Personal Income Tax

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

Making tax prep and planning less taxing

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.

1040 Tax Products



  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Accuracy guarantee
  • Basic audit protection - optional (additional fee)


Includes Basic plus:

  • Basic audit protection included
  • Basic yearly tax consultation
  • Estimated payment reminders
  • Year-end tax projection


Includes Deluxe plus:

  • Premium audit protection included
  • Advanced yearly tax consultation
  • Estimated payment reminders and if desired, payments processed by the firm
  • Semi-annual tax projection
  • Year-end tax projection
  • Annual tax strategy meeting- this meeting may involve financial advisors and/or attorneys, as necessary.