Tax Preparation and Planning
No two clients and no two tax returns are alike, and we’re committed to giving you a solution that’s made just for you, delivered with modern, digital ease. Our team is committed to getting your taxes right and reducing both your financial burden and your anxiety level.
We’re on your side.
We help make taxes less taxing.
We offer a better solution for taxes so planning and preparation don’t have to be a traumatic experience. We make the process convenient and easy from end-to-end. Work with our tax team, and you can expect:
- A modern process from start to finish—We offer the convenience of a secure, digital tax process. From uploading your documents to signing and filing your returns, you’ll enjoy a modern, paperless experience.
- Personal attention—We put in the time to understand your financial position to optimize your filings. Our attentiveness ensures that you get the refund you deserve or minimize your payment obligation.
- Year-round support—We help you with tax advice throughout the year, not just when it’s time to file. You can count on us for strategic planning advice that leads to smart tax decisions all year long.
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.
Tax support when you need it.
Our team makes challenging tax situations more manageable. Talk to us about tax planning and rest easier when it’s time to file.