SERVICES
We provide the following professional services: Tax Preparation, Bookkeeping, Payroll, IRS Representation, and Advisory Services (e.g., tax planning, profit and growth advising, small business consulting). You may use one or several of these services at any point in time.
FEES
Our professional fees are based on several factors: nature and complexity of the specific service(s) provided, time and labor involved, skill required to perform services properly, and any special circumstances imposed (e.g. “I need it yesterday!”). We do our best to project those fees ahead of time.
PAYMENTS AND TERMS
An initial retainer is required before service is begun; the amount is specified in your Engagement Agreement, which you should read and authorize in advance. The remaining balance of our service fee is due shall be payable when our service is deemed complete, as described in the Engagement Agreement. Secure Payment may be processed via this link: Make a Payment
TERMINATION POLICY
Either of us (you as client, or Anchor as service provider) may terminate our relationship at any time by any form of written communication.
REFUND / CREDIT POLICY
Should you terminate our service before it is deemed to be complete, your initial retainer is non-refundable, but may be credited toward any of the other professional services we provide. If you have prepaid more than the initial retainer amount specified in our Agreement, we will refund fees received within the past 60 days which are in excess of the time, labor and service we provided during our Engagement.
CLIENT SATISFACTION
As published in our company’s Vision Statement, we aim to deliver world-class, client-centered services with a spirit of excellence, integrity, goodwill and respect. The more suggestions you make, the better our service becomes. Your feedback is welcome.
CONFIDENTIALITY
We value your privacy, identity protection, and security of your financial data. For this reason, please use our secure client portal to communicate with us. (Please, please don’t email us with sensitive information!) All messages, document uploads, tax return copies, and e-signatures are to be processed through our portal:
- Click this link: Secure Portal
- Enter primary taxpayer’s social security number or business EIN
- Enter password, click “login”
- If password is unknown, click “need a password” link, and it will be emailed to you at the primary email address we have on file.
- Contact our office 757-312-0098 if we need to update your email address on file, or you need other help to gain portal access.