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Tax

Offering a robust line of products to meet your personal and business needs

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