Personal Tax Filing
Our team of all-star tax professionals bring a depth of experience across a broad set of financial situations.
We’ll work with you to optimize your personal or joint tax filing while providing fast and accurate results.
Tax + Advisory Essentials
Starting at
$780+
Preparation + e-filing of personal tax return
Video recap + live call to review tax return
Email support throughout the year
IRS/State correspondence for notices received
Audit Defense & Identity Theft Protection
Tax + Proactive Advisory
Starting at
$1,300+
Preparation + e-filing of personal tax return
Video recap + live call to review tax return
Email + Phone support throughout the year
IRS/State correspondence for notices received
Audit Defense & Identity Theft Protection
Quarterly Estimated Tax Reminders
Year-end Tax Projection & Strategy Review
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If you enjoy geeking out on taxes like us, then solutions like TurboTax may be fine. However, you run the risk of overpaying on taxes or making errors that take time to resolve.
Additionally, the exciting stuff is finding ways to save money on taxes. That’s why we designed Proactive Advisory.
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We like to start every relationship with a conversation to make sure we're meeting your needs & expectations.
Everyone's tax situation is unique and to provide you the best quality personal tax filing services, we want to hear directly from you.
You can schedule a free intro consultation here
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We're here for you 12 months a year, not just during tax season. Whether you have a simple tax question, need advice on the tax implications of a life change, or want clarification on a pesky letter from the IRS, our team is here to help!