The service includes personal tax planning and return preparation
Tax plan with customized, tax-efficient options for you to consider
Completed tax return (based on 1 credit card, 1 practice bank account)
Learn expense-tracking best practices to simplify your finances.
For new clients, we’ll take a second look at prior year’s returns to catch anything that might have been overlooked by your previous accountant.
Gain access to our library of training videos for any additional questions you may have.