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Finesse Tax Accounting, LLC

Entity Annual Engagement Agreement

Entity Biographical Data

Is this your first entity engagement for this particular entity with Finesse Tax Accounting, LLC? *
Will you need Finesse Tax Accounting, LLC to prepare a 2024 entity return for your entity by the coming March 15th 2025 deadline (or Sept 15 2025 should you need an extension)? *
Type of Entity *
Did you close your company/cease operating or transacting business during 2024? *
Did you file Articles of Dissolution with the state or states (jurisdictions) in which you were registered? *
PLEASE NOTE BEFORE WE CAN MARK YOUR 2024 RETURNS AS FINAL WE MUST SEE A COPY OF THE ARTICLES OF DISSOLUTION AND CORRESPONDING APPROVAL FROM THE STATE OR JURISDICTION IN WHICH YOU ORIGINALLY REGISTERED AND SUBSEQUENTLY DISSOLVED.
PLEASE NOTE THAT UNTIL SUCH TIME AS YOU FILE PROPERLY APPROVED ARTICLES OF DISSOLUTION WE WILL NEED TO CONTINUE FILING TAX RETURNS WITH BOTH THE IRS AND THE STATE OR STATES IN WHICH YOU ORIGINALLY REGISTERED IN ORDER TO AVOID PENALTY FOR FAILURE TO FILE.  SO WE STRONGLY ENCOURAGE YOU TO FILE YOUR ARTICLES OF DISSOLUTION WITHOUT DELAY.

Entity Contact Information

Shareholder or Partner Information

Total Number of Partners or Shareholders or Owners (this includes you, if you own part of the company): *
Will any partner/shareholder be reporting a credit for taxes paid to any foreign country on their personal tax returns for the year for which we are presently preparing this entity tax return? *
If yes, will any partner/shareholder expect to take a foreign tax credit on their personal returns in excess of $300 if single or more than $600 if married filing a joint tax return. *

Shareholder/Partner 1

Is this shareholder or partner a US Citizen? *

Shareholder/Partner 2

Is this shareholder or partner a US Citizen? *

Shareholder/Partner 3

Is this shareholder or partner a US Citizen? *

Shareholder/Partner 4

Is this shareholder or partner a US Citizen? *

5 or More Shareholders/Partners

IF YOU HAVE FIVE OR MORE SHAREHOLDERS/PARTNERS PLEASE EMAIL A LIST TO TAX@FINESSETAX.COM
YOUR EMAIL MUST INCLUDE THE FOLLOWING INFO:
 
1.  NAME OF YOUR COMPANY
2.  NAME OF EACH SHAREHOLDER OR PARTNER
3.  ADDRESS, CITY, STATE, AND ZIP OF EACH SHAREHOLDER OR PARTNER
4.  SOCIAL SECURITY NUMBER OF EACH SHAREHOLDER OR PARTNER
5.  PERCENTAGE OWNERSHIP AS OF 12-31 OF THE TAX YEAR FOR WHICH WE ARE PREPARING TAXES
6.  INDICATE WHETHER EACH SHAREHOLDER OR PARTNER IS A US CITIZEN (IF YOU KNOW WHETHER OR NOT THEY ARE)

Entity Engagement Letter and Consent Form Section

ENTITY ENGAGEMENT LETTER

Dear Client,

Thank you for the opportunity to work with you in preparing your income tax returns.  To foster a complete understanding of our relationship, take a moment to review the following information.

We will prepare your income tax return based solely on the information you furnish to us.  Upon completion of your tax returns we will return any original tax documents to you unless otherwise instructed by you.  From time to time our office may retain scanned copies of your documents for our records, however you should retain all documents, cancelled checks and other data that form the basis of income and deductions and other tax return forms, schedules, elections and disclosures.  Such documents include but are not limited to, all receipts, invoices, bills and proper records to support all deductions claimed for items such as meals, travel, business gifts, charitable contributions, supplies, services, and vehicle use (if applicable), as well as bank and credit card statements.  These records will be necessary to prove the accuracy and completeness of the returns to taxing authorities, should your returns be selected for examination. We recommend keeping all documents and copies of your returns for a minimum of five years after you file your tax returns or after their due date, whichever is later.

