Thomson Accountants, Inc. (TAI) formerly Baer Tax Group are professionals. Information shared with our firm is confidential and you are held in the highest regard. TAI asks the same in return. TAI only takes a limited number of clients and our goal is for the relationship to be mutually beneficial and pleasant.
Preparation of a return generally takes 2-3 weeks upon receipt of your full information. All documentation must be provided before we begin preparing your return. Returns are not processed while you wait. Visit the 'Forms & Information' page on our website for the list of annual worksheets specific to your tax situation to complete and provide along with your tax documents. Existing clients may request a personalized checklist based on their prior year’s return. Submit your information via the Client Portal, in-office, or by mail. A secure drop box is available at our main entrance for after business hours. Do NOT email any documents or confidential information to avoid the risk of identity theft. TAI will not transmit tax returns via email for this same reason.
Complete information must be received no later than March 18, 2025 to meet the April 15, 2025 filing deadline. Returns on extension require complete information no later than September 17, 2025 to meet the October 15, 2025 filing deadline. There is only ONE filing extension.
For business or organization returns, please see the filing dates on our main page and Contact Us at office@baertaxgroup.com for additional information or questions.
Tax preparation fees are based on the complexity of the return and vary from client to client. The fee covers your tax preparation and your appointment. If during the year you have additional questions or consultation is needed in person or by email that time is billed at current hourly rate. New client engagements please contact our office directly for a quote.
Consulting fees are based on time and can be found in our services list from our Schedule an Appointment link.
Payment is due when your taxes are completed. You will receive an invoice upon completion and 3 days later it will be debited as per the payment form. TAI reserves the right to not process your return electronically until payment has been cleared.
The tax return fee covers the preparation of your tax return, it does not cover additional consulting/planning after the preparation, assistance with notices or contacting our office for a refund status. Instructions are given on how to check on refunds are on your instruction sheet. Refund processing can take time so please check with the IRS or State agency on your refund as per the instructions. TAI charges $25 fee to check your refund status.
Additional tax planning or consulting appointments or assistance with notices are welcome and can be set up from our website or by calling the office. The website has information about consulting fees. Keep copies of your complete tax return, additional copies requested will incur a fee of $25 per year/per copy. Accessing our client portal on the TAI website will allow you access to your tax return copies anytime for no fee.
TAI does not audit the information you provide. TAI will not prepare a return that has inaccurate income or expenses or is considered misstated in any way. There are strict guidelines for preparers and licensed CPA’s and we must adhere to those guidelines and not jeopardize that license under any circumstance.
If you are an existing client who has had personal taxes prepared by TAI in the previous tax season, and we have not heard from you we will automatically file an extension. If we need additonal information/ time to prepare your return we will also file an extension on your behalf. If you are a new client, business client or other organization type in need of an extension, please call or email the office.
