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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
- 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
Includes Tax Basic plus:
- Optimize 2019 safe harbor estimated tax payments based on lesser of 2019 or projected 2020 tax liabilities
- E-mail support response time: 48 hours
- Annual phone consultation: up to 1 hour
Includes Tax Standard plus:
- Annual review and planning meeting*
- E-mail support response time: 24 hours
- Annual phone consultation: up to 2 hours