Office will be open 4 days a week Monday - Thursday 9-5
Tax
Offering a robust line of products to meet your personal and business needs
Select a product
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
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)
Complete
Includes STANDARD plus:
- Estimate payment reminders
- Annual tax strategy meeting
- Phone, Zoom consultation — additional 3 per year (total of 6 per year)
-
Audit protection included