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Tax Planning & Preparation

Let us take the stress out of running your business

Tax support tailored to your needs

Tax preparation at our firm is part of an ongoing relationship, not a once-a-year transaction. We prepare business and personal returns for the small business owners we work with year-round—so your books, payroll and taxes are handled by one team that already knows your numbers.

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 provide a seamless 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.

Taxes made simple

Tax

Basic

Includes:

Included

  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Annual tax plan
  • Quarterly billing

Support

  • 72 hours or less email support response time
  • Phone consultation — up to 30 minutes per year

* Optional audit protection (additional fee)

Tax

Standard

Includes Tax Basic plus:

Included

  • Monthly billing
  • Estimate payment reminders
  • Audit protection — included

Support

  • 48 hours or less email support response time
  • Phone consultation — up to 2 hours per year
Tax

Complete

Includes Tax Standard plus:

Included

  • Annual tax strategy meeting

Support

  • 24 hours or less email support response time
  • Phone consultation — up to 4 hours per year

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