Enhance your tax experience

Taxes don’t have to be daunting. We make the tax process easy and smooth. You can expect:

A modern process from start to finish

Our advanced platform supports a completely digital process from tax document upload to signature and filing.

Customized support

We put in the time to understand your personal tax situation to make sure you get the refund you deserve or minimize your tax burden as much as possible.

Service all year

We are here to support you with tax advice throughout the year…not just at tax time. You can count on us for strategic advice that leads to smart tax decisions all year long.

 
collaborating with clients

Taxes made simple

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    • Tax preparation
      • All federal and state forms
      • Electronic filing
      • Secure electronic access to client records
    • Advice and billing
      • Estimate payment reminders
      • Personal tax projections and planning
      • Monthly billing *if under a fixed price agreement
    • Support
      • 24 hours or less email support response time
      • Unlimited phone consultation *depending on fixed price agreement

Our approach to billings

We certainly understand that business owners will want to know what our services will cost. That discussion will always take place as well as our approach to billings. In an effort to add more certainty to our clients' fees we provide fixed price agreements. We are also offering the option of paying these fees on a monthly basis to help our clients budget this cost easier from a cash flow standpoint and to alleviate the spike in fees that most businesses experience in the March, April or May timeframe of each year.

Like the credit card companies we are offering a silver, gold and platinum plan that you can choose from if you feel one of the options better fits your needs in terms of services for the upcoming year.

The silver plan covers all of the usual annual services that we would provide for you and the company based on your choices and needs established in our initial discussions.

The gold plan, for example, gives you the option of adding unlimited phone discussions concerning day to day matters, so as to get away from the stigma of the clock running when you are making a call and wondering what that conversation may cost.

A platinum plan, for example, might factor in unliminted meetings if an owner was looking to sell his or her business and recognized that there would be a need for several meetings to get through this process.

In any event you will have options in that regard and if you would like to add something that we haven't covered initially, whether it is from a planning standpoint or some other project that you might want to have done during the year; we can certainly incorporate that into the plan. If going forward there is something that comes up in terms of additional services, those will be handled as a change order, so to speak, and a spearate agreement will be executed so you know up front what that cost will be. The bottom line is that we want you to know what your cost will be up front and we commit to not exceeding that cost.