Tax

Offering a robust line of productsto meet your personal and business needs

Take the stress out of tax time

tax graphic

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.