When will you receive your refund? The answer depends on how you filed your return. The IRS should issue your refund check within six to eight weeks of filing a paper return.
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SJLD Fee & Billing Policy
At SJLD we strive to provide you, our clients, with the highest quality services possible for a reasonable and fair price. We are a business though, and as such must meet our routine cash flow requirements throughout the year to stay in business. This includes our highly qualified professional and administrative staffing available to support your needs year round, maintaining all professional continuing education and licensing, utilizing top rated tax and research software and other technology resources, and having comfortable and productive office facilities for our crew and clients. This necessitates us having standard billing and collection procedures as any business needs and we have compiled that information here for you. We hope this written policy will help you to understand our processes and we encourage you to contact us with any questions you may have.
Fees Charged – We base our fees on the actual time required to perform services that are requested, the type of services required, the individual personnel assigned based upon the experience and skill level needed, any time constraints or limitations imposed by clients or others, and the level of cooperation and involvement of client, staff or others, plus any out-of-pocket costs required to complete the work. In most cases it is difficult if not impossible to provide a fixed quote for services due to the many variables involved, but upon request we will provide you a fee estimate range for individual projects or engagements. Following is a partial list of items which will be billed by time spent this includes: Phone calls, Emails, Business Consulting, Software Consulting, Tax Returns, Bookkeeping, Attest Work, Financial Statements, Payroll & Sales Tax assistance, Copying & Scanning and IRS Notices and Representations. In addition we will charge a 25% surcharge for work performed when client delays make it necessary for our staff to work excessive overtime in peak seasons.
Billing Rates - Standard billing rates are established for each staff member on an annual basis related to their individual experience and skill level. We take into consideration the local market rates within the industry as well as national and regional trends. Our intent is to be competitive within the marketplace and we believe you will find that our rates are reasonable in comparison with other accounting firms.
Payment for Services - Payment is expected at the time that invoices are presented. Invoices will generally be prepared at completion of a project, and are due upon receipt. With larger projects, or projects that are delayed for any reason, we may issue progress invoices throughout the time services are provided. For routine or going services, such as bookkeeping or general consulting, invoices will be issued monthly. Statements will be issued for open balances periodically. We accept cash, check or credit cards for payment for all invoices. Please contact us as quickly as possible with any questions, concerns, or disputes regarding invoices or balances on statements.
Service Charges and Cessation of Services – Invoices left unpaid after 60 days from date of invoice will be charged a service charge of 1.5% per month (18% APR) until paid in full. We also reserve the right to cease any further services until satisfactory payment arrangements are made. Clients with unpaid balances will generally be required to pay past balances in full and a retainer may be charged for future work. Please contact our office regarding your individual circumstances.
Retainers – For some projects we may require a retainer fee paid up front before work begins. This is standard practice for new clients, large projects and or one-time projects, such as the preparation of delinquent returns. Progress invoices will be issued monthly and are due in full until the project is completed at which time the retainer is applied to the final bill and or any overage will be returned to the client.