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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.

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Taxes made simple

Individual
Tax
 
  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Estimate payment reminders
  • Annual tax plan
  • Annual tax strategy meeting
  • Quarterly billing if combined with financial planning
Business
Tax
 
  • Sole proprietor
  • LLC
  • Partnership
  • S-Corporation
  • C-Corporation
  • Exempt organization
  • Estimate payment reminders
  • Annual tax plan
  • Annual tax strategy meeting