Tax Solutions for Individuals
We’ve reimagined the traditional tax preparation services to offer more strategic solutions to our clients. Each service package is designed to take a deeper dive into your entire financial situation to help uncover and identify potential tax-saving measures you could take advantage of.
Standard
Personal Assigned Tax Team
Tax Preparation and Filing for Federal and State returns
Your personal tax team will thoroughly review your financial tax documents, look for potential areas where you might find tax savings, and prepare and file your Federal and State returns.
Intermediate
Personal Assigned Tax Team
Tax Preparation and Filing for Federal and State returns
Annual or Semi-Annual Strategic Tax Planning Meetings
Designed to help identify yearly actions that you can take to reduce your tax bill. Meetings will be hyper-focused on your specific needs and financial goals.
Advanced
Personal Assigned Tax Team
Tax Preparation and Filing for Federal and State returns
Annual or Semi-Annual Strategic Tax Planning Meetings
Additional Consulting calls throughout the year
Tax Audit Protection Consulting and Representation
IRS and State Notice Resolution
Our team will do a deep-dive into your financials and work with you throughout the year to help find ways to not only save on your taxes but highlight other financial opportunities unique to you.
