Wells Bookkeeping & Tax, LLC employs the use of electronic invoicing.

Clients are invoiced every month on the 25th, if electronically, and postmarked before the 30th if by U.S Postal services. We send invoices electronically by default.

You must request, in advance, to have invoices mailed. Invoices are due on the 1st of each month but no later than the 6th to avoid late fee penalties.

Wells Bookkeeping & Tax, LLC invoices are issued with a reasonable breakdown of the total amount of the invoice.

Tax Preparation

Income Tax Preparation invoices are due at time of service, if use the online intake form and do not remit payment at that time, your fee is deferred by default, which means credit is extended, and tax preparation invoices are due within 14 days of tax preparation service.

Standard late fees and interest apply.

Admin Fees

WB&T charges a one-time, non-refundable set-up fee on all services with the exception of income tax preparation. 

Default in Payment

The Customer shall assume responsibility for cost outlays by WB&T in all collections of unpaid fees and of legal fees necessitated by default in payment. Invoices in default will include but are not limited to fees for collection and legal costs.

Payment Processing

When you remit payment, if you have outstanding fees, those fees will be addressed 1st and then your payment will address the original amount due.

For example if you are 15 days late on a monthly payment, a late fee is applied. when you make your payment on the 18th, the late fee amount comes off top and the balance applied to the original amount. so please make your payments ON TIME or pay the full fee if late

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