Transparent Policies, Pricing & FAQs

Policy, Pricing & FAQ

Table of Contents

Firm Information

At Credence Tax Services, I provide strategic tax advisory, planning, and compliance services for individuals, business owners, and investors who want clarity, control, and long-term financial confidence.

My approach is relationship-driven, education-focused, and proactive. You are not passed off to multiple departments or seasonal staff — you work directly with a knowledgeable advisor who understands your full financial picture.

I offer professional services including, but not limited to:

  • Tax Planning & Advisory

  • Individual & Business Tax Preparation

  • Bookkeeping & Financial Reporting

  • Entity Formation & Structuring

  • IRS & State Tax Resolution

  • Business Advisory & Compliance Support

Services are customized based on complexity, volume, and level of advisory involvement.

Pricing & Fees

How Pricing Works

Credence Tax Services does not offer flat, one-price-fits-all services. Pricing is based on:

  • Complexity of your tax situation
  • Number of entities and accounts
  • Transaction volume (for bookkeeping)
  • Level of advisory/implementation required

Typical Pricing Ranges

(Provided for transparency — final pricing is confirmed after review)

Tax Preparation:

  • Individual returns: starting at $275

  • Sole Proprietors and Single-Member LLC starting at $550

  • Partnership/Multi-Member LLCS starting at $850

  • S Corp starting at $1,200

  • C Corp starting at $1,500: starting at $XXX

 Additional states, schedules, or amended returns are billed separately

Tax Planning & Advisory

  • Q&A Sessions: 15-minute intervals starting at $50

  • Monthly Advisory Packages

    • Starting at $600/month

    • Premium engagements: $900–$1,500/month

  • Entity Formation (LLC, S Corp, or C Corp) $750 flat fee

IRS & State Tax Resolution

Pricing depends on complexity and stage of enforcement.

  • Case evaluation: $750

  • Resolution engagements: $1,500 – $5,000+

Includes representation, correspondence, and negotiation within scope.

Bookkeeping

Monthly bookkeeping packages: starting at

Starter (Up to 150 transactions, 1–2 accounts)

  • $400/month

Growth (150–300 transactions, 2–3 accounts)

  • $600–$800/month

Advanced (300–600 transactions, 4–6 accounts)

  • $900–$1,200/month

High-Volume / Multi-Entity

  • $1,300–$2,000+/month

Pricing increases based on transaction volume, number of accounts, and reporting needs.

Terms of Engagement

By engaging Credence Tax Services LLC, you agree to the following:

  • Services are provided based on the information you supply

  • You are responsible for the accuracy and completeness of all documents and data

  • I do not audit or verify information unless specifically engaged to do so

  • Deadlines depend on timely receipt of requested information

A formal engagement agreement outlining scope, responsibilities, and fees will be provided prior to service commencement.

Client Responsibilities

To ensure accuracy and efficiency, clients are expected to:

  • Provide complete and accurate documentation

  • Respond to requests in a timely manner

  • Review all work for accuracy before submission

  • Maintain proper records and backups

Delays or incomplete information may result in extended timelines or additional fees.

Communication Policy

Credence Tax Services values clear, respectful, and professional communication.

  • The Client’s Tax Dome Portal is the primary method of communication. Email, phone calls and texts will occur on a need-by basis.

  • In-person, phone or video calls are scheduled in advance

  • Unscheduled consultations or extensive questions outside scope may require an additional advisory fee

This ensures focused, high-quality service for every client.

Payment & Billing Policy

  • Payment is required in advance of services other than tax preparation
  • Monthly services are billed automatically
  • Additional work outside scope is billed separately
  • All pricing is disclosed before engagement
  • If you choose to discontinue services, you are responsible for fees related to work already performed
  • Refunds for services not completed are refundable net processing & cancellation fees. 
  • Subscription or monthly services must be cancelled in writing 14 days prior to the next billing cycle
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Disclaimer

Credence Tax Services LLC provides tax and advisory services. I do not provide legal advice. Clients should consult an attorney for legal matters related to contracts, asset protection, or litigation.

Frequently Asked Questions

Why are your fees higher than some firms?

Because I provide personalized strategy, not just data entry. Clients work directly with an experienced advisor — not seasonal staff.

Do you offer free consultations?

No. Consultations are paid to ensure focused, personalized guidance.

Do you only work with clients in Georgia?

No. While I am based in GA, I work with clients nationwide. Tax services are primarily federal, and as an Enrolled Agent, I am authorized to assist and represent clients across all U.S. states. State-specific filings and compliance requirements are handled based on each client’s location and situation.

Do you only work during tax season?

No. I provide year-round advisory support. Tax season is only one part of an effective strategy.

Will you represent me before the IRS?

As an Enrolled Agent, I am authorized to represent clients before the IRS for matters within the scope of our engagement. If an error or omission is the result of our work, IRS representation related to that issue is provided at no additional charge; however, the client remains responsible for any additional tax, penalties, or interest assessed. If an error or omission is due to incomplete, inaccurate, or omitted information provided by the client, IRS representation may be added for an additional fee. Representation services are also available as an optional add-on package for any engagement.

How long does it take to complete services?

Timelines vary based on complexity, client responsiveness, and capacity. I provide estimated timelines once all required information is received.

In-Person Appointments

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We'd love to welcome you and discuss with us

We’re here to help you take control of your financial future. Whether you have questions about our tax planning, IRS resolution, or bookkeeping services, we’d love to hear from you.

Phone

404-449-1528

Email Address

info@credencetaxservices.com

Address

3675 Crestwood Parkway, Suite 400, Duluth, GA 30096