Personal Tax Filing
Our team of all-star tax professionals bring a depth of experience across a broad set of financial situations.
We’ll work with you to optimize your personal or joint tax filing while providing fast and accurate results.
PERSONAL TAX PREP
$400+
Employee W-2 Income
Capital Gain / Loss Reporting
Interest / Dividend Reporting
Itemized Deductions
One State Return
Audit Defense & Identity Protection
ADDITIONAL SERVICES
Proactive Advisory
Additional State/Local
Equity Compensation
Partner / Shareholder K-1 Income
Foreign Bank Account Reporting
Freelancer Tax Prep
Rental Investor Tax Prep
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This may shock you, but nearly 60% of tax filers use professional tax filing services
If you enjoy geeking out on taxes like us, then solutions like TurboTax may be fine. However, software does not take into account your unique circumstances and missing key deductions takes money out of your pocket.
With our all-star team and clear, upfront prices, you enjoy peace of mind while we make sure your tax filings are handled with exceptional care by one of our highly-qualified CPA team members.
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We started 15 years ago with one mission in mind: Delivering an incredible experience for our clients
Putting our clients first led us to reimagine what tax preparation should look like. We differentiate in 3 key ways:
We use technology to simplify an overly complicated process
We provide clear, up-front pricing
Most importantly, we hire the most talented and passionate tax professionals around
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We like to start every relationship with a conversation to make sure we're meeting your needs & expectations. Everyone's tax situation is unique and to provide you the best quality personal tax filing services, we want to hear directly from you. You can schedule an intro consultation here
We'll pair with you with the right team member who will become your new personal accountant
You'll upload your tax info to our secure portal
We'll get hustling and reach out with any questions to make sure we're maximizing your deductions
After your return is ready you'll be able to review, e-sign, and your refund will be deposited directly into your bank account
It's so easy you'll brag to all of your friends! And if one of your friends ends up using our tax services, we'll give you money back for a referral credit :)
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We're here for you 12 months a year, not just during tax season. Whether you have a simple tax question, need advice on the tax implications of a life change, or want clarification on a pesky letter from the IRS, our team is here to help!