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Personal Income Tax

Offering a robust line of products to meet your personal and business needs

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Making tax prep and planning less taxing

tax graphic

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.

Select the 1040 tax product that works best for you...

Standard

Includes:

  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Accuracy guarantee
  • Standard audit protection - optional (additional fee)

Deluxe

Includes Standard plus:

  • Standard audit protection
  • Up to 30 minutes of tax consultation yearly
  • Estimated payment reminders
  • Year-end tax projection

Premium

Includes Deluxe plus:

  • Premium audit protection
  • Up to 2 hours of tax consultation yearly
  • Semi-annual tax projection
  • Annual tax strategy meeting (may involve financial advisors, attorneys as needed)