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Tax Strategies

Offering a robust line of products to meet your personal and business needs

Includes:

  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Estimate payment reminders
  • Unlimited phone calls and emails

Includes Tax Strategies Bronze plus:

  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Estimate payment reminders
  • Annual tax projection
  • Unlimited phone calls and emails

Includes Tax Strategies Gold plus:

  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Estimate payment reminders
  • Annual tax plan
  • Annual tax planning strategy meeting
  • Unlimited phone calls and emails