Personal Income Tax
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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.
Taxes made simple
- 1040 preparation
- Client portal access to tax returns
- Summarized/organized information required (additional charges apply if not summarized/organized)
- E‐filing of return(s) (if paper filed, additional fees apply)
Includes Tax Essential plus:
- Tax adjustments for tax carryovers, allocations
- 1st tax extension
Includes Tax Enhanced plus:
- Reminders for quarterly tax estimate payments
- Results consultation
- Process employee expense reports
- Unlimited virtual communications