Tax
Offering a robust line of productsto meet your personal and business needs
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Take the stress out of tax time
Tax season doesn’t have to be stressful when you work with our team.
You can expect:
- A modern, streamlined process -From initial collection of tax documents to filing, we provide a seamless, digital experience.
- A custom experience - Every client is different, so we make sure to examine appropriate deductions and consider your unique situation to minimize your tax burden and ensure compliance.
- Year-round support - Our team is available throughout the year to help you make smart tax decisions and plan appropriately.
Taxes 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
Support
- 72 hours or less email support response time
Tax
Standard
Includes Tax Basic plus:
- Estimate payment reminders
Support
- 48 hours or less email support response time
Tax
Complete
Includes Tax Standard plus:
- Annual tax strategy meeting
- Epay of estimates
Support
- 24 hours or less email support response time
- Business hours are m-th 8-5 and friday 8-noon. evenings by appointment.