Please check your questionnaires before you send them back to us. Once you send in a questionnaire and we process it, there are fees to re-enter information into our database and fees to reproduce documents due to your changes:
Re-enter Information (on individual basis—$50-$200)
Reproduce Corporation Documents
Reproduce IRS Documents
Reproduce Outdated Questionnaires/E-mails (Over 6 months)
Reproduce Welcome Packet
Re-Review Attachments and Financials
Produce “Gently Pushing You Away” for Clients
Have us send you previous documents, e-mails, etc.
Have us send your Documents to you in editable Word format:
We normally will not do this because our documents are copyrighted, and we do not wish them to be edited. If you edit them and they have our name on them, it will appear that your changes were our changes. Also, when copies of your documents go to the IRS, and you have edited them, it may appear that we prepared them (our name will still be on those documents that you don’t edit). However, we can strip our copyright from the documents and send them to you in editable Word format.