Smarter Taxes, Planning & Finances for Individuals
Personal Tax Plans
Base
Your personal taxes handled by a professional
- Personal Tax Advisor
- Personal tax filing (1040)
- IRS notice guidance
- Audit support
Core
Personal taxes paired with quarterly estimate guidance to help you avoid surprises
- Personal Tax Advisor
- Always-on tax support
- Personal tax filing (1040)
- IRS notice guidance
- Audit support
- W-2 withholding analysis
- Quarterly safe harbor estimates
Pro Advisory
Personal taxes, quarterly estimates, and comprehensive tax planning
- Personal Tax Advisor
- Always-on tax support
- Personal tax filing (1040)
- IRS notice guidance
- Audit support
- Tax Strategy Blueprint
- Annual Tax Forecast
- W-2 withholding analysis
- Quarterly safe harbor estimates
Personal Wealth Services
We’ll bring clarity to your finances, evaluate your investments, and work with you to plan for life events. Led by our sister firm, Greater Wealth.
Your money, professionally managed and invested in what serves you best, with zero hidden fees or surprises. Led by our sister firm, Greater Wealth.
Solopreneur Services
For freelancers and solo LLCs, we'll manage your books and calculate quarterly estimates.
For business owners ready to get smarter about their taxes. Already included in Scale plan.
Ready to get started?
What our clients are saying
“Best accountant I’ve ever worked with”
I can't believe I'm writing this about doing taxes but they made the process an absolute pleasure.
Anna D.
“The team is incredible”
They helped me restructure my business and have been so helpful and insightful.
Taylor P.
“Absolutely amazing people to work with”
I had a mess of business and personal issues and they were patient and resourceful every step of the way.
Conor D.