What is it?

This service provides access to a high-quality preferred provider network of carefully selected and pre-screened CPAs who provide the Tax Services listed below for a fixed and discounted fee.

It is aimed at individuals who probably would not engage the type of tax advice they need to make important decisions related to employer provided benefits and other financial and tax related decisions.

Tax Services

  1. High-quality annual tax preparation from prescreened Certified Public Accountants (CPAs)
  2. Three different tax consultations for up to 30 minutes each with a CPA
  3. Advice about how to take advantage of employer’s tax-saving programs, such as retirement plans, flexible spending accounts and health savings account.
  4. Answers to numerous tax questions that many people struggle with