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{"sheet":"Representation","index":0,"n_rows":38,"n_cols":22,"rows_kept":38,"cut":false,"hidden":false,"merged":[[11,15,27,16],[32,2,32,8],[26,2,26,8],[27,2,27,8],[28,2,28,8],[29,2,29,8],[30,2,30,8],[31,2,31,8]]}
["Hourly Rate",75,"Task","Flat rate","hours","Per","Quantity","Cost","*","Collection Case","Trust Fund","Abatement per period","OIC","Appeal",null,"Collection Case",1500,null,"Task","Time","Cost","Notes"]
[null,null,"Form 433",null,2,"entity",1,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E2*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":150},"","Y","Y",null,"Y","Y",null,"Trust Fund",1200,null,"Form 433"]
[null,null,"Case Prep & research",null,6,"case",1,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E3*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":450},"","Y","Y",null,"Y","Y",null,"Abatement per period",150,null,"Case Prep & research"]
[null,null,"Initial contact with IRS RO",null,1,"case",1,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E4*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":75},"","Y","Y","Y",null,null,null,"OIC",1600,null,"Initial contact with IRS RO"]
[null,null,"941 preparation",null,0.75,"quarter",1,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E5*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":56.25},"",null,null,null,null,null,null,"Appeal",1200,null,"941 preparation"]
[null,null,"940 preparation",null,0.75,"year",1,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E6*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":56.25},"",null,null,null,null,null,null,null,null,null,"940 preparation"]
[null,null,"Financial analysis ",null,3,"case",1,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E7*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":225},"","Y",null,null,"Y","Y",null,null,null,null,"Financial analysis "]
[null,null,"Bank record analysis",null,1,"month",3,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E8*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":225},"","Y",null,null,"Y","Y",null,null,null,null,"Bank record analysis"]
[null,null,"Compliance tracking",null,0.75,"month",1,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E9*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":56.25},"*1","Y",null,null,null,null,null,null,null,null,"Compliance tracking"]
[null,null,"Follow up phone calls with IRS",null,0.25,"each",6,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E10*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":112.5},"","Y","Y",null,"Y","Y",null,null,null,null,"Follow up phone calls with IRS"]
[null,null,"Emails & correspondence",null,0.25,"each",6,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E11*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":112.5},"","Y","Y",null,"Y",null,null,null,null,null,"Emails & correspondence"]
[null,null,"Postage",9,null,"each",4,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E12*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":36},"","Y","Y",null,null,null,null,"Initial cost is $1,500, from which we will draw expenses as incurred.  This initial amount is the average and minimum total fee.  There are no refunds of this initial payment.  \n\nOnce account drops below $500, you will be required to refill in increments of $250.  \n\nOnce case is resolved, any amount remaining in your account (above the initial fee) will be refunded.",null,null,"Postage"]
[null,null,"Office Expenses",25,null,null,1,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E13*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":25},"*2","Y","Y",null,null,null,null,null,null,null,"Office Expenses"]
[null,null,"Abatement Requests",null,1,"period",1,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E14*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":75},"*3",null,null,"Y",null,null,null,null,null,null,"Abatement Requests"]
[null,null,"Installment Agreement Request",null,1,"case",1,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E15*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":75},"",null,null,null,null,null,null,null,null,null,"Installment Agreement Request"]
[null,null,"Trust Fund interviews",50,null,"individual",1,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E16*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":50},"",null,"Y",null,null,null,null,null,null,null,"Trust Fund interviews"]
[null,null,"Trust Fund appeal filing",null,3,"individual",1,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E17*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":225},"*4",null,"Y",null,null,null,null,null,null,null,"Trust Fund appeal filing"]
[null,null,"Trust Fund appeal hearing",null,1.5,"appeal",1,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E18*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":112.5},"",null,null,null,null,null,null,null,null,null,"Trust Fund appeal hearing"]
[null,null,"Offer in Compromise filing",null,4,"case",1,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E19*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":300},"",null,null,null,"Y",null,null,null,null,null,"Offer in Compromise filing"]
[null,null,"Additional time",null,1,"hour",1,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E20*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":75},"",null,null,null,null,null,null,null,null,null,"Additional time"]
[null,null,"Payroll processing 1-5 employees",125,null,"month",1,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E21*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":125},"",null,null,null,null,null,null,null,null,null,"Payroll processing 1-5 employees"]
[null,null,"Payroll processing 6-10 employees",155,null,"month",1,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E22*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":155},"",null,null,null,null,null,null,null,null,null,"Payroll processing 6-10 employees"]
[null,null,"Payroll processing 10-15 employees",200,null,"month",1,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E23*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":200},"",null,null,null,null,null,null,null,null,null,"Payroll processing 10-15 employees"]
[null,null,"Phone call",null,0.25,"each",1,{"$f":"IF(Table1[[#This Row],[Flat rate]]=\"\",$B$1*E24*Table1[[#This Row],[Quantity]],Table1[[#This Row],[Flat rate]]*Table1[[#This Row],[Quantity]])","v":18.75},null,null,null,null,null,null,null,null,null,null,"Phone call"]
[]
[null,null,null,null,null,null,null,{"$f":"SUM(Table1[Cost])","v":2991},null,{"$f":"SUMIF(Table1[Collection Case],\"Y\",Table1[Cost])","v":1467.25},{"$f":"SUMIF(Table1[Trust Fund],\"Y\",Table1[Cost])","v":1236},{"$f":"SUMIF(Table1[Abatement per period],\"Y\",Table1[Cost])","v":150},{"$f":"SUMIF(Table1[OIC],\"Y\",Table1[Cost])","v":1575},{"$f":"SUMIF(Table1[Appeal],\"Y\",Table1[Cost])","v":1162.5}]
[null,"*1 ","Most Revenue Officers want a minimum of 3 months' bank statements, with most wanting 6."]
