Email & Communication Billing Policy
Our goal is to be responsive while also ensuring that professional services are billed fairly and consistently. This policy explains how email and other written communications are handled for billing purposes.
What is Billable
Email correspondence may be billed when it involves professional services, including but not limited to:
Tax, accounting, payroll, or advisory guidance or advice
Calculations, projections, or estimates
Research into tax law, regulations, or client-specific matters
Review or analysis of documents, data, or scenarios
Responses requiring professional judgment, interpretation, or application of rules to your specific situation
Time spent on these communications is billed at our standard hourly rates and recorded in the same manner as other professional services.
What is Not Billable
We do not charge for brief, administrative, or informational emails that do not require professional judgment, such as:
Scheduling or logistics
Requests for documents or confirmations of receipt
Simple yes/no questions or clarifications that can be answered quickly and without analysis
General status updates
These “quick answers” are considered part of normal client service and are not billed.
How Time is Tracked
Billable email time is recorded in reasonable increments based on the actual time required to respond.
If an email thread evolves from a quick question into a matter requiring advice, calculation, or research, billing may begin at that point.
Transparency & Communication
We strive to be transparent and mindful of your costs. If a request appears likely to require significant time or research, we may recommend scheduling a call or will notify you that the matter will be handled as a billable service.
Questions About This Policy
If you have questions about how email communications are billed or would like to discuss alternative arrangements, please contact our office.