Make tax time less taxing…
No one looks forward to tax time, but working with our team can help take the “taxing” out of tax season. We’ve mastered the tax process to offer you:
A digital, convenient experience
From collection of your tax source documents through to return review and filing, we offer clients a streamlined, digital experience.
We take the time to understand your unique situation and plan accordingly to ensure you get the refund you deserve, or minimize your tax burden as much as possible.
Our team is available throughout the year to help you strategize and plan so you can make informed tax decisions along the way.
- Tax Preparation
- All federal and state forms
- Electronic filing
- Secure electronic access to client records
- Personalized planning
- Tax updates
- Progress updates on return preparation
- Phone consultation (up to 30 minutes per year)
- Tax notice response (up to 1 hour per year)
- Trust & Estate
- Work with your attorney, trustee and investment advisor
- Facilitate speedy resolution to the estate