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Bookkeeping Strategy


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

Tax support tailored to your needs

tax graphic

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

*No refunds will be offered for unclaimed services