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Personal Income Tax

Offering a robust line of solutions 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

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