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Tax

Offering a robust line of products to meet your personal and business needs

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Tax support tailored to your needs

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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.

Tax packages

Premier

Includes:

  • Annual Tax Return
    • Business
    • Individual
    • Trust

Plus

Includes Premier plus:

  • Annual tax projection meeting

Xtra Plus

Includes Plus plus:

  • Quarterly meetings to keep you on track with estimates and projections