Our standard billing procedure is to bill monthly. We require payment upon receipt. Some clients retain us on a monthly or quarterly billing cycle for on going engagements. Please discuss with us your specific requirements and wishes so we can recommend an appropriate billing arrangement.

We are available during normal business hours, which are 8:45 to 5:30, Monday through Friday (from January through April we sometimes work on Saturdays). We would be happy to make special arrangements for evening or weekend consultations.

We will spend up to one full hour with you at no charge, going over the return in question with you. After that, our regular fees apply.

We prefer that your materials be in a computer accounting program, but we have taken materials in almost every imaginable form. Contact us with questions about specific software packages.

Our privacy policy states: As your CPA, we are required to keep all information about our engagement confidential, so we will not disclose any information about you unless we have your approval or are required by law. This applies even when you are no longer a client. As your CPA, we are committed to safekeeping of your confidential information and we maintain physical, electronic and procedural safeguards to protect your information... (read the entire privacy policy).

Person & Company was founded in 1970 in New York City. We have served up to three generations in the same family and many of our prospective clients come through recommendation of existing clients.