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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
- Tax preparation of all federal and state forms including electronic filing
- Secure electronic access to client records
- Estimated tax payment reminders
- Annual tax planning
- Quarterly billing
- 72 hours or less email support response time
- Phone consultation
*Optional audit assistance (additional fee)
Includes Tax Basic plus:
- Annual Tax Planning
- 48 hours or less email support response time
- Phone consultation - up to 2 hours per year
Includes Tax Standard plus:
- Quarterly tax strategy meeting
- 24 hours or less email support response time
- Phone consultation - up to 4 hours per year
The Benefit of Adding Protection Plus
This is an overview of the many benefits you can receive with Protection Plus. Click on the link to view the certificate explaining how Protection Plus can work for you.Learn more