Apps

Select online apps from the list at the right. You’ll find everything you need to conduct business with us.

Take the stress out of tax time

Tax season doesn’t have to be stressful when you work with our team. You can expect:

A modern, streamlined process

From initial collection of tax documents to filing, we provide a seamless, digital experience.

A custom experience

Every client is different, so we make sure to examine appropriate deductions and consider your unique situation to minimize your tax burden and ensure compliance.

Year-round support

Our team is available throughout the year to help you make smart tax decisions and plan appropriately.

Taxes made simple

Tax
Basic
 
Includes:
  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Estimate payment reminders
  • 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:
  • Monthly Billing
  • 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:
  • Annual Tax Strategy Meeting
  • Support
  • 24 hours or less email support response time
  • Phone Consultation - Up to 4 hours per year