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Personal Income Tax

Offering a robust range of services to meet your personal and business needs

Enhance your tax experience

Compass needle pointing to the words tax return

Taxes don’t have to be daunting. We make the tax process easy and smooth. You can expect:

  • A modern process from start to finish—Our advanced platform supports a completely digital process from tax document upload to signature and filing.
  • Customized support—We put in the time to understand your personal tax situation to make sure you get the refund you deserve or minimize your tax burden as much as possible.
  • Service all year—We are here to support you with tax advice throughout the year…not just at tax time. You can count on us for strategic advice that leads to smart tax decisions all year long.

Choose the solution that is right for you:

Designed for those who only desire our tax compliance expertise

Your Knowledgeable Tax Preparer

Includes:

  • Tax preparation for all Federal and resident state forms, including electronic filing
  • Secure 24/7 electronic access to client records via SmartVault
  • Annual tax meeting - 30 minutes
  • Phone/Email consultation - up to 30 minutes per year
  • Additional Phone/Email consultation billed at an hourly rate
  • Correspondence with taxing authorities billed at an hourly rate
  • Email support - response time of 72 business hours or less
  • Payment due upon completion of your tax returns

Designed for our Self-Employed and Small Business Owners

Your Valued Accountant

Includes:

  • Tax preparation for all Federal and resident state forms, including electronic filing
  • Secure 24/7 electronic access to client records via SmartVault
  • Annual tax meeting - 30 minutes
  • Annual tax strategy meeting - up to 1 hour, generally mid-year
  • Phone/Email consultation - up to 1 hour per year
  • Additional Phone/Email consultation billed at an hourly rate
  • Email support - response time of 48 business hours or less
  • Estimate payment reminders (if applicable)
  • Correspondence with taxing authorities - up to 1 hour per year
  • Children/student returns prepared at half price
  • Email updates of significant tax law changes
  • Payment due upon completion of your tax returns

Designed to maximize your financial success!

Your Trusted Advisor

Includes:

  • Tax preparation for all Federal and resident state forms, including electronic filing
  • Secure 24/7 electronic access to client records
  • Annual tax meeting - 1 hour
  • Annual tax strategy meeting - 2 hours, generally mid-year and year-end
  • Additional consultation time included - up to 3 hours per year
  • Additional Phone/Email consultation billed at an hourly rate
  • Email support - response time of 24 hours or less
  • Estimate payment reminders (if applicable)
  • Correspondence with taxing authorities - up to 5 hours per year
  • Children/student returns prepared at half price
  • Email updates of significant tax law changes
  • Payment due upon completion of your tax returns