Our work in connection with the preparation of your income tax return cannot be relied upon to disclose errors, irregularities or illegal acts, including, without limitation, fraud that may exist within the documents or figures you provide.  We will use our professional judgment in resolving questions where the tax law is unclear or where there may be conflicts between the tax authority’s interpretations of the tax law and other supportable positions.  Unless instructed by you, we will take a tax position in your favor whenever reasonable.  We cannot provide any assurance that tax positions taken will not be challenged or ensure the ultimate outcome of such a challenge.  Moreover, we cannot be responsible for issues arising from any income, expenses or other information not provided to us at the time of tax preparation or prior to the filing of your returns.

Please note that this engagement, and this firm’s services, include but are not limited to general and annual income tax related services.  Unless specifically requested by you, and agreed upon in writing we do not provide any services related to payroll tax, sales tax, excise tax, and personal/tangible business property tax or services related to property taxes assessed on real property, whether residential or commercial.  Nor can we be relied upon to determine or report your compliance, or lack thereof, with any Federal, State, or Local business-related laws, health care or human resources regulations, retirement plan compliance or any business, property, or professional permitting/licensing.   

The charges for our services are on a “per form” basis with references to time spent by our professional staff to perform the work, and costs incurred for related supplies and expenses, including copy charges, overseas/long distance phone charges and computer processing charges.  It is company policy not to release tax returns or any tax related reports, schedules, information, advice, or notes without payment in full.  Should a situation arise where services have been rendered but payment is not received and our firm is forced to or elects to seek legal assistance to collect fees due to us, please note that you may be asked to reimburse our firm for the legal costs to collect any outstanding balance due.

Because we understand that cost is an important issue for many clients, we will do our best to provide you with an estimate of our fees prior to completing your returns but please understand that circumstances arise which may raise or lower the estimated fee.  We will contact you if such a situation arises after you receive an estimate. 

If you are completing or need us to complete a Condominium Association or HOA form 1120-H please note our standard fee of $400, has increased to $500 for all 1120-H Forms prepared/completed after November 1st, 2024.

Please be advised that effective November 1st, 2024, our tax preparation fees have increased.  After a prolonged period where our fees remained the same, we are instituting a $50-$100 increase in our tax preparation fees, across the board for all clients.  While it is never our goal to increase fees, it is sometimes necessary and for the coming season, this is the case.

Please also be advised that as of January 1, 2023, Finesse Tax Accounting, LLC has moved to a tier-based fee structure.  This structure applies to all tax preparation engagements except 1120-H Condominium Association Returns which pay a flat rate of $500 per year.  Any services provided thereafter, for our Condo Assn clients are billed at $375 per hour.  Under this tiered structure, you may select, annually, your fee tier.  Under Tier 1, you will be charged a flat rate for tax preparation services plus $375/hour for advisory services.  Under Tier 2, you will be charged a flat rate that is higher than Tier 1, however there will be no hourly charges for advisory services.  For more information on our tiered fee structure, please contact our office by phone/email and we can provide you with detailed information to help inform you about all aspects of the tiered structure and make whatever decision is best for you.  However, many questions about our tiered fee structure can be answered below by scrolling down to the section titled Tiered Fee Structure at the end of this form.

For planning purposes to help you map out when you turn in your data, Finesse Tax Accounting, LLC has a surcharge that exists for returns which are started in close proximity to the main March and extended September deadlines whereby, you expect to file by the coming deadline.  While we understand circumstances arise that might push your filing close to a deadline, for most taxpayers, most of your tax documents and information should readily be available in January and February.  Also, this engagement agreement is available December each year and you can always complete your annual engagement agreement very early, annually.  Waiting until the last weeks of any tax season, to turn in your information, creates a substantial time and monetary burden on Finesse Tax Accounting and our staff members, in terms of increased labor and overtime costs, which is why there is a surcharge for waiting until a deadline is upon us or in close proximity to when you start your tax preparation engagement. 

