Need CPA support beyond one of our established tax form products? This hourly item is for custom work, analysis, representation, accounting, bookkeeping, or administrative support that falls outside a fixed-scope form package.

Use this when your situation requires additional review, research, correspondence, calculations, or support based on your specific facts and circumstances.

Who This Is For

This hourly service is for clients who need help with work outside a defined productized tax form engagement, including:

IRS representation or tax resolution matters
Custom tax planning and analysis
Additional tax preparation work outside a fixed package
GAAP or IFRS accounting support
Tax-basis bookkeeping
Administrative tax support or document handling

What You Get

You receive professional time applied to your matter based on the type of work required. The applicable hourly rate depends on the nature of the task, the technical complexity involved, and the level of CPA analysis or support needed.

How It Works

Scope Review — We review the request and determine whether it falls outside an established fixed-fee product.
Work Classification — The work is classified into the appropriate hourly category based on the nature of the service.
Professional Review or Support — We perform the requested analysis, preparation, representation, accounting, bookkeeping, or administrative work as appropriate.
Coordination With Tax Positions — Where applicable, we consider how the work may interact with filings, elections, deductions, credits, basis, penalties, notices, or other tax attributes.
Hourly Billing — Time is billed according to the applicable hourly rate for the work performed.

Technical Explanation

Hourly CPA services are used when the work cannot be cleanly packaged into a predefined tax form product. This may include IRS correspondence, penalty analysis, installment agreement support, tax planning comparisons, accounting method issues, entity-level analysis, bookkeeping cleanup, or additional preparation work tied to your broader tax position.

Because tax decisions can affect multiple areas of a return, hourly work may require evaluating interactions between income recognition, deductions, credits, foreign reporting, entity classifications, basis limitations, carryforwards, accounting records, and compliance history.

Compared to fixed-fee form products, hourly work is best for matters where the scope depends on facts discovered during review, the number of documents involved, IRS activity, accounting condition, the level of analysis required, or overall client specific time requirements.