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Tax

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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.

Taxes made simple

Tax preparation

  • All federal and state forms
  • Electronic filing
  • Secure electronic access to client records

Consulting

  • Estimate payment reminders
  • Annual tax plan

Support

  • 72 hours or less email support response time
  • Audit protection for personal tax returns