app.pocper.com

Service Guide & Fee Schedule

This guide explains what our practice does, how each engagement runs, when the key filing deadlines fall, and what our services cost. It is a reference document — there is nothing to fill in or return. Fees and dates below are indicative; the figures that bind us are the ones stated in your signed engagement letter.

Section 1 — Services We Offer

Individual tax

Federal individual income tax returns (Form 1040) and all supporting schedules
Resident, part-year and non-resident state returns, including multi-state allocations
Quarterly estimated tax calculations (Form 1040-ES) and safe-harbour planning
Extensions (Form 4868), amended returns (Form 1040-X) and prior-year catch-up filings

Business tax

Partnership and multi-member LLC returns (Form 1065) with K-1 preparation
S-corporation (Form 1120-S) and C-corporation (Form 1120) returns
Entity selection reviews, S-election filings (Form 2553) and reasonable-compensation studies
Business extensions (Form 7004) and franchise / annual report filings

Bookkeeping and monthly close

Transaction categorisation, bank and credit-card reconciliation
Monthly or quarterly financial statements — profit & loss, balance sheet, cash flow
Chart-of-accounts clean-up and opening-balance corrections for new engagements
Accounts payable / receivable tracking and 1099-NEC year-end preparation

Payroll and sales tax

Payroll setup, pay-run processing and direct-deposit administration
Quarterly federal returns (Form 941) and state unemployment filings
Annual Form 940, W-2 and W-3 preparation and distribution
Sales & use tax registration, nexus review and periodic return filing

Advisory

Mid-year and year-end tax projections with written planning recommendations
Cash-flow forecasting, budgeting and pricing reviews
Retirement-plan and owner-compensation structuring
IRS and state notice responses, and representation in examinations

Section 2 — How an Engagement Runs

Consultation. We meet for 30 minutes, at no charge, to understand your situation and confirm we are the right fit.
Intake. You complete a short intake so we can capture entity details, filing history and the services you want.
Engagement letter. We send a written scope and fee. Work begins once it is signed by both sides.
Document request. We send a checklist of exactly what we need. You upload it to the secure portal.
Preparation and review. We prepare the work, then a second reviewer checks it before anything leaves the office.
Your review. We walk you through the draft, answer questions and make any corrections.
Filing and delivery. You e-sign the authorisation, we file, and you receive final copies plus a payment voucher schedule.
Follow-up. We check in after the season with planning points for the year ahead.

Section 3 — Tax Season Calendar

Deadlines that fall on a weekend or federal holiday move to the next business day.

Date	Deadline	Documents due to us
January 15	Q4 estimated tax payment for the prior year	January 5
January 31	W-2 and 1099-NEC distribution and filing	January 10
March 15	Partnership (1065) and S-corporation (1120-S) returns or extensions	February 15
April 15	Individual (1040) and C-corporation (1120) returns or extensions; Q1 estimate	March 15
June 15 / September 15	Q2 and Q3 estimated tax payments	Two weeks before
September 15	Extended partnership and S-corporation returns	August 15
October 15	Extended individual and C-corporation returns	September 15
December 1 – 31	Year-end planning window — last chance to act before the year closes	November 15

Section 4 — Fee Schedule

Ranges reflect typical engagements. Complexity — multiple states, rental or investment activity, disorganised records, late filings — moves a fee toward the upper end. Your engagement letter states the fee that actually applies to you.

Service	Basis	Typical turnaround
Individual return (1040 + one state)	Flat fee per return	10 business days from a complete file
Each additional state return	Flat fee per state	Filed with the federal return
Business return (1065 / 1120 / 1120-S)	Flat fee, scoped after review of the books	15 business days from a complete file
Monthly bookkeeping	Monthly retainer, banded by transaction volume	Close by the 15th of the following month
Payroll processing	Base fee per pay run plus a per-employee charge	Two business days before each pay date
Sales & use tax filings	Flat fee per jurisdiction per filing period	Filed by the statutory due date
Advisory, planning and notice response	Hourly, or a fixed project fee agreed in advance	Scheduled on agreement
Rush handling inside 5 business days of a deadline	Surcharge on the base fee, quoted before we start	Subject to capacity

Section 5 — Billing, Retainers & Turnaround

Tax return work is billed at a flat fee agreed before we begin. Half is invoiced at engagement, the balance on delivery of the draft.
Recurring bookkeeping and payroll are billed monthly in advance and may be paid by card or bank transfer on autopay.
Advisory work draws against a retainer. We report hours used and top up the retainer only with your written approval.
Invoices are due 14 days from issue. Returns are filed only after the balance is settled.
Turnaround starts when your file is complete — not when the first document arrives. Missing items pause the clock.
If we cannot meet a deadline with the information available, we file a valid extension. An extension delays the return, never the payment.
Scope changes are quoted in writing and never billed as a surprise line on an invoice.

Section 6 — Working With Us

Email is answered within one business day outside of filing season, and within two during January to April.
Send documents through the secure portal. Please do not email tax documents or identification numbers.
Tell us early about a new state, a new entity, a property purchase or sale, a marriage, a birth or a large one-off transaction.
Forward every IRS or state notice on the day it arrives, envelope included — most have a short response window.
We keep engagement records for seven years and return your original documents on request at any time.

This guide is general information about our practice and is not tax or legal advice for any particular situation. Please contact us to discuss your circumstances.

Use this template

Templates in this pack

The Accounting & Tax Services pack includes 7 ready-to-use templates. Each one is a structured, fully editable form you can share with clients to collect information, documents, and signatures in one place.

Frequently asked questions

What's included in the Accounting & Tax Services templates?

The Accounting & Tax Services pack contains 7 templates: Service Guide & Fee Schedule, Client Master File, New Client Intake & Scope of Service, Annual Tax Organizer — Individual (Form 1040), Document Request & Upload Checklist, Engagement Letter & E-File Authorization, Year-End Return Review & Client Signoff. Each is ready to use and fully editable.

Can I customize these templates?

Yes. Every Pocper template is fully editable — add or remove fields, change the wording, and adapt each form to your workflow before sharing it with clients.

How do I use the Accounting & Tax Services templates?

Import the pack into your Pocper workspace, open a template, tailor it to your needs, then share a link so clients can fill it out and upload documents in real time.