As Your Tax Experts We
PREPARE ACCURATE RETURNS
Your tax returns will be accurate and we will make sure you don't miss out on the credits or deductions you qualify for.
KEEP YOU INFORMED
We'll educate you on changes that affect your tax situation so you can plan ahead and hang on to more of your money.
TAKE THE GUESSWORK OUT
We take the stress out of things like calculating estimated payments. You relax and let us do the worrying for you.
SUPPORT YOU BEYOND APRIL
We always have your back. We don't just shut down on April 15th. We're available year-round by email and phone when you need help.
We are more than tax preparers. We are trusted tax advisors and strategists. If you want the added peace of mind from seeing an advisor beyond tax time, then one of our packages may be a good fit for you.
ESSENTIALS
Best Fit For: Those who only need some support and want one mid-year consult session to plan and keep on track for the future.
Highlights of Package:
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Federal & State income tax prep
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Important Reminders
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Next Year Projection
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Mid-Year Consult
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Email/message support for 2 additional tax questions
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BOI Reporting
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2 Hours of Audit/Exam Work
DELUXE
Best Fit For: Those who want ongoing support throughout the year and who want to meet a couple times to keep on track for the future.
Highlights of Package:
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Federal & State income tax prep
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Important Reminders
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Next Year Projection
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Mid-Year & End of Year Consults
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Email/message support for 2 additional tax questions
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Access to group Zoom call for questions or Hot Topics
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BOI Reporting
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6 Hours of Audit/Exam Work
PREMIUM
Best Fit For: Those who want continuous access to priority support and who want to meet quarterly to keep on track for the future.
Highlights of Package:
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Federal & State income tax prep
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Important Reminders
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Next Year Projection
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Quarterly Consults
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Unlimited Email/message support for tax questions
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Access to group Zoom call for questions or Hot Topics
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BOI Reporting
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10 Hours of Audit/Exam Work
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Priority service for preparation and returning calls/messages
For full package details, base fees, and to inquire about working with us, make a selection.
TAX PREPARATION
Taxes can be stressful and sometimes downright painful.
Going through this alone can be daunting and may even make you want to ignore the situation.
It doesn't have to be this way and you don't have to try to do this on your own.
Tax laws are complicated. We can navigate you through it.