Personal Income Tax
Offering a robust line of products to meet your personal and business needs
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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.
1040 Tax Products
1040 Basic
Includes:
- Tax preparation of all federal and state forms including electronic filing
- Secure electronic access to client records
- Liscio/email support - response time of 72 hours or less
- Phone consultation - up to 30 min per year
- Billed annually
- Audit protection - optional (additional fee)
1040 Standard
Includes Basic plus:
- Liscio/email support - response time of 48 hours or less
- Phone/video consultation - up to 1 hour per year
- Billed quarterly
- Audit protection included
- Zoom or phone meetings to review returns after completion of returns
- Annual tax projection/plan (usually in Oct/Nov)
- Estimate payment reminders
1040 Complete
Includes Standard plus:
- Liscio/email support - response time of 24 hours or less
- Phone/video consultation - up to 3 hours per year
- Billed monthly
- Zoom or in-person meetings to review returns after completion of returns
- Estimate reminders and payments remitted by our firm
- Annual tax strategy meeting (usually in May/June)