bonds, mutual funds and annuities. As a certified financial planner, I provide objective based financial planning. This means that I assist my clients to outline their financial objectives, review their available financial resources and to determine changes that need to be made to help them to accomplish their goals. Top