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Billing and Financial Policy


The client agrees and acknowledges consulting meeting appointments and office visits are billed at $125 per visit. Follow-up services performed are billed on an as-needed basis at the firm’s billable rate. Any follow up meeting appointments are scheduled and billed in 1-hr increments and must be scheduled at least 24 hours in advance prior to the appointment. Phone appointments may be scheduled the same day if available, and are billed in 15-minute increments. If you need to cancel or reschedule your appointment you must reschedule or cancel at least 24-hours prior to the beginning of your appointment or you will be charged a cancellation fee of $125.00.

Clients wishing to obtain services agrees to pay a $350 retainer for personal matters and a $650 retainer for business matters. Client agrees to replenish their retainer, when retainer balance drops below $150, a request for retainer will be sent to replenish their account back to the $350 for personal matters or $650 for business matters. Clients will have “3 days” to replenish their account once their account has reached $0 or risk having services terminated and their case closed immediately due to failure to replenish the retainer.

Services performed are billed and payable at $225 per billable hour and any out-of-pocket billable expenses. i.e IRS standard mileage rate traveled to and from client’s location; $0.25 per/page for prints, copies, faxes, and scans in excess of 10 pages, and “at cost” for any additional required expenses (postage, third-party service providers, IRS/state administrative fee, etc). Invoices are due on receipt and will incur an initial $30 late fee after 7 days past due, plus 1.5% per month after 30 days past due (18% per year). If for any reason the account is turned over to an attorney for collection, an additional charge of 33 1/3% will be added to cover the collection cost. Statements with unpaid balances are sent out once a month on the 1st of every month.

Clients can securely pay online with a credit card or e-check. Credit card payments carry a 4% flat processing fee e-checks carry a $3 transaction fee. Payments made using a paper check will be converted to an e-check and incurs a $3 check processing fee in addition to the $3 e-check transaction fee. Not paying a retainer request within “3-days” will result in our right to immediately terminate services without notice and cease from performing any additional services, and will release us from any liability to meet any required deadlines which may carry late penalties and fees. The client agrees to pay a fee for work completed and expenses paid on behalf of the client up to the date of termination of services. If you fail to respond to our reasonable request for documentation, additional information, and or fee payment/retainer we reserve the right to terminate our engagement and close your matter/case without notice. Cases will automatically close after three failed attempts of requesting the client’s cooperation in providing the necessary documents, payments, and or requested information to perform services. The client acknowledges and consents to a $150 reinstatement fee to reopen a case/matter that has been terminated.

We accept payments by cash, checks, money order, and credit cards (Visa, MasterCard, American Express and Discover) in person or electronically. We request that you leave a credit card on file and to simplify on-going billing requirements; this will allow timely payment of your bill and will not inadvertently cause termination of services or delay in services due to non-payment. Clients who elect not to provide a credit card on file are required to pay for all proposed services to be performed in advance.

Updated periodically. Last Updated 10/1/2022