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 Filing

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

  • 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.

  • 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

  • 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 :)

  • 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!

What our clients say