Payment Authorization

Payment Authorization

A valid form of payment is required to be on file prior to the start of any project. You may download the form below OR take a picture of a voided check or credit card (both sides). Then, upload your information to our secure portal (shown below). Do not email sensitive financial data unless the email is encrypted. Thank you!

If you are paying for Bookkeeping Services, please include the initial quoted amount discussed. Your first month’s fee will be charged at this time for set-up. If you are paying for Tax Preparation Services, please include a $100 non-refundable deposit that will be applied to your total fee once that is quoted to you. This non-refundable deposit may be charged at either the time of receipt or at the time your return enters the tax queue. This fee covers our software cost to process any required extension of time for filing and will be applied to the cost of your tax return when filed. If you do not file a return in the current year, the fee cannot be applied to any other year.

Please email us if you have any questions:  [email protected]