Tax
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Tax time doesn't have to be stressful and expensive
- Our modern process—Our filing process provides a seamless digital experience from gathering your tax documents to filing your return electronically.
- Compliance and preparation—Maximize your tax situation and avoid expensive penalties with people you can trust year-in and year-out.
- Tax support tailored for you—Let our team be your tax expert so you don't have to be. Our expert CPAs prepare, review and file your tax returns to keep you compliant and help you get the best refund.
- Year-round availability—We're here all year to help you make the best tax decisions. Schedule a one-on-one conversation via phone, video call or in person.
Taxes made simple
Includes:
- Tax preparation of all federal and state forms including electronic filing
- Electronic signatures
- Secure electronic access to client records
- Estimate payment reminders
- Annual tax strategy meeting
- Quarterly billing
Support
- 72 hours or less email support response time
- Phone consultation - per client request
*Optional Audit Protection (additional fee)