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.
Taxes made simple
Individual
Tax
- Tax preparation of all federal and state forms including electronic filing
- Secure electronic access to client records
- Estimate payment reminders
- Annual tax plan
- Annual tax strategy meeting
- Quarterly billing if combined with financial planning
Business
Tax
- Sole proprietor
- LLC
- Partnership
- S-Corporation
- C-Corporation
- Exempt organization
- Estimate payment reminders
- Annual tax plan
- Annual tax strategy meeting