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Tax

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

Making tax prep and planning less taxing

Taxes made simple

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.

Tax & Compliance

  • Tax preparation of all federal and state forms including electronic filing/phone or in person meeting to confirm tax return
  • Secure electronic access to client records
  • Phone consultation & compliance issues

Tax Services & Projections

  • Revenue Planning
  • Deduction Planning
  • Tax Savings Strategies
  • Estimated Payment Reminders
  • Notice Correspondence
  • Statement of Information
  • Property Tax Form
  • 1099 preparation
  • Audit Protection
  • Audit Representation
  • Installment Agreement
  • Offer in compromise