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Make tax time less taxing…

No one looks forward to tax time, but working with our team can help take the “taxing” out of tax season. We’ve mastered the tax process to offer you:

A digital, convenient experience

From collection of your tax source documents through to return review and filing, we offer clients a streamlined, digital experience.

Personalization

We take the time to understand your unique situation and plan accordingly to ensure you get the refund you deserve, or minimize your tax burden as much as possible.

Year-round service

Our team is available throughout the year to help you strategize and plan so you can make informed tax decisions along the way.

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Taxes made simple

Tax
Essential
 
 
  • Accurate preparation of federal and state income tax returns by experienced professionals
  • Custom-made tax attribute carryover report, helpful for future tax year planning
  • 24/7 secure, online access to tax records
Tax
Premium
 
Includes Essential package plus:
  • Copies of returns provided to bankers/advisors at no extra charge, upon request as needed
  • Response to notices from tax authorities for the tax year
  • Communication via phone or email upon completion of your return to discuss outcomes and future tax strategies to consider
Tax
Ultimate
 
Includes Premium package plus:
  • Communication prior to completion/filing of your return to ensure understanding of circumstances/tax situation, including a meeting with your tax professional to discuss outcomes and future options.