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.
Taxes made simple
Tax
Silver
Includes:
- Tax preparation of all federal and state forms including electronic filing
- Secure electronic portal to share confidential documents
- Estimated tax payment reminders
Support
- 48 hours or less email support response time
- Phone consultation - up to 30 minutes per year
Tax
Gold
Includes Silver plus:
- Mid-year tax consulting appointment
Support
- Phone consultation up to 2 hours during the year
Tax
Platinum
Includes Gold plus:
- Calculation and filing of extension
- Respond to notices from tax authorities
- Preparation of any required forms 1099
- Preparation of report of foreign bank accounts
- Filing and submitting powers of attorney
Support
- Unlimited consultation by phone or email