Forum Tax Planning

The Digital Experience

e-Questionnaire: Forget the long paper questionnaires, ours is quick and online
Submit your tax documents electronically
Review prepared taxes digitally
E-Sign your tax returns for filing
You can always give them to us the old-fashioned way as well!

Digital Document Retention

Safe & Secure online client account. Allows you to store your returns and supporting documents in a safe, secure environment

Return Types

Individuals: Individual in all situations
Married Couples: Filing jointly? Separately? Not sure? We'll help you figure it out
Self-Employed: Own a business, or paid as a contractor? We have your Schedule C needs covered
Trusts/Estates