Should you engage our firm to prepare your 2024 taxes but do not provide us with both this engagement agreement and at least 50% of your tax return documents/information by Feb 25th, 2025, but you expect to file by the March 2025 deadline, a surcharge of $250 will be added to your final invoice for your tax preparation engagement.  This fee will not apply if you agree to go on extension allowing for more time to file beyond March 15th or if we inform you that finishing your taxes by the deadline is not possible.  Moreover, whether you are an existing or new client, if we are beyond the March deadline and you engage with our firm for your 2024 returns and fail to provide us with both this engagement agreement and at least 50% of your tax return documents/information by August 25th, 2025 but you expect to file by the September 15th, 2025 deadline, a surcharge of $250 will be added to your final invoice for your tax preparation engagement.  So please note, you can avoid this surcharge fee by turning in both this engagement agreement and at least 50% of the information needed to prepare your returns, prior to either February 25th, 2025, or in the case of clients on extension, August 25th, 2025.

All invoices issued by Finesse Tax Accounting, LLC to you in connection with our services rendered per this or any engagement, must be paid within 14 days from the date on the invoice.  Any invoice, aged longer than 14 days, will be assessed a 10% administrative and operational collections fee.  Please note, if your invoice remains unpaid after 30 days from the date on the invoice, another 10% administrative and operation collections fee may be assessed.  Should your invoice remain unpaid at or after 60 days from date on your invoice, we reserve the right to assess further administrative and operational collections fees.

Upon completion of your returns and after you have paid your tax preparation fees, we will provide you with a copy of your returns as well as the e-file signature authorizations and any applicable payment vouchers to complete your tax filing.  You should review the completed returns carefully.  If you see anything that requires changing, please bring it to our attention immediately and we will either explain the matter to you or correct it without delay and provide you with new, corrected copies.  If you are satisfied with the returns and see no issues, please sign and date the e-file signature authorizations and return them to this office immediately.  Please note that all taxing authorities prohibit us from transmitting your tax returns without signed authorization from you.  Please also note that if your returns cannot be e-filed we will provide you with paper copies to sign and mail to the taxing authorities.

Please be advised that if you receive any correspondence from a taxing authority that pertains to your tax returns, we do not consider this to be included with your standard tax preparation engagement however, we will be happy to address this matter on your behalf or advise on the best course of action.  This service would fall under the category of advisory services and depending on your tier selection, you may be charged an hourly rate for our work in connection with your tax authority letter.  Should you fully engage us to resolve a tax authority letter, please be advised that at any time in the resolution process you may choose to have us cease our work in connection with your correspondence, but we will require said request in writing with your name and signature included.  If, during the course of this work, it becomes apparent the correspondence received was due to an “error” or “omission” by this office there will be no charge for handling the correspondence regardless of the time involved.  For purposes of this agreement an “error” or an “omission” is defined as Finesse Tax Accounting entering information you provided incorrectly on your returns or omitting data or information from your returns that was in our possession at the time of preparing or filing your returns.

Please also note that audit/examination representation work is not included in the tax preparation fee regardless of the tier selection you make annually and is considered a different engagement with a separate fee structure.  If you have any questions regarding the specifics of audit/examination representation please feel free to ask any time before, during or after your appointment.  Again, if your returns are audited or examined by any taxing authority, for any reason, the fee you paid for tax preparation does not include the costs to represent you with regard to any audit or examination.

Should Finesse Tax Accounting, LLC, it’s owner, employees, or other individuals involved in the operations of Finesse Tax Accounting, LLC be subpoenaed or compelled to provide statements, information, testimony, or in any way participate, voluntarily or involuntarily, in any proceeding initiated but any public or private entity, agency or individual, by signing this agreement you agree to compensate and reimburse Finesse Tax Accounting, LLC for any and all costs associated with this participation to include but not be limited to legal costs, supplies, travel related expenses and any other compliance related expenses.  You also agree, regardless of your tier selection, to compensate Finesse Tax Accounting, LLC for the time associated with participating in said proceeding at our hourly rate of $375 per hour.

