Tax season becomes hassle-free with our team by your side. Our filing process ensures a smooth digital experience—from gathering your tax documents to electronically submitting your return.
☑️ Tailored—Understanding that each client is unique, we meticulously explore applicable deductions and take into account your individual circumstances to reduce your tax burden.
☑️ User-friendly—From the initial collection of tax documents to the filing process, we offer a seamless digital experience.
☑️ Continuous assistance—We're here year-round to guide you in making informed tax decisions and establishing a solid, strategic tax plan.
Includes:
✔️ Tax preparation of all federal and state forms including electronic filing
✔️ Secure electronic access to client records
Annual tax plan
✔️ Quarterly billing
✔️ 72 hours or less email support response time
✔️ Phone consultation - up to 30 minutes per year
✔️ Optional audit protection (additional fee)
Includes Tax Basic Plus:
✔️ Monthly billing
✔️ Estimate payment reminders
✔️ Audit protection - included
✔️ 48 hours or less email support response time
✔️ Phone consultation - up to 2 hours per year
Includes Tax Standard Plus:
✔️Annual tax strategy meeting
✔️24 hours or less email support response time
✔️Phone consultation - up to 4 hours per year
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