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Personal Income Tax



Increasing your Financial and Personal Prosperity Through Our Professional Advisory Services

Select a product

Enhance your tax experience

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.

Our solutions

Tax Service Basic

Includes:

  • 1040 tax return filing
  • Secure access to your client record
  • Email support-response time 72 hrs. or less during processing of returns/notices
  • IRS Notice Review

Tax Service Standard

Includes Basic plus:

  • 2 phone consultations available during processing of returns & IRS notices
  • Annual tax plan
  • Tax return review meeting
  • Form withholding calculations/estimates consultation
  • Extra printed copies of tax returns

Tax Service Complete

Includes Standard plus:

  • Phone/email consultation availability year-round
  • Form preparation for IRS notices
  • Annual tax strategy meeting
  • Quarterly tax planning
  • Estimate reminders