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Enhance your tax experience
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 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)
- 72 hours or less email support response time
- 30 minutes of phone consultation per year
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
- 48 hours or less email support response time
- Additional 30 minutes of phone consultation up to 1 hour per year
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
- 24 hours or less email support response time
- Additional 1 hour of phone consultation up to 2 hours per year