Tax

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Tax support tailored to your needs

Tax season doesn’t have to be stressful when you work with our team. Our filing process offers a seamless digital experience—from gathering your tax documents to filing your return electronically.

  • Personalized—Because every client is different, we examine appropriate deductions and consider your unique situation to help minimize your tax burden.
  • Convenient— From initial collection of tax documents to filing, we provide a seamless digital experience.
  • Year-round support—We are available throughout the year to help you make smart tax decisions and put a sound, strategic tax plan in place.

Taxes made simple

Tax

Basic

Includes:

  • Prepare federal and California individual income tax returns
  • Digital access to copies of your tax returns using our secure client portal
  • Respond to routine IRS & FTB notices concerning the processing of your returns

Tax

Standard

Includes Tax Basic plus:

  • Optimize 2019 safe harbor estimated tax payments based on lesser of 2019 or projected 2020 tax liabilities

Support

  • E-mail support response time: 48 hours
  • Annual phone consultation: up to 1 hour

Tax

Complete

Includes Tax Standard plus:

  • Annual review and planning meeting*

Support

  • E-mail support response time: 24 hours
  • Annual phone consultation: up to 2 hours