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

Tax support tailored to your needs

woman with tax calculator vector

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



No refunds will be offered for unclaimed services