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Tax

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

Tax support tailored to your needs

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Tax season doesn’t have to be stressful when you work with our team. Our filing process offers a seamless digital experience—from gathering your tax documents to filing your return electronically.

  • Personalized—Because every client is different, we examine appropriate deductions and consider your unique situation to help minimize your tax burden.
  • Convenient— From initial collection of tax documents to filing, we provide a seamless digital experience.
  • Year-round support—We are available throughout the year to help you make smart tax decisions and put a sound, strategic tax plan in place.

IRS Representation

We also provide expert IRS representation services because we understand that few things evoke more fear than receiving a notice from the IRS. We act as your representative in front of state and federal agencies to help resolve your issue in a timely manner with as little stress as possible. Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide you through your situation with ease and expertise.

Our 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