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Tax

Offering a robust line of productsto meet your personal and business needs

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