Apps

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

Individual
Tax
 
  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Estimate payment reminders
  • Annual tax plan
  • Annual tax strategy meeting
  • Support
  • 24 hours or less email support response time
  • Phone consultation - as needed
Business
Tax
 
  • Sole proprietor
  • LLC
  • Partnership
  • S-Corporation
  • C-Corporation
  • Exempt organization
  • Estimate payment reminders
  • Annual tax plan
  • Annual tax strategy meeting
  • Support
  • 24 hours or less email support response time
  • Phone consultation - as per agreement
Estate and Trust
 
 
  • Preparation of tax returns for Estate or Trust
  • Estate Inventory
  • Estate or Trust Fiduciary accountings for commissioner of accounts
  • Work with Executor or Administrator to probate the estate as needed
  • Estate and Trust tax planning
  • Estate and Trust administration planning