[null,"*2","This is a guess.  It includes certified mail and mailing of packages, etc. to RO's."]
[null,"*3","includes software, subscriptions, etc. necessary to be in compliance with IRS."]
[null,"*4","During these interviews, you have to answer the questions.  I will prepare you by going through"]
[null,null," an interview with you and will be with you on the call to protect your rights."]
[null,"*5","We are a small office and focus our attention on clients with less than 15 employees.  "]
[]
[]
[]
[null,null,null,null,null,null,null,null,null,"Collection Case","Trust Fund","Abatement per period","OIC","Appeal"]
[]
[null,null,null,null,null,null,null,null,null,1467.25,1236,150,1575,1162.5]

{"sheet":"Returns","index":1,"n_rows":48,"n_cols":3,"rows_kept":48,"cut":false,"hidden":false,"merged":[]}
[]
[null,"Task","Rate"]
[null,"Sch EIC (Earned income credit)",25]
[null,"Sch SE (Self-employment tax)",20]
[null,"Sec. 199A analysis (Qualified Business Income analysis)",25]
[null,"Sch ES (Quarterly estimated tax calculation)",60]
[null,"1116/1116 AMT (Foreign tax credit)",150]
[null,"2441 (Credit for child and dependent care expenses)",50]
[null,"2555 (Foreign earned income exclusion)",125]
[null,"3115 (Change in accounting method)",150]
[null,"4562 (Depreciation and amortization)",150]
[null,"4797 (Sales of business property)",150]
[null,"5329 (Additional taxes on qualified plans (including IRAs) and other tax-favored accounts)",75]
[null,"5695 (Residential Energy Credits)",40]
[null,"6251 (Alternative minimum tax)",75]
[null,"8283 (Noncash charitable contributions)",20]
[null,"8582 (Passive activity loss)",75]
[null,"8606 (Nondeductible IRAs)",75]
[null,"8615 (Tax for children under age 18 with investment income)",75]
[null,"Sch 8812 (Additional child tax credit)",25]
[null,"8814 (Parents’ election to report child’s interest/dividends)",70]
[null,"8829 (Expenses for business use of your home)",50]
[null,"8839 (Qualified adoption expenses)",50]
[null,"8863 (Education credits)",45]
[null,"8889 (Health Savings Accounts (HSAs))",45]
[null,"8917 (Tuition and fees deduction)",45]
[null,"8938 (Statement of specified foreign financial assets)",150]
[null,"8960 (Net Investment Income Tax)",50]
[null,"8962 (Premium Tax Credit)",75]
[null,"8965 (Health Coverage Exemptions)",25]
[null,"8995 (Qualified Business Income Ded. – Simple Calculation)",50]
[null,"8995-A (Qualified Business Income Deduction)",75]
[null,"FBAR (FinCEN 114) (Foreign bank & financial accts (aggregate value > $10k)",75]
[null,"1099-MISC/NEC (Miscellaneous income (issuance to contractors))",40]
[null,"1040 preparation (simple)",225]
[null,"Sch A (Itemized Deductions)",75]
[null,"Sch B (Interest & Ordinary Div.)",25]
[null,"Sch C (Profit/Loss from Bus.)",95]
[null,"Sch D (Capital gains & losses)",45]
[null,"Sch E (Suppl. Income/loss(rental))",120]
[null,"1065 Partnership return prep",575]
[null,"1120-S Corporate return prep",575]
[]
[]
[]
[]
[]
[null,"*all rates are subject to change reflecting complexity of the situation and condition of records."]