Office will be open 4 days a week Monday - Thursday 9-5
Personal Income Tax
Offering a robust line of products to meet your personal and business needs
Select a product
Enhance your tax experience
Taxes don’t have to be daunting. We make the tax process easy and smooth. You can expect:
- A modern secure process from start to finish—Our advanced platform supports a completely digital & secure process from tax document upload to signature and filing.
- Customized support—We put in the time to understand your personal tax situation to make sure you get the refund you deserve or minimize your tax burden as much as possible.
- Service all year—We are here to support you with tax advice throughout the year…not just at tax time. You can count on us for strategic advice that leads to smart tax decisions all year long.
1040 Tax Products
Billed Monthly via ACH
Basic
Includes
- Tax preparation of all federal and state forms including electronic filing
- Secure electronic access to client records
- Phone, Zoom consultation — up to 1 per year
- Audit protection — optional (additional fee)
Standard
Includes BASIC plus:
- Phone, Zoom consultation — additional 2 per year (total of 3 per year)
-
Audit protection included
Complete
Includes STANDARD plus:
- Estimate payment retirements
- Annual tax strategy meeting
-
Phone, Zoom consultation — additional 3 per year (total of 6 per year)