Frequently Asked Questions

How do you bill for your services?

Tax return preparation is billed by the complexity of the return and has a base fee of $250.  Our financial planning program is billed at $450 for the initial setup and then $250 annually for an update.  Portfolio management/wealth management is billed at a base starting rate of 1/2 of 1% of the assets under management.  In some cases, it may be lower.  Our standard billing procedure for business consulting is to bill monthly.  Our standard billing rate for business consulting engagements is $125 per hour.  

What hours are you available?

We are available during normal business hours, which are 8:30 to 5:30, Monday through Friday. We also would be happy to make special arrangements for evening or weekend consultations.  We make "house calls" at no additional charge.  We are in and out of the office so office hours are by appointment only.

What role do you play if the IRS audits me?

We will spend up to one full hour with you at no charge, going over the return in question with you. After that, our regular consulting fees apply.  We will then represent you with the IRS at our standard rates.

How much and what kind of preparation do you need for my project?

This depends on the type of engagement, but definitely organiized records and organized data on the client's part saves money.  You may wish to deliver materials to us in a computer file format, which is always welcome.   Contact us with questions about specific software packages.

What areas of Tucson do you serve?  

We acutally have clients throughout the United States (and even Canada) so there is no restriction on area.  However, most of our clients are located in Northwest Tucson, Oro Valley or Marana.  Of course, when we make house calls, we restrict our practice to this area but clients from anywhere are welcome to come to our office.  

 

tax planning services

  • At John Daniels CPA, LLC we provide tax services for individuals and businesses.  Our comprehensive tax service focuses on compliance, on tax minimization and on tax strategies.        Read more
  • Financial Planning

    We provide a fee based planning service teaming up with MoneyGuide Pro.  Your program is then accessible throughout the year online and can be updated every year.    Read more
  • Portfolio/Wealth Management

    We have teamed up with Interactive Brokers, LLC to provide you with low cost and effective asset management customized to meet your needs.    Read more

  • For our business clients, we offer assistance in financial statement development that generates meaningful information.  We also assist small businesses in business valuation and succession planning.      Read more