Finesse Tax Accounting, LLC takes your privacy and personal information very seriously.  We will take whatever steps are necessary to safeguard that information and will never sell or disclose said information to anyone outside the firm for any reason.  Please note that while we will protect your confidential information, our firm, from time to time, will need to utilize some of your information for internal purposes not related directly to your current year tax preparation or for administrative reasons or to alert you to something we feel you need to know.  Examples of this usage might include mailing/emailing you a newsletter, mailing a holiday card, sending a text message to alert you to a tax law change, alert you to coming deadlines, or remind you of something we feel is important to assist with the filing or out processing of your returns.  By signing this letter, you agree to allow Finesse Tax Accounting, LLC access/usage to your information for such instances including but not limited to the aforementioned examples.

Please also note that in an effort to do our best to protect you from the increasing threat of identity theft and to ensure the returns filed by our firm are accurate, true, and pertain to the proper client or taxpayer, Finesse Tax Accounting, LLC reserves the right to request, as condition of our providing services, certain documents to verify your identity and the identity of others you may be listing on your tax returns.  This is for your protection and for the protection of your spouse and/or dependents and these documents will be safeguarded to the best of our ability and in accordance with our document protection procedures.  Such documents requested by our firm may include but are not limited to; government issued photo identification, Social Security Cards, birth certificates, or visa and immigration related documents.

If you agree with the terms of our engagement as described in this letter, please sign below.  Please be aware that by signing below and giving us your income tax information, you expressly agree to the terms of this engagement letter.  We want to thank you for putting your trust in Finesse Tax Accounting, LLC and look forward to a long and mutually satisfying relationship.

 

Warm Regards,

Michael L. Fine, CSA

President

Finesse Tax Accounting, LLC

SIGN IN BOX BELOW WITH YOUR MOUSE OR A STYLUS IF USING A TOUCHSCREEN ENABLED DEVICE
Please sign indicating agreement with the above engagement letter. *
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CONSENT TO USE OF TAX RETURN INFORMATION

Federal law requires this consent form be provided to you.  Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return.  However, federal law also prohibits us from revealing any personal or financial information to any third party.  Therefore as a matter of fact, we will never reveal your financial or personal information in any way, to anyone, unless you specifically request we do so, and provide in writing to us the specific person or persons to whom you wish that disclose to be made, which is done on a wholly separate consent form from this.   For the purposes of this consent form please note we are seeking consent only to satisfy requirements set forth by federal law so we may speak with you on the phone, send you email correspondences of any kind, send you mailings, newsletters, email reminders, holiday and occasional cards and greetings, and reminders of upcoming deadlines, etc. 

You are not required to complete this form.  If we obtain your signature on this form by conditioning our service on your consent, your consent will not be valid.  Your consent is valid for the amount of time that you specify.  If you do not specify the duration of your consent, your consent is valid for a period of three years from the date you have signed the consent.

The undersigned hereby consents to the use; by Finesse Tax Accounting LLC, its owner, employees, and staff; of any and all tax return information pertaining to:

  • Direct questions, inquiries or requests you make regarding your tax returns, situation, or issues.
  • Requests you make for copies of your documents, figures, numbers, or information.
  • Upon your direct request in order to connect you with another professional in another field or profession so you may gain further information on a certain topic not available or in the realm of expertise of this firm.
  • Notification of important tax law changes.
  • Notification of changes or information that will impact our engagement, such as a change of firm website address, email address, physical location, or other such contact, biographical or geographical information.
  • Other reasonable business purposes including but not limited to: appointment reminders, holiday mailings, birthday greetings and other informational mailings.

The tax information may not be disclosed or used by Finesse Tax Accounting, LLC, its owner, employees, or staff, for any purpose other than that which is permitted by this consent document.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484 by email at complaints@tigta.treas.gov.

SIGN IN BOX BELOW WITH YOUR MOUSE OR A STYLUS IF USING A TOUCHSCREEN ENABLED DEVICE
Please sign to indicate you give consent as spelled out above. *
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Finesse Tax Accounting, ID Policy
 

Finesse Tax Accounting, LLC takes compliance with all Federal, State, and Local laws/regulations/guidance seriously.  Our firm also voluntarily goes above and beyond the basic compliance in most cases to ensure, among other things, that we protect the integrity of the tax preparation process year after year.  Due to revisions to the regulations in our industry, our firm is now collecting copies of government photo identification to ensure that we continue to perform our duties for you, the client, up to the highest standards of compliance.  So please note that upon completion of this agreement to engage our services, you may be subsequently asked to provide a copy of a valid, government issued, photo identification.  Please note that while we understand in some cases this may pose a hardship, this action and collection of ID is our effort to continue our consistent over compliance with government regulations.

