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Personal Income Tax

Offering a robust line of productsto meet your personal and business needs

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

Tax

Includes:

  • Client Onboarding experience
  • Tax preparation meeting - 30 minutes annually
  • Review of income documents and forms
  • Tax preparation of federal and state returns including electronic filing
  • Secure electronic access to client records
  • Secure electronic payment portal
  • Post tax season communication/document processing - optional (additional fee)
  • Multiple state returns - optional (additional fee)
  • Audit and Communication Protection - optional (additional fee)
  • Billed annually at experienced CPA hourly rate

Enhanced

Tax

Includes Basic Tax plus:

  • Estimate payment reminders
  • Email plus document processing support
  • Phone consultation - up to 2 hours per year
  • Multiple state returns - optional (additional fee)
  • Audit and communication protection included
  • Billed quarterly

Complete

Tax

Includes Enhanced Tax plus:

  • Quarterly tax payment planning
  • Quarterly estimated payment reminders
  • Quarterly estimated payment support/set up
  • Email plus document processing support year round
  • Phone consultation - up to 4 hours per year
  • Annual tax planning meeting
  • Multiple state returns included
  • Audit and communication protection included
  • Billed monthly