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.

Year-round service

Our team is available throughout the year to help you strategize and plan so you can make informed tax decisions along the way.

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Taxes made simple

Silver package
  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic portal to share confidential documents
  • Estimated tax payment reminders
  • Support
  • 48 hours or less email support response time
  • Phone consultation - Up to 30 minutes per year
Gold package
Includes Silver package plus:
  • Mid-year tax consulting appointment
  • Support
  • Phone consultation up to 2 hours during the year
Platinum package
Includes Gold package plus:
  • Calculation and filing of extension
  • Respond to notices from tax authorities
  • Preparation of any required forms 1099
  • Preparation of Report of Foreign Bank Accounts
  • Filing and submitting Powers of Attorney
  • Support
  • Unlimited consultation by phone or email