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.

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

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

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.
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
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!