Apps

Take the stress out of tax time

Tax season doesn’t have to be stressful when you work with our team. You can expect:

A modern, streamlined process

From initial collection of tax documents to filing, we provide a seamless, digital experience.

A custom experience

Every client is different, so we make sure to examine appropriate deductions and consider your unique situation to minimize your tax burden and ensure compliance.

Year-round support

Our team is available throughout the year to help you make smart tax decisions and plan appropriately.

mobile graphic

Taxes made simple

Tax
Basic
 
Includes:
  • Tax preparation of all federal and state forms, including electronic filing
  • Secure electronic access to client tax returns
  • Tax Projection Worksheet
  • Annual billing
  • Audit protection (optional)
  • Support
  • 72 hours or less email support response time
  • 30 minutes of phone consultation per year
Tax
Enhanced
 
Includes Tax Basic plus:
  • Monthly billing (optional)
  • Estimated tax payment reminders (10 days prior to due date)
  • Help setting up online ATAP and EFTPS accounts to pay estimates
  • Support
  • 48 hours or less email support response time
  • Additional 30 minutes of phone consultation up to 1 hour per year
Tax
Premium
 
Includes Tax Enhanced plus:
  • Online quarterly estimated tax payments via ATAP and EFTPS
  • Estimated tax payment reminders (5 days prior to due date)
  • One additional custom tax projection between May 1 and December 31
  • Annual tax strategy meeting between May 1 and December 31
  • Support
  • 24 hours or less email support response time
  • Additional 1 hour of phone consultation up to 2 hours per year