Beneficial Ownership Information Reports (BOIR) are due on or before January 1, 2025. Contact us with any questions.

Tax+Plus

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Tax+Plus: Making tax prep and planning less taxing

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 offer an efficient 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.

Holistic

We look to minimize your Total Tax Burden - income tax, payroll tax, property tax and estate & gift tax.

Our Tax+Plus services include:

Tax+Plus

Starting at $595 per month


  • Preparation of business, family and trust tax returns
  • Quarterly transaction review
  • Mid-year tax strategy meeting
  • Year end tax check-up
  • Tax notice and audit defense

Tax+Plus Elite

Starting at $995 per month

Includes: Tax+Plus and:

  • Monthly performance report
  • Quarterly meeting to discuss financial performance
  • Customized Key Performance Indicators reporting