In addition to the collection of your ID please note that in some cases our firm will be required to perform a verification of identity using a secure, third party, service.  This is being reserved almost exclusively for new clients who are working remotely and should not be used in cases where you are an existing client or have come into our office to provide the necessary documentation and information used to prepare your tax returns.  The cost of this third party verification system will NOT be imposed directly on any client for whom we choose to employ it, as we will be using this system at our professional discretion and do not believe that our choice to use this system in certain instances should be a cost that is passed along to the specific client it is being employed for.

We apologize for any discomfort or inconvenience this policy has caused or may cause but we can assure you minimal interference with your tax preparation engagement and we can assure you again, this is policy has been put in place to ensure that Finesse Tax Accounting, LLC is on the cutting edge or and miles ahead of any minimal standards of compliance that exist to protect the integrity of the tax preparation process and to protect your safety, security, privacy, and identity.

Annual Update Related Questions

Did your entity pay any individual or single member LLC $600 or more during the year for which this tax return is being prepared? *
Did you or will you issue 1099-NEC or 1099-MISC forms to these individuals or single member LLC's? *
Would you like Finesse Tax Accounting, LLC to discuss our 1099 preparation and filing services with you to ensure you are compliant with the tax code governing the required issuing of 1099 forms to any individual or single member LLC who received $600 or more in payments from your entity? *
Did your entity have an W-2 Employees during the year for which this tax return was being prepared? *
Did your entity receive, sell, exchange, or dispose of any digital assets during the tax season for which we are preparing this return? Please note for purposes of this question a digital asset refers to crypto/virtual currency (think Bitcoin), Stablecoins (think Tether) or any NFT's (non-fungible tokens) that is or was stored digitally, has value, has established ownership and is discoverable. This question applies to all digital assets regardless of where they are or were located/stored/transacted/received during the year, whether inside or outside the USA. *
Work Opportunity Credit
If you had one or more employees do any of your employees fall under any of the categories below? If so check the target group or groups under which any employee might fall. If none of the below apply check NONE. *
Increasing Research Activities Credit
Did your business incur expenses related to research that either did, will, or was intended to discover information that is designed to develop new and/or improved business components to your business or businesses in your industry? *
Disabled Access Credit
During the tax year for which we are preparing taxes, did your business spend money to comply with the Americans With Disabilities Act of 1990?" Expenses may include: 1. Removing barriers that prevent access to the business or building in which the business may operate. 2. Providing qualified interpreting services to or for hearing impaired individuals. 3. Providing qualified readers, taped text, or other visual assistance materials for individuals with visual impairments. 4. Acquisition or modification of equipment or devices for use by individuals with disabilities. *
Renewable Electricity Production Credit
During the tax year for which we are preparing taxes, did your business produce electricity from any of the following sources: wind, closed-loop biomass, open-loop biomass, geothermal, solar, municipal solid waste, hydropwer, marine/hydrokinetic renewables? *
Indian Employment Credit
Did you employ anyone who is an enrolled member (or spouse of enrolled member) of an Indian Tribe? *
Did this employee provide substantially all of their services to your business while working physically within an Indian Reservation? *
Is the employee's principal residence while working for you on or near the reservation where the services are provided? *
Employer Social Security & Medicare Taxes Paid on Employee Tips Credit
Is your business in the food and beverage industry AND do you have employees who receive tips where you pay social security and medicare taxes on said tips as the employer? Please note when we ask if you "pay" we do not mean withhold from the employees and remit, we mean that you pay the employer portion out of your company accounts for the employer side of social security and medicare tax in addition to whatever is withheld from said employee. *
Small Employer Pension Plan Start Up Cost Credit
During the tax year for which we are preparing taxes, did your company set up a SEP, SIMPLE IRA, or 401k type retirement plan where employees (EXCLUDING YOU or YOUR Spouse or children) were able to enroll and participate? *
Credit for Employer-Provided Childcare Facilities and Services
During the tax year for which we are preparing taxes, did your company provide a physical child care facility or incur expenses to provide onsite childcare for non owner employees? Non owner meaning anyone without ownership in your company? *
Credit for Small Employer Health Insurance Premiums
During the tax year for which we are preparing taxes, did you pay 50% or more of the health insurance premiums for your non owner employees? Non owner in this case means anyone who does not have any ownership in your company. *
Employer Credit for Paid Family and Medical Leave
For the tax year for which we are preparing taxes, does your company have a written policy that provides for paid family and medical leave for ALL non owner employees with at least one year of employment and that allows for employees to receive at least 50% of their regular pay for at least two weeks, should they require leave the in the following circumstances:

