Quote
I work with a standard fee list. All documents necessary to prepare a complete and correct return are included in the quote, including any addtional forms. The necessary forms will be indicated as much as possible during the intake. Should it become apparent during the processing of the data that more forms are required, because not all data was known beforehand, additional costs could be calculated on the basis of the fee list.
For example, if it turns out that you have more bank accounts than specified during the intake, additional costs can be charged. This is also the case if you have more foreign (non-US) assets than was initially known. The IRS often wants additional information for the total value of assets above $ 200,000. Rental properties can also lead to an increase in costs and thus a higher final invoice.
It is, therefore, important to share as much information as possible during the intake in order to arrive at a complete and correct quote.
The same is true if less work is required. These costs will also not be passed on to the client. The final incoice is always drawn up on the basis of the work actually performed.