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Personal Income Tax

Offering a robust line of products to meet your personal and business needs

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)
  • Secure electronic access to client records
  • Annual tax projection OR
  • Personal finance and budgeting education (ideal for teens or young adults)

Support

  • 72 hours or less email support response time
  • Phone consultation - up to 60 minutes per year

Optional audit assistance (additional fee)

Individual Tax

Standard

Includes Essentials plus:

  • Estimate tax estimate payment reminders
  • Mid-year tax planning "check-in"

Support

  • 48 hours or less email support response time
  • Phone consultation - up to 90 minutes per year
  • Calculation of business owner's "reasonable compensation"

Individual Tax

Complete

Includes Standard plus:

  • Calculate quarterly taxable income and prepare estimated tax payments
  • Annual tax strategy meeting
  • Retirement planning

Support

  • 24 hours or less email support response time
  • Phone consultation - up to 2 hours per year
  • Audit assistance - respond to notices from the IRS or state filing agency for the current tax year