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 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...
- 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)
Includes Standard plus:
- Standard audit protection
- Up to 30 minutes of tax consultation yearly
- Estimated payment reminders
- Year-end tax projection
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)