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Personal Income Tax

Offering a robust line of productsto meet your personal and business needs

Enhance your tax experience

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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 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.

Our Personal Income Tax Team

Tim Baker

Tim
Baker

Meet Tim
Lindsey Starrett

Lindsey
Starrett

Meet Lindsey
Brian Graham

Brian
Graham

Meet Brian
Morgan Zimbelman

Morgan
Zimbelman

Meet Morgan
Ashlyn Nordyke

Ashlyn
Nordyke

Meet Ashlyn
Nick Baker

Nick
Baker

Meet Nick
Daniel Rodrigues

Daniel
Rodrigues

Meet Daniel
Josh Stepanek

Josh
Stepanek

Meet Josh