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
- Tax preparation of federal and state forms including electronic filing
- Secure electronic access to your records
- 2-year comparison report
- Personalized tax organizer
Includes Essentials plus:
- Estimated tax payment reminders
- Annual withholding check-up
Includes Executive plus:
- Annual tax strategy meeting
- Insurance & Estate Plan Review