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    Terms for New Client Acceptance
    Effective May 1, 2025

    At BB Tax & Accounting, we match clients with professionals who best meet their needs. New client acceptance depends on service compatibility and staff availability.

    If it is determined that you are a good fit for one of our tax professionals, we will proceed with the following steps to onboarding:

    • Initiate an interview with your prospective tax professional.
    • Request a detailed onboarding questionnaire via our secure portal.
    • Request your most recent tax return(s) (upload, drop off, or mail), if applicable.

     Annual Service Steps:

    • We will contact you about four months before any upcoming deadline.
    • You must complete a firm-prepared questionnaire and sign a service agreement each year.
    • Accurate responses are required to avoid additional fees.

     General Policies:

    • Our office is open year-round.
    • Tax returns are published between Feb 1 - Apr 15 and May 1 - Oct 15.
    • Inquiries are usually answered within 3 business days.
    • Documents are processed within 10 business days (longer during peak months).
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    Our current fee structure is as follows:

    Personal return without business or rental activities $450-1,000
    Personal return with business, rental, or extensive investment activities $550-1,400
    Business return with 1-2 owners $1,200-2,500
    Business return with greater than two owners $1,500-12,000
    Trust/estate income tax return $1,200-6,000
    Estate inheritance return $3,500-6,000
    Gift return $250-1,200
    Non-profit return $1,500-12,000

    Prices vary based on complexity, and/or clarity/reliability of supporting information provided by client.

    Prices adjusted at preparers' discretion.

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    This information will not be shared outside of BB Tax & Accounting
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    This information will not be shared outside of BB Tax & Accounting
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    This information will not be shared outside of BB Tax & Accounting
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    So we can send them a thank-you note!
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    If you have never filed a return before, please select "NO."
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    Choose the best answer.
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    Check all that apply.
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