Tax Services ♦ Quote Request ♦ Foreign National Individuals
There Are No Surprises
When you engage us to prepare your tax return there are no extra charges for little things like faxes, phone calls, emails and extra copies. Those little things can really add up. We also do not charge by the hour. You are charged a flat fee depending on the complexity of your tax return. We charge as little as $195 for an individual return, but most returns are more than that. The nice thing is, you know the amount before you authorize us to do any work. With a short survey of your tax situation, we will present you with an engagement letter reviewing the type of tax return you require, the special factors that might apply in your case, and the fee for our service.
Use Our Fee Quote Request Form
For an exact fee quote, please use our Fee Quote Request form. When you complete this form we will send you an engagement letter outlining our fee, the services we will perform and the terms of service within 48 hours. The stated fee is contingent upon the proper input of your tax information into our Web organizer (after the quote is accepted).
Normal follow-up with the IRS regarding your refund is included in the basic fee. An additional fee might be necessary for us to represent you before the IRS, should your return be audited or adjusted. If an adjustment is made to your return resulting in higher tax liability because of an error by GW Carter Ltd., we will pay any resulting penalties.
Priority mail is included for addresses in the United States. Additional charges apply for express mail and overseas postage. See www.usps.com for the current rates in your area.
CPAs and all other personal financial service providers disclose their privacy policies to clients in a written notice. These policies pertain to non-public personal information about current and former clients. Of course, GW Carter, Ltd. has always protected your right to privacy with professional standards that are even more stringent than those required by law. In order to assist you with your professional needs and, in some cases, to comply with professional guidelines, we retain records relating to the professional services we provide you. We have rigorous physical, electronic, and procedural safeguards in place to protect these records, and they are accessed internally only on an 'as-needed' basis. Non-public personal information is never collected without your authorization, and we do not disclose such information except as required or permitted by law. Permitted disclosures include third parties who assist us in providing services to you, such as CCH Inc. and Thomson Reuters, the vendors providing us with our tax compliance software.