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Personal Income Tax

Offering a robust line of products to meet your personal and business needs

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.

Your back office support system

Compliance

Includes:

Tax Preparation

  • Individual 2020 tax return preparation and E-file
  • Automated tax due date reminders
  • Response to IRS notices and correspondence audits

Support

  • Private messaging & phone support (72 hour response time)
  • Secure / private document management

Value Added Services

  • Letter for loan applications (1 per year)
  • Notary public services (5 per year)

Peace of Mind

Includes Compliance plus:

Tax Preparation

  • Full/in person tax audit representation (IRS & State)

Support

  • Private messaging & phone support (48 hour response time)

Value Added Services

  • Letter for loan applications (3 per year)
  • Notary public services (10 per year)
  • Amended 2020 tax return preparation—for corrected forms ONLY (K1s, 1099s, W2 etc.)

Tax Planning

Client choice of extra consultation meeting (annually):

  • Tax strategy analysis & discovery
  • Personal net worth statement
  • Estate tax health check
  • Financial advisor meeting
  • Other tax / financial advice

Strategic Growth

Includes Peace of Mind plus:

Support

  • Private messaging & phone support (24 hour response time)

Value Added Services

  • Letter for loan applications (unlimited)
  • Notary public services (unlimited)
  • Amended tax return preparation—any reason (unlimited)

Tax Planning

Client choice of extra consultation meetings (quarterly):

  • Tax strategy analysis & discovery
  • Personal net worth statement
  • Estate tax health check
  • Financial advisor meeting
  • Other tax / financial advice