Susan G. Baer

Certified Public Accountant, PC

Schedule Appointment

Policies

Fees

Tax preparation fees are based on the complexity of the return and vary from client to client. The fee covers your tax preparation and your appointment. If during the year you have additional questions or consultation is needed in person or by email that time is billed at current hourly rate.

Payment is due at appointment or when your taxes are completed. I reserve the right to not process your return electronically until payment/check/credit card has been received.  There will be a $25 late fee for any payment not received within 30 days.

Client Information

I do not audit the information you provide to me and rely on your honesty. I will not prepare a return that has misstated income or expenses or is considered fraudulent in any way. There are strict guidelines for preparers and licensed CPA’s and I have to protect that license in order to provide for my family.

Appointments

Appointments are generally booked about two weeks in advance during tax season and near filing deadlines, so schedule appointments ahead of time. Click here to book your appointment online.

If you want to just drop off or pick up your info, please do so during business hours - no need to call first for pick up or drop off.

Email, mail or fax info anytime.

If you are an existing client who has had taxes prepared by me in the previous tax season, you will be automatically put on an extension or if additional info is needed or if I haven't heard from you.

My privacy policy can be found here.