Personal Income Tax

Offering a robust line of solutions 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.

Taxes made simple

Tax Essential

Includes:

  • 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)

Tax Enhanced

Includes Tax Essential plus:

  • Tax adjustments for tax carryovers, allocations
  • 1st tax extension

Tax Premium

Includes Tax Enhanced plus:

  • Reminders for quarterly tax estimate payments
  • Results consultation
  • Process employee expense reports
  • Unlimited virtual communications