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Personal Income Tax

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

Enhance your tax experience

Taxes don’t have to be daunting. We make the tax process easy and smooth. You can expect:

  • A modern process from start to finish—Our advanced platform supports a completely digital process from tax document upload to signature and filing.
  • Customized support—We put in the time to understand your personal tax situation to make sure you get the refund you deserve or minimize your tax burden as much as possible.
  • Service all year—We are here to support you with tax advice throughout the year…not just at tax time. You can count on us for strategic advice that leads to smart tax decisions all year long.

1040 Tax Products

Basic

  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Email support - response time of 72 hours or less
  • Phone consultation - up to 30 minutes per year
  • Billed annually
  • Audit Protection - optional (additional fee)

Standard

  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Estimate payment reminders
  • Email support - response time of 48 hours or less
  • Annual tax plan
  • Phone consultation - up to 2 hours per year
  • Billed annually
  • Audit protection included

Complete

  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Estimate reminders and quarterly estimates mailed to clients each quarter
  • Annual tax plan
  • Annual tax strategy meeting
  • Phone consultation - up to 4 hours per year
  • Billed quarterly
  • Audit protection included