Proactive Tax Preparation

Proactive Tax Preparation from our team of experts is the perfect solution for those looking for a stress-free tax filing experience. Our experienced professionals will work with you to ensure the accuracy of your tax returns and help you take advantage of all of the available deductions and credits. Our proactive approach to tax preparation helps you avoid potential surprises and ensures a smooth, worry-free experience.

Robust Tax Service and Guidance

Robust Tax Service and Guidance

With Quickbooks online bookkeeping services, retaining business profits with the guidance of a dedicated accountant can save your organization up to thousands with our average tax savings of 50%.

Additional service benefits include:

  • Reducing filing errors
  • Preventing unwarranted audits
  • Simplified tax planning and filing
  • Saving money on tax accounting fees
  • Guidance around best use of profits to minimize tax liabilities

With tax experts spanning local markets, several industries, and many U.S. regions, consider us your one-stop-tax saving shop.

Enhance your tax experience

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

Basic Tax Plan

Billed Yearly $1200
  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Email support - response time of 72 hours or less
  • Annual tax plan
  • Phone consultation - up to 30 min per year

Standard Tax Plan

Billed Yearly $1800
  • Includes Basic plus:
  • Estimate payment reminders
  • Email support - response time of 48 hours or less
  • Phone consultation - up to 2 hours per year

Complete Tax Plan

Billed Yearly $2400
  • Includes Standard plus:
  • Estimate reminders and payments handled by the firm
  • Email support - response time of 24 hours or less
  • Annual tax strategy meeting
  • Phone consultation - up to 4 hours per year