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Take the stress out of tax time
Tax season doesn't have to be stressful when you work with our team. You can expect:
- A modern, streamlined process—From initial collection of tax documents to filing, we provide a seamless, digital experience.
- A custom experience—Every client is different, so we make sure to examine appropriate deductions and consider your unique situation to minimize your tax burden and ensure compliance.
- Year-round support—Our team is available throughout the year to help you make smart tax decisions and plan appropriately.
Taxes made simple
- Tax preparation of all federal and state forms including electronic filing
- Secure electronic access to client records
- Annual tax plan
- Phone consultation - up to 30 minutes per year
Starting at Nafl. 100/month
Includes Tax Basic plus:
- Annual tax strategy meeting
- 24 hours or less email support response time
- Phone consultation - up to 4 hours per year
Starting at Nafl. 250/month