Tax Preparation Packages

    • Easily & securely upload your documents using our client portal

    • Personalized professional tax preparation by a CPA

    • Proactive communication throughout the process

    • Detailed review for accuracy, completeness and tax savings optimization

    • Review and sign your completed return online

    • Pay your invoice electronically using our secure payment options

    • Once signed and paid, we e-file your return with the IRS and upload a copy to your portal

    • Easily & securely upload your documents using our client portal

    • Personalized professional tax preparation by a CPA

    • Proactive communication throughout the process

    • Detailed review for accuracy, completeness and tax savings optimization

    • Personalized 45-minute meeting by phone or video conference

      • Detailed review of tax return for accuracy and completeness

      • Answer questions and address concerns in real-time

      • Highlight opportunities for future tax savings

    • Review and sign your completed return online

    • Pay your invoice electronically using our secure payment options

    • Once signed and paid, we e-file your return with the IRS and upload a copy to your portal

    • Easily & securely upload your documents using our client portal

    • Personalized professional tax preparation by a CPA

    • Proactive communication throughout the process

    • Detailed review for accuracy, completeness and tax savings optimization

    • Personalized 45-minute meeting by phone or video conference

      • Detailed review of tax return for accuracy and completeness

      • Answer questions and address concerns in real-time

      • Highlight opportunities for future tax savings

    • Review and sign your completed return online

    • Pay your invoice electronically using our secure payment options

    • Once signed and paid, we e-file your return with the IRS and upload a copy to your portal

    • Personalized 60-minute tax planning session after tax season

      • Identify strategies to reduce taxes

      • Optimize withholdings and estimates to avoid surprises and eliminate penalties

      • Plan for major life changes

      • Review investment portfolio for tax efficiency (collaborate with financial planner)

      • Prepare for retirement

    • Easily & securely upload your documents using our client portal

    • Personalized professional tax preparation by a CPA

    • Proactive communication throughout the process

    • Detailed review for accuracy, completeness and tax savings optimization

    • Personalized 45-minute meeting by phone or video conference

      • Detailed review of tax return for accuracy and completeness

      • Answer questions and address concerns in real-time

      • Highlight opportunities for future tax savings

    • Review and sign your completed return online

    • Pay your invoice electronically using our secure payment options

    • Once signed and paid, we e-file your return with the IRS and upload a copy to your portal

    • Personalized quarterly 60-minute tax planning sessions

      • Identify strategies to reduce taxes

      • Optimize withholdings and estimates to avoid surprises and eliminate penalties

      • Plan for major life changes

      • Review investment portfolio for tax efficiency (collaborate with financial planner)

      • Prepare for retirement