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
  • 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