Tax
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Tax support tailored to your needs
Tax season doesn’t have to be stressful when you work with our team. Our filing process offers a seamless digital experience—from gathering your tax documents to filing your return electronically.
- Personalized—Because every client is different, we examine appropriate deductions and consider your unique situation to help minimize your tax burden.
- Convenient— From initial collection of tax documents to filing, we provide a seamless digital experience.
- Year-round support—We are available throughout the year to help you make smart tax decisions and put a sound, strategic tax plan in place.
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