PROFESSIONAL PARTNERSHIP

Making the Most of Our Services

At Fair & Company CPAs, we believe in setting clear expectations to ensure a smooth and professional partnership with every client. Please review the following guidelines that outline how we will work together.

Communication 

  • Our primary and preferred method of communication is email, as it allows us to provide the most timely and efficient responses. 
  • While email is typically the fastest way to reach us, we are also happy to schedule phone calls or in-person/virtual meetings upon request. 
  • To schedule, contact one of our office administrators or your client manager. 
  • Please note: scheduled meetings and phone calls may be billed separately from your tax return services. 

Proposals & Engagement Letters 

  • Each year you will receive an engagement letter and fee proposal. These documents must be reviewed & e-signed, before we can provide services.  
  • Payment information is required when you sign our engagement letter. For more information about billing & payments, please visit our FAQ page. 

Services & Deadlines 

  • We generally accept individual returns until early March for the April 15th deadline. 
  • When capacity limits are reached, we will notify clients as soon as possible. We automatically file extensions for clients engaged with us who have not filed by April 15th. 
  • Visit our FAQ page for more information about extensions. 

Our Commitment to You

At Fair & Company CPAs, we want every client relationship to feel professional, reliable, and supportive. Here’s what we promise: 

Clear & Timely Communication 

  • Prompt responses to emails and requests. 
  • Scheduled calls or meetings when needed. 
  • Updates on deadlines, requirements, and progress. 

Professional Expertise 

  • Guidance backed by years of experience and ongoing education. 
  • Up-to-date advice reflecting the latest tax laws and best practices. 

Confidentiality & Security 

  • Strict protection of your personal and financial information. 
  • Secure portals and technology for safe document sharing. 

Proactive Guidance 

  • Reminders of upcoming deadlines and compliance requirements. 
  • Recommendations to strengthen your tax position and financial health. 
  • Regular updates for clients with ongoing services. 

Transparent Engagements 

  • Clear engagement letters and proposals outlining services and fees. 
  • No surprise billing — invoices always align with agreed services. 
  • Upfront discussion of fees for any additional requests. 

Reliable Service & Deadlines 

  • Accurate, timely work once your documents are in our hands. 
  • Honest communication about workload capacity and extensions when needed. 

Year-Round Support 

  • A dedicated team available throughout the year. 
  • Answers to your questions as they arise. 
  • Peace of mind knowing we’re here to navigate the numbers with you. 

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