About this service
Tax planning happens before the year ends, while there is still time to act. We look at your income, life changes and goals, and show you the options and what each would mean for your taxes.
What's included
- A review of last year's return and this year's expected income
- Withholding and quarterly estimated payment planning
- Advice on retirement contributions, business structure and timing of income or expenses
- A written summary of what we recommend
How it works
Book or buy online
Pick a time at the office, by phone or by video, or buy a package and pay online.
Share your documents
Bring them to your appointment or upload them securely in the client portal.
We prepare it
Your preparer does the work and goes through the result with you.
You sign, we file
Once you approve, we file electronically and you keep a copy.
Who it's for
- People who owed a lot at tax time
- New business owners
- Anyone with a big change: marriage, a new child, a home purchase, a sale or retirement
