Don't Just Save on Taxes; Invest in Your Wealth
Individual Income Tax
New Individual Clients Start Here
New Individual Clients Start Here
New Individual Clients Start Here
If you haven't filed with us before, This is where to start.
Follow this link to complete our Client Info Form and get set up on our secure Web Portal for document exchange.
Returning 1040 Clients Start Here
New Individual Clients Start Here
New Individual Clients Start Here
If you've worked with us last year, your SmartVault is already setup and waiting for your documents. But you'll still need to complete the Client Info form (but we've made it as short as possible!) START HERE.
2024 Fees
New Individual Clients Start Here
Received a Notice?
We try to be as transparent as possible on pricing. We've greatly simplified our structure, and as always, we don't have a stopwatch running to surprise you with a bill later on.
Received a Notice?
Download your Files
Received a Notice?
We love getting mail. Unless it's a letter from Uncle Sam or some other tax agency. Don't understand what it says? Let us help you. We don't mind translating government-speak into plain English.
Groundhog Day
Download your Files
Download your Files
Seem like the same day with IRS keeps repeating over and over and over? We believe you! The IRS is running ridiculously behind and we can't get through half the time, either. But give us a chance and we'll try to find where your lost tax returns went.
Download your Files
Download your Files
Download your Files
We have a new system coming online shortly. We'll post a link here when it is operational.