Revolutionize your tax experience

Taxes don’t have to be intimidating. We make the tax process easy and smooth. We give you:

A modern process from start to finish

Our advanced platform supports a completely digital process from tax document upload to signature and filing.

Customized support

We take the time to understand your personal tax situation to make sure you keep more of your money by paying the lowest income tax allowed by law.

Service all year

We are here to support you with expert tax advice throughout the year…not just at tax time. You can count on us for strategic advice that leads to genius tax decisions all year long.

IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear our years of tax and IRS experience to ensure you are properly represented when it matters the most. We represent you before the IRS and other tax authorities.

collaborating with clients

Taxes made simple

  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Annual billing
  • Support
  • Audit protection with ID theft protection (third party “Protection Plus”)
  • Additional services provided at standard billing rates
Includes Tax Basic plus:
  • Support
  • 3 business days or less email support response time
  • Phone consultation - up to 30 minutes per year
  • Estimate payment reminders
Includes Tax Standard plus:
    • Annual tax strategy meeting - (60 minutes per year)
    • Support
    • 2 business days or less email support response time
    • Phone consultation - up to 2 hours per year

SOMETIMES you need to discuss things face to face? We get it!

  • Tax Complete - optional add-on:
  • One-on-one meeting with your tax professional (yes - during tax season!)