Lawrence Associates prepares Federal and
California taxes for individuals and small businesses. We
specialize in individual tax returns (the 1040 series) with
small businesses, investments, real estate, or expatriate
issues, along with the corresponding California or other state
We also prepare estate income tax returns,
gift tax returns, and partnership returns for those businesses
that do their own bookkeeping and do not wish to prepare their
Returning clients receive organizers to
help them organize their material. Much of our work with
returning clients is done by mail and e-mail, but new clients
and returning clients who need or wish an appointment receive
a personal interview.
Fees for tax preparation are based on the
number and complexity of the forms and schedules required for
your return. A fee schedule is available on request. If your
material needs substantial additional organization or
research, we will charge an additional hourly fee.
We normally expect payment when the return
is finished, unless you make other arrangements. In cases of
multiple unfiled returns, we may ask for a retainer in
We request that all clients sign a Letter
of Engagement for Tax Preparation. Please see below for a
copy, and for a copy of our Office Policy..
We file electronically all qualified
individual returns, unless you opt out of electronic filing.
You may choose to receive your own return copy on paper or
Tax Planning &
We are available year-round to deal with
tax questions that may come up. For routine questions, we will
not charge a fee for our tax preparation clients, but for
others or for work that involves additional research or other
effort we will charge at our regular hourly rate.
Some of the common things our clients
request are checking withholding or estimated tax during the
course of the year, or checking the tax effects of a mid-year
As an Enrolled Agent, Irene Lawrence is
authorized, with your permission, to act as your agent before
all administrative levels of the IRS and the Franchise Tax
Board. You must sign a Power of Attorney to give permission.
The Power of Attorney is limited to tax matters only,
concerning the return and year specified on the Power of
We ask all Lawrence Associates clients to
sign a Power of Attorney, because most representation work
involves merely dealing with written inquiries from the IRS
about some matter which can easily be resolved with a phone
call. Filing a Power of Attorney routinely with the IRS
insures that Lawrence Associates will receive a copy of any
such letter that you receive. In such simple cases, we usually
do not charge our tax clients.
If the matter requires significant work,
we will charge at our regular hourly fees. For a major
representation engagement, such as an audit, we will ask the
client to sign a Letter of Engagement for Representation and
will require a retainer in advance.
* * * * * * * *
Letter of Engagement for Tax