Pain-Free Tax Preparation

Your tax filings don't need to be painful. Don’t leave money on the table. Let us take the hassle out of your tax preparation & become your trusted advisor. Our tax prep services include:

Prep & e-file

Preparation & e-filing of your federal & state income tax returns. We work exclusively with business owners.

Prior yr review

Complimentary review of your prior year tax return to look for any missed deductions, credits, or errors.

Secure portal

Use of our encrypted, online client portal to collect your tax documents and securely communicate with you.

Tax appointment

30-minute tax appointment call discussing your specific situation & questions (1-hour included for businesses).

audit defense

OPTIONAL: Audit Defense Service to give you peace of mind if you are audited by IRS or state tax agency.

Error-free

Error-Free guarantee: If we make a mistake on your return, we will resolve it with the IRS and/or state.

tax handouts

Complimentary 30-day acces to our Client Tax Handouts on dozens of tax topics, written in plain English.

Financial reporting

Complimentary financial reports based on your tax return to provide customized recommendations to you.

tax tips access

Access to our monthly Tax Tips newsletter containing ongoing relevant tax information.