Apps

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.

 
collaborating with clients

Taxes made simple

Personal
Taxes
 
  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Annual tax plan
  • Quarterly billing
  • Support
  • 72 hours or less email support response time
  • Phone consultation - Up to 30 minutes per year
* Optional audit protection (additional fee)
Business
Taxes
 
  • Monthly billing
  • Estimate payment reminders
  • Audit protection - Included
  • Support
  • 48 hours or less email support response time
  • Phone consultation - Up to 2 hours per year
* Optional 1031 Exchange Facilitation and Advice (additional fee)
Trust & Estate
Taxes
 
  • Annual tax strategy meeting
  • Support
  • 24 hours or less email support response time
  • Phone consultation - Up to 4 hours per year