Individual Tax Services

Filing taxes can be stressful for everyone.

So why not let us take care of it? We make tax season easy and smooth for you so that you can sit back and relax until all you have to do is review and sign. You can expect:

A modern secure process from start to finish. Our advanced platform supports a completely digital and secure process from tax document upload to signature and filing.
Customized Support — We put in the time to understand your personal tax situation to make sure you get the refund you deserve and minimize your tax burden as much as possible.
Service All Year: We are here to support you with tax advice throughout the year — not just at tax time.

Choose the solution that is right for you.

Tier I	Tier II	Tier III
Starting at $1,500/year	Annual Fee + $150/Month	Annual Fee + $250/Month
Digital Copies of all returns and documents Access to Client Portal – easy uploads and downloads Estimated Tax Vouchers based on 110% Safe Harbor MFJ vs MFS Annual Analysis Accuracy Protection Guarantee Federal and State Audit and Notice Protection ID Theft Restoration Program Extension filed at no additional cost Annual 30-Minute Discussion with Senior Tax Manager About Return Draft	Includes Tier I, Plus: Custom Q1 Estimated Tax & Extension Payment Voucher – Minimize Late Payment Penalties Pre-determined Q2 Estimated Tax Payment Voucher – Don’t Pay Too Much Too Soon Pre-determined Q3 Estimated Tax Payment Voucher – Don’t Pay Too Much Too Soon Custom Q4 Estimated Tax Payment Voucher – Minimize Estimated Tax Penalties	Includes Tier I, Plus: Custom Q1 Estimated Tax & Extension Payment Voucher – Minimize Late Payment Penalties Custom Q2 Estimated Tax Payment Voucher – Don’t Pay Too Much Too Soon Custom Q3 Estimated Tax Payment Voucher – Don’t Pay Too Much Too Soon Custom Q4 Estimated Tax Payment Voucher – Minimize Estimated Tax Penalties End of Year Tax Planning Meeting with Senior Tax Manager
Compliance	Self-Employed	Advisory

Tier I

Tier II

Tier III

Starting at $1,500/year

Annual Fee + $150/Month

Annual Fee + $250/Month

Digital Copies of all returns and documents
Access to Client Portal – easy uploads and downloads
Estimated Tax Vouchers based on 110% Safe Harbor
MFJ vs MFS Annual Analysis
Accuracy Protection Guarantee
Federal and State Audit and Notice Protection
ID Theft Restoration Program
Extension filed at no additional cost
Annual 30-Minute Discussion with Senior Tax Manager About Return Draft

Includes Tier I, Plus:

Custom Q1 Estimated Tax & Extension Payment Voucher – Minimize Late Payment Penalties
Pre-determined Q2 Estimated Tax Payment Voucher – Don’t Pay Too Much Too Soon
Pre-determined Q3 Estimated Tax Payment Voucher – Don’t Pay Too Much Too Soon
Custom Q4 Estimated Tax Payment Voucher – Minimize Estimated Tax Penalties

Includes Tier I, Plus:

Custom Q1 Estimated Tax & Extension Payment Voucher – Minimize Late Payment Penalties
Custom Q2 Estimated Tax Payment Voucher – Don’t Pay Too Much Too Soon
Custom Q3 Estimated Tax Payment Voucher – Don’t Pay Too Much Too Soon
Custom Q4 Estimated Tax Payment Voucher – Minimize Estimated Tax Penalties
End of Year Tax Planning Meeting with Senior Tax Manager

Compliance

Self-Employed

Advisory

Schedule a Consultation →

More Information About Individual Tax Services

Digital Copies/E-filing – We provide complimentary digital copies of tax returns and source documents to our clients at no additional cost, available from any browser or cell phone via our secure portal and app. Since we are striving to become as paperless a tax firm as possible, we will be e-filing your state and federal individual tax returns as well.

Client Portal – Our secure client portal allows for digital downloads, uploads, e-signatures and return review all from the same login. Our integrated Client Collaboration Center allows us to securely transmit documents and receive signatures so you no longer have to share secure information over email.

Audit and Notice Protection – Starting in 2024, every individual tax return we prepare includes Federal and State Audit Notice Protection from Tax Protection Plus built into the return price. The cost to hire a CPA or EA to assist in an audit from the IRS would exceed $5,000 even for the simplest of audits.

Accuracy Protection Guarantee – If we prepare your return and we make a mistake, we’ll fix the mistake at no cost to you. We will also attempt to remove any penalties and interest assessed.

ID Theft Restoration Program – Every individual tax return we prepare includes identity theft restoration services at no additional cost.

MFJ vs MFS Analysis – Every year we analyze whether filing Married Filing Jointly vs. Married Filing Separately produces a better result for your household.

Ready to Get Started? Schedule a Call →