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Personal Income Tax

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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.

Taxes made simple

Essentials

Includes:

  • Tax preparation of federal and state forms including electronic filing
  • Secure electronic access to your records
  • 2-year comparison report
  • Personalized tax organizer

Standard

Includes Essentials plus:

  • Estimated tax payment reminders
  • Annual withholding check-up

Executive

Includes Executive plus:

  • Annual tax strategy meeting
  • Insurance & Estate Plan Review