Income Tax

Enhance your tax experience

tax graphic

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 tax returns
  • Tax projection worksheet
  • Annual billing
  • Audit protection (optional)

Support

  • 72 hours or less email support response time
  • 30 minutes of phone consultation per year

Tax

Enhanced

Includes Tax Basic plus:

  • Monthly billing (optional)
  • Estimated tax payment reminders (10 days prior to due date)
  • Help setting up online ATAP and EFTPS accounts to pay estimates

Support

  • 48 hours or less email support response time
  • Additional 30 minutes of phone consultation up to 1 hour per year

Tax

Premium

Includes Tax Enhanced plus:

  • Online quarterly estimated tax payments via ATAP and EFTPS
  • One additional custom tax projection between May 1 and December 31
  • Annual tax strategy meeting between May 1 and December 31

Support

  • 24 hours or less email support response time
  • Additional 1 hour of phone consultation up to 2 hours per year