Apps

Make tax time less taxing…

No one looks forward to tax time, but working with our team can help take the “taxing” out of tax season. We’ve mastered the tax process to offer you:

A digital, convenient experience

From collection of your tax source documents through to return review and filing, we offer clients a streamlined, digital experience.

Personalization

We take the time to understand your unique situation and plan accordingly to ensure you get the refund you deserve, or minimize your tax burden as much as possible.

Year-round service

Our team is available throughout the year to help you strategize and plan so you can make informed tax decisions along the way.

Taxes made simple

Tax
Basic
  • 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