Tax Optimization
Offering a robust line of productsto meet your personal and business needs
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Take the stress out of tax time
Tax season doesn’t have to be stressful when you work with our team. You can expect:
- A modern, streamlined process—From initial collection of tax documents to filing, we provide a seamless, digital experience.
- A custom experience—Every client is different, so we make sure to examine appropriate deductions and consider your unique situation to minimize your tax burden and ensure compliance.
- Year-round support—Our team is available throughout the year to help you make smart tax decisions and plan appropriately
Taxes made simple
Tax
Basic
Includes:
- Tax preparation of all federal and state forms including electronic filing
- Secure electronic access to client records
- Annual tax plan
- Quarterly billing
Support
- 72 hours or less email support response time
- Phone consultation - up to 30 minutes per year
* Optional audit protection (additional fee)
Tax
Standard
Includes Tax Basic plus:
- Monthly billing
- Estimate payment reminders
- Audit protection - included
- Semi-annual tax plan
Support
- 48 hours or less email support response time
- Phone consultation - up to 2 hours per year
Tax
Complete
Includes Tax Standard plus:
- Annual wage and withholding plan
- Annual profit % calculation
Support
- 24 hours or less email support response time
- Phone consultation - up to 4 hours per year