The minimum fee for a phone call or video meeting is $100.00 for a half-hour session (plus New Mexico gross receipts tax if you are in New Mexico) payable at the beginning of our call or meeting. You can make your payment here.
If the initial session lasts for less than half an hour, you can use the remaining time for questions you may have in the future or apply the balance towards tax representation services. If the call or meeting lasts more than one hour the fee will be based on an hourly rate of $200.00 per hour calculated in 10-minute increments.
For an engagement to represent you in an IRS or state tax authority audit or collection matter, I require a deposit of $1,500.00 to be paid at the time an engagement agreement is signed. The deposit will be carried as a credit on your account until the conclusion of the engagement, at which time it will be used to pay my final invoice. I will refund any unused portion. During the course of the engagement, I will bill you for calls, virtual meetings, emails and text messages in 10-minute increments at $200.00 per hour plus applicable gross receipts tax. Since your $1,500.00 deposit will be held until the conclusion of the engagement, you agree to pay all interim invoices when you receive them. Failure to honor those terms will be grounds for suspending the engagement.