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Tax

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Take the stress out of tax time

Tax season doesn’t have to be stressful when you work with our team. You can expect:

  • A modern, streamlined process— From initial collection of tax documents to filing, we provide a seamless digital experience.
  • A custom experience—Every client is different, so we make sure to examine appropriate deductions and consider your unique situation to minimize your tax burden and ensure compliance.
  • Year-round support—Our team are available throughout the year to help you make smart tax decisions and plan appropriately.

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
  • Quarterly 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