Providing a robust line of tax and accounting products and services
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.
Income tax made simple
Tax
Basic
Includes:
- Tax preparation of all federal and state forms including electronic filing
- Secure electronic access to client records
- Annual tax plan
- Quarterly billing
Support
- 72 hours or less email support response time
- Phone consultation - up to 30 minutes per year
* Optional audit protection (additional fee)
Tax
Standard
Includes Tax Basic plus:
- Monthly billing
- Estimate payment reminders
- Audit protection - included
Support
- 48 hours or less email support response time
- Phone consultation - up to 2 hours per year
Tax
Complete
Includes Tax Standard plus:
- Annual tax strategy meeting
Support
- 24 hours or less email support response time
- Phone consultation - up to 4 hours per year