Tax
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Take the stress out of tax time
No one looks forward to tax time, but working with our team can help take the “taxing” out of tax season.
We’ve mastered the tax process to offer you:
- A digital, convenient experience — From collection of your tax source documents through to return review and filing, we offer clients a streamlined, digital experience.
- Personalization — We take the time to understand your unique situation and plan accordingly to ensure you get the refund you deserve, or minimize your tax burden as much as possible.
- Year-round service — Our team is available throughout the year to help you strategize and plan so you can make informed tax decisions along the way.
Tax Services
Include:
Tax preparation
- All federal and state forms
- Electronic filing
- Secure electronic access to client records
Advice and billing
- Estimate payment reminders
- Annual tax plan
- Quarterly billing
Support
- 72 hours or less email support response time
- Phone consultation - Up to 30 minutes per year