1. Birth of child or to care for said new born child
2. Placement of child in employees home following adoption or placement by a foster care agency
3. To care for a sick spouse, child, or parent of employee who has a documented medical condition
4. Medical condition of the employee that renders employee unable to work or perform the functions of the employees position or job
5. Employee, employees spouse, or employees child(ren) has been called to active duty to serve in the United States Armed Forced or has been notified they will be called to active duty in the near future
6.  To care for a spouse, child, parent of employee, or next of kin of employee who was/is a member of the United States Armed Forces and is suffering from an injury or illness resulting from or that took place during their service in the military. *

Tiered Fee Structure

Finesse Tax Accounting operates under a tiered fee structure.  It’s important to note, the tier you select, when engaging with our firm does NOT determine the services you are entitled to.  Every client has access to tax preparation and advisory services.  The tier you select determines what and how you will be charged.  Please read the following information and select the tier that best suits your needs below:

  • Our services are formally divided into two categories: Tax Preparation Services and Advisory Services.
  • Your engagement will allow for you to receive both services, however whether you pay for Advisory Services or not will depend on which tier you select.
  • Tier 1 - Tax Preparation fees are reduced $150 from our base fee. Advisory Services are available under Tier 1 at $375/hr.  Advisory Services are invoiced in 6-minute increments.
  • Tier 2 - Tax Preparation fees are increased $300 from our base fee. Advisory Services are available under Tier 2, free of charge.
  • For existing clients, if you change your tier from 1 to 2 or 2 to 1, from one year to the next you will see either an increase (Tier 1 to Tier 2) or a decrease (Tier 2 to Tier 1) from year to year in your fees.
  • Should your tier selection remain the same from one year to the next, your fees should remain the same as well.
  • Please note that should your tax return change from year to year, in terms of the forms included or the complexity of your situation, your fees will likely change to accommodate and account for the increase in costs associated with a more complicated return, regardless of what tier you select.
  • Tax Preparation and Advisory Services are detailed below to clarify what is included in your tax preparation fee and what services incur the Tier 1 hourly charge.
  • Tier selections are made once a year, on the Annual Engagement Agreement.
  • Finesse Tax will be happy to provide tax preparation and/or advisory services after you have completed your Annual Engagement Agreement including a valid tier selection.
  • You may change from Tier 1 to Tier 2 during the year. There is a charge of $450 for migrating from Tier 1 to Tier 2.  If you wish to change your tier from 1 to 2, you must do so in writing using our Tier Upgrade Form: https://fs22.formsite.com/DfdRl1/8zaqzom4by/index.html
  • After completing your Annual Engagement Agreement, should you select Tier 2, you may not change your tier selection to Tier 1 for the rest of the year, however the following year when you engage us for the next round of tax preparation you may select a different tier should you choose. For example, in 2024 you select Tier 2.  While you can’t change to Tier 1 during the rest of 2024, in early 2025, when it’s time to engage for your return filing you may select Tier 1 to cover you for 2025. 
  • Tier selections are valid until such time as you change from Tier 1 to 2 using the Tier Upgrade Form or when the year is over, and you complete your next Annual Engagement form for the following year’s engagement.
  • Invoices for advisory services are typically delivered weekly following the rendering of the advisory services you requested. Finesse Tax Accounting, LLC reserves the right to invoice more or less frequently due to holidays, vacations, tax season demands, or other office closures
  • Payment for open invoices is due within 14 days of the date on your invoice. Invoices not paid within 14 days may be subject to a collections and admin surcharge of 10%.

