Hourly Fee for Service

Flat Fee for Service

Fee Schedule

Professional Affiliations

              Tax Season 2021 - telephone or skype appointments 

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • International  Association of Collaborative Professionals
  • Association of Certified Fraud Examiners

Flat fee pricing is good for everyone.  You know ahead of time what I am going to do and what you are going to pay

  • Need a fee quote?  Just ask.
  • No surprises
  • Value for your dollar
  • You stay in the driver seat when it comes to spending your money
  • Monthly payment plans available for ongoing support issues
  • Flat fee quotes can encompass tax return preparation, bookkeeping, responding to annoying love letters from the taxing authorities throughout the year.  Flat fee can also include my time to answer any of your questions that come up during the year (yes, you'll want to call me before you buy that new car)
  • I will customize a flat fee quote tailored to the level of service you need

Give me a call or drop me an email to get started.  I look forward to being part of your team.

Sometimes flat fee is not practical, in which case I am available to consult on an hourly basis

  • Please contact me for hourly fee schedules
  • Hourly fee schedule works great for clients that don't need ongoing service but just want advice on a specific issue
  • Divorce consultations, litigation support and case related matters work best on an hourly basis
  • Review of tax returns or notices on tax returns that I did not prepare (for example: I can double check your turbo tax work), tax planning, entity set up and business advise are all types of services I perform on an hourly basis

I make a point of ensuring if you meet with me for an hour you leave feeling that it was money well spent.  If I can't help you, I let you know before the clock starts ticking.

Tracy L. Dunne CPA, CDFA, CFE

Custom Accounting Solutions

Click here for a phone appointment

Please forward your tax documents to me prior to the appointment.

Documents may be uploaded to smart vault, dropped off to my office (there is a drop slot in the entrance window) or mailed to my office.