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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.
1040 Tax Products
- Tax preparation of all federal and state forms including electronic filing
- Secure electronic access to client records
- Liscio support - response time of 72 hours or less
- Annual tax plan
- Phone, Zoom consultation - up to 30 min per year
- Billed semi-annually via ACH
- Audit Protection - Optional (additional fee)
Includes Basic plus:
- Estimate payment reminders
- Email support - response time of 48 hours or less
- Phone consultation - up to 2 hours per year
- Billed quarterly via ACH
- Audit protection included
Includes Standard plus:
- Estimate reminders and payments handled by the firm
- Email support - response time of 24 hours or less
- Annual tax strategy meeting
- Phone consultation - up to 4 hours per year
- Billed monthly via ACH