Personal Income Tax
Offering a robust line of products to meet your personal and business needs
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Making tax prep and planning less taxing
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 offer an efficient 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.
1040 Tax Products
Basic
Includes:
- Tax preparation of all federal and state forms including electronic filing
- Secure electronic access to client records
- Accuracy guarantee
- Basic audit protection - optional (additional fee)
Deluxe
Includes Basic plus:
- Basic audit protection included
- Basic yearly tax consultation
- Estimated payment reminders
- Year-end tax projection
Premium
Includes Deluxe plus:
- Premium audit protection included
- Advanced yearly tax consultation
- Estimated payment reminders and if desired, payments processed by the firm
- Semi-annual tax projection
- Year-end tax projection
- Annual tax strategy meeting- this meeting may involve financial advisors and/or attorneys, as necessary.