A Virtual Tax Office at Your Fingertips
No matter where in the U.S. you live, we have a virtual tax office to meet your tax prep and planning needs.
You’ll enjoy access to a CPA. Plus, our tax planners will provide you with a Tax-Smart 2nd Opinion. Executing this tax-planning solution helps to:
- Create tax-free income in retirement
- Manage risks
- Protect a portion of assets from market loss and minimize taxation
You’ll enjoy all of the services we provide in our brick and mortar locations.
- Process 1040 tax returns
- Offer advanced tax planning services
- Provide specialized tax consulting services, like:
- IC-DISC work
- R&D credits
- Sales and Use Tax Services
- And more
To get started, find a time on the calendar and we’ll take it from there.