Services available:
Tax preparation:
- Personal
- Self- Employed and Small Business
- Corporations
- Partnerships
- Not for profits
- Estates and Trusts
- All states in the US serviced
Bookkeeping services using QuickBooks:
- Initial set up
- Assistance with your existing accounting program
- We can do all your bookkeeping for you, what a treat!
Other Services:
- Financial Aid Form filing assistance
- Consulting on a potential business purchase
- Not for Profit assistance and reviews
- Payroll return filing
- Sales Tax filing
- Previous years returns: we assist with the filing of past tax returns.
If you would like to drop off your information you are welcome to do so at any time. During office hours you can leave information at reception and just fill out the required Annual Information sheet on the clipboard at the front desk. If you happen to come by while the office is closed, you can also leave information in the large white secure drop off bin to the left of the front door.
Appointments will be for information gathering, verification and any questions you may have. The return will not be prepared or filed at the time of the appointment. As part of quality control, all returns will be double-checked to ensure the utmost accuracy before filing.
Online Scheduling
Select a service to schedule an appointment.
Tax Appointment business or personal
- Tax Appointment-drop off(20 MIN)
A brief appointment to drop off your tax information and review that all is in order. This 20 minute appointment covers a few quick questions or explanation. A tax return can be dropped off at anytime in the office or secure drop box without the need for an appointment. Please don't book more time than is necessary, as this limits
other clients from getting an appointment with the limited number of appointments available
during tax season.
- Tax Appointment (40 MIN)
These appointments are for clients with tax returns that have a cost of $300 or more. This appointment is for a semi complicated return with more complex information. Please don't book more time than necessary, as it limits the other clients from getting an appointment with only a limited number of appointments available during tax season.
- Tax Appointment (60 MIN)
These appointments are for clients with tax returns that have a fee of $500 or more and are complex. Please don't book more time than is necessary, as this limits
other clients from getting an appointment with the limited number of
appointments available during tax season.
Consultation
- Client Consultation (30 MIN) $125
This appointment is for tax notices, a quick consultation about taxes or business planning or as a meeting to discuss how the accounting and tax services or Susan G Baer CPA PC can assist you or your business. This first 15 minutes is free for new clients.
- Client Consultation (60 MIN) $250
This appointment is for complex/multiple tax notices, an in depth consultation about taxes or business planning or as an in depth meeting about business structure and how the accounting services of Susan G Baer CPA PC can assist you or your business.
- Phone Consultation (15 MIN) $60
This appointment is for a few questions that will be discussed in the 15 minutes of time. If your question is brief or can be sent via email then no appointment is needed and the fee is only $15 for a question or two. If you are a new client this 15 minute call is free of charge and assist with us getting to know each other.
- Phone Consultation (30 MIN) $125
This appointment is for a complex tax situation or multiple questions that can only be handled by phone and are unable to be addressed in an email or in person.