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Personal Income Tax

Enhance your tax experience

tax graphic

Taxes don’t have to be daunting. We make the tax process easy and smooth. You can expect:

  • A modern process from start to finish—Our advanced platform supports a completely digital process from tax document upload to signature and filing.
  • Customized support—We put in the time to understand your personal tax situation to make sure you get the refund you deserve or minimize your tax burden as much as possible.
  • Service all year—We are here to support you with tax advice throughout the year…not just at tax time. You can count on us for strategic advice that leads to smart tax decisions all year long.

Basic

Includes:

  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Email support - response time of 72 hours or less
  • Annual tax plan
  • Phone consultation - up to 30 min per year
  • Billed quarterly
  • Audit Protection - optional (additional fee)

Standard

Includes Basic plus:

  • Estimate payment reminders
  • Email support - response time of 48 hours or less
  • Phone consultation - up to 2 hours per year
  • Billed monthly
  • Audit protection included

Complete

Includes Standard plus:

  • Estimate reminders and payments handled by the firm
  • Email support - response time of 24 hours or less
  • Annual tax strategy meeting
  • Phone consultation - up to 4 hours per year
  • Billed monthly
  • Audit protection included