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Tax

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Tax support tailored to your needs

Tax season doesn’t have to be stressful when you work with our team. Our filing process offers a seamless digital experience—from gathering your tax documents to filing your return electronically.

  • Personalized—Because every client is different, we examine appropriate deductions and consider your unique situation to help minimize your tax burden.

  • Convenient— From initial collection of tax documents to filing, we provide a seamless digital experience.

  • Year-round support—We are available throughout the year to help you make smart tax decisions and put a sound, strategic tax plan in place.

Learn more about our IRS Audit & Identity Theft Protection Services

Taxes made simple

Tax Basic

Includes:

  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Annual tax plan
  • Annual billing

Support

  • 72 hours or less email support response time
  • Phone consultation - up to 30 minutes per year
  • * Optional audit protection (additional fee)

Tax Standard

Includes Tax Basic plus:

  • Monthly billing
  • Estimate payment reminders
  • Audit protection - included

Support

  • 48 hours or less email support response time
  • Phone consultation - up to 2 hours per year

Tax Complete

Includes Tax Standard plus:

  • Annual tax strategy meeting

Support

  • 24 hours or less email support response time
  • Phone consultation - up to 4 hours per year