Personal Income Tax

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Enhance your tax experience

Taxes don’t have to be daunting. We make the tax process easy and smooth. You can expect:

  • 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 put in the time to understand your personal tax situation to make sure you get the refund you deserve or minimize your tax burden as much as possible.
  • Service all year—We are here to support you with tax advice throughout the year…not just at tax time. You can count on us for strategic advice that leads to smart tax decisions all year long.

Your back office support system

Individual Tax

Essentials

Includes:

  • Tax preparation of all federal and state forms (includes electronic filing)
  • Annual tax projection
  • Secure electronic access to records
  • General tax alerts & updates

Support

  • 72 hours or less email support response time
  • Video/phone consultation - up to 30 min/year included

Optional audit assistance (additional fee)

Individual Tax

Standard

Includes Essentials plus:

  • Mid-year tax planning "check-in"
  • Estimated tax payment reminders

Support

  • 48 hours or less email support response time
  • Video/phone consultation - up to 2 hours included

Individual Tax

Complete

Includes Standard plus:

  • Calculate quarterly taxable income and prepare estimated tax payments
  • Annual tax strategy meeting
  • Retirement planning
  • Tax notice defense & representation

Support

  • 24 hours or less email support response time