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Personal Income Tax

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

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.

Taxes made simple

Essentials

Includes:

  • Tax preparation of federal and state forms including electronic filing
  • Secure electronic access to your records
  • 2-year comparison report
  • Personalized tax organizer

Standard

Includes Essentials plus:

  • Estimated tax payment reminders
  • Annual withholding check-up

Executive

Includes Executive plus:

  • Annual tax strategy meeting
  • Insurance & Estate Plan Review