Tax Preparation vs. Advisory Services

Tax Preparation Services

Included in your tax preparation fee, annually are the following services:

  • Scheduling of tax preparation appointment
  • Sending of an organizer or other materials to help you prepare for your tax season appointment and tax return preparation such as organizers, online forms, or lists of deductions
  • The preparation of your tax return, outprocessing services such as invoicing, transmitting copies of your return, and sending/collection of efile pages
  • Sending miscellaneous tax forms to you which must be filing alongside your returns, aka returns that may not be efiled
  • Assisting you, by phone with portal access, locating payment vouchers, or assistance with any part of your tax filing once your returns have been completed
  • Reviewing a prepared tax return ahead of or post filing, up to 3 months after it has been completed or filed with the government
  • Preliminary estimated payment calculation and recommendations rendered when your tax returns are being prepared
  • Referral to another professional when services are needed outside of tax accounting, such as a lawyer, financial planner, payroll or bookkeeping specialist, or real estate related professional (realtor or mortgage lender)
  • Filing of automatic extensions of time to file

Advisory Services

Should you select a Tier 1 Fee Structure the following services will be subject to our hourly charge whether they are conducted by phone, email, or in person.  For Tier 2 these services are free of charge.

  • Planning and Strategy sessions
  • Projection of tax return results
  • Withholding analysis
  • Estimated payment revisions
  • Tax/Accounting/Business related questions, specific to your situation or in general as a matter whereby you are trying to educate yourself or learn about a specific topic to become better informed. This would not include questions you might have that related to an active return which is in the process of being prepared.
  • All IRS and State Tax Authority related representation matters. “IRS Letters” if you will.  This excludes official audit or examination work where the IRS or a state/local taxing authority is seeking to officially audit or examine your returns for a particular year.  Regardless of the tier you select, an hour charge will apply to all audit and examination services.  For more information on audit and examination charges please call our office.
  • Meetings or calls with financial advisors, lawyers, payroll providers, real estate related professionals or any other professional where you have provided a third-party disclosure release and you ask Finesse Tax to collaborate with or communicate with a third party regarding your tax accounting situation. This would apply whether you are present for the call/meeting or not and also applies whether you initiate the call/meeting. 
  • Refund status checks 
  • Mortgage or other lender related “comfort” and verification letters and requests. This also includes any kind of request for income, expenses, or tax return information verification from a landlord, management company, or any other entity where you need us to provide this information.
  • Review of any tax return, greater than 3 months after it has been either completed or filed with the government.
  • Review of employment, legal, or other professional documents that might pertain to your tax situation (stock option agreement, employment or contractor agreement, a lease, etc.)
  • Assistance with ancillary, local, or regulatory related issues such as licensing, entity establishment and compliance issues, or local tangible, personal, or property tax related forms.
  • Discussions about retirement strategy as it relates to your taxes
  • Review of any prior year tax return not prepared by Finesse Tax Accounting, LLC.
  • Preparation of basic returns for children or dependents. For more info on whether you child’s/dependent’s returns are considered basic, please contact our office by phone so we can discuss this in greater detail.
  • Amending previously filed tax returns whether prepared by Finesse Tax Accounting, LLC or not where Finesse Tax Accounting, LLC did not cause the amendment to be necessary.
  • Altering an otherwise completed/outprocessed, but not yet filed return due to an omission of information that was not provided to us during the tax preparation process but would have existed during the preparation process.

Should you require services that do not appear above, please contact our office and we will be happy to review the services you are requesting and provide you with a decision on where your service request may fall and whether an hourly charge is applicable. 

Please note that should you request advisory services by phone, your invoice may reflect time spent by Finesse Tax Accounting, LLC before and after the call takes place and your invoice will not necessarily be for only the time spent actively on the phone with our accounting staff.

Please select, based on the information above, the tier that works best for your business tax accounting needs: *
By signing below I confirm I have read the above details regarding the Tiered Fee Structure for Finesse Tax Accounting, LLC and confirm both my tier selection as well as my understanding and agreement to this structure and the charges and fees I will be subject to under this engagement and tiered fee structure. *
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