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Tax

Offering a robust line of products

to meet your personal and business needs

Tax support tailored to your needs

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 provide a seamless 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

Essentials

Accounting App Subscriptions

  • QuickBooks online subscription
  • QuickBooks online backups

Accounting & Payroll

  • Prepare 1099s for contractors
  • Prepare property tax reports

Tax Preparation

  • Business income tax preparation & e-file
  • Year-end books/tax adjustments
  • Tax due date reminders
  • Response to IRS notices / correspondence

Business Education

  • QuickBooks online education (bi-annual)

Support

  • Private messaging & phone support (72 hour response time)

Advisory

Accounting App Subscriptions

  • HR compliance & worker safety
  • Reasonable compensation calculations

Tax Preparation

  • Full tax audit representation (income tax)

Tax Planning

  • Tax projections (annual)
  • Tax strategy analysis & discovery (annual)
  • Tax update webinars (annual)

Business Coaching

  • Business growth & advisory meetings (annual)
  • Financial dashboard with KPI report (quarterly)

Business Education

  • QuickBooks online ongoing education (quarterly)

Support

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

Strategic Growth

Tax Planning

  • Tax projections (bi-annual)
  • Tax strategy analysis & discovery (bi-annual)
  • Tax update webinars (bi-annual)

Business Coaching

  • Business growth & advisory meetings (quarterly)
  • Financial dashboard with KPI report (monthly)

Business Education

  • QuickBooks online ongoing education (bi-monthly)
  • Financial advisor meeting for business (annual)
  • Annual group conference meeting w/ attorney (annual)
  • Annual group conference meeting w/ insurance agent (annual)

Support

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