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