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Terri L. Whittington, CPA
336-668-3588
License # 27282 |
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In order to stay competitive and keep my prices for the services I
provide as low as possible, effective January 1, 2007, I will be
charging for services rendered that are generated through
telephone calls and e-mails. The billing rate will be $25.00 for
each 15 minutes of consultation and/or advice rendered. Also as of
the first of the year, deposits on certain accounting and tax work
will be required. You will be advised in advance should this
arise with your specific situation. As with many other
businesses, I am implementing a late fee equal to 1 ½% of the
outstanding invoice on all invoices that are over sixty (60)
days. If you need to setup a payment plan, please let me know in
order to devise a plan thats right for you.
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Its time to look ahead and start
planning for the upcoming tax filing season. If you have been
involved with any of the following and have not consulted with me
about them, please do so shortly. No surprises during tax season!
Change in
career
Retirement
Marriage/Divorce
Health issues
New baby
Death
Relocation
Insurance
Notification from the IRS
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Of course, this list is not all
inclusive. If there have been changes in your life this past year
that could potentially affect your tax return, we need to talk about
them and chart out a tax strategy. This year I will be offering a tax
organizer to assist you in the gathering of important tax
information. If you are interested in receiving a blank tax planning
organizer to assist you in preparing your 2006 tax information, please
let me know. |
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It's not how much
you earn but how much you keep! |
terri@terriwhittingtoncpa.com
336-668-3588 |
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