Individual, Trust & Estate Services

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

Enhance your tax experience

Taxes don’t have to be daunting. We make the tax process easy and smooth. You can expect:

  • A modern process from start to finish—Our advanced platform supports a completely digital process from tax document upload to signature and filing.
  • Customized support—We put in the time to understand your personal tax situation to make sure you get the refund you deserve or minimize your tax burden as much as possible.
  • Service all year—We are here to support you with tax advice throughout the year…not just at tax time. You can count on us for strategic advice that leads to smart tax decisions all year long.

Taxes made simple




  • Tax preparation of all federal and state forms including electronic filing
  • Secure electronic access to client records
  • Notice protection


  • 72 hours or less email support response time
  • Phone consultation - up to 30 minutes per year

*Minimum Fee of $1,500



Includes Tax Basic plus:

  • Quarterly billing
  • Estimate payment reminders
  • Annual tax plan


  • 48 hours or less email support response time
  • Phone consultation - up to 2 hours per year



Includes Tax Standard plus:

  • Annual tax strategy meeting
  • Annual financial planning consultation


  • Unlimited short communication throughout the year
  • Monthly billing