Tax Planning & Preparation

Tax Planning & Preparation

We have the right set of tools and expertise to help guide you through the virtual tax filing process. You can command your paper receipts to go on vacation, as online tax preparation solutions have provided a new level of convenience.

We guide you through deductions and strategies that will 1) minimize your tax burden, and 2) maximize your chance of a refund.

Tax support tailored for you
Let our team be your tax expert so you don’t have to be. Our expert CPAs prepare, review and file your tax returns to keep you compliant and help you get the best refund.

Crypto experts
We leverage latest technologies to calculate your crypto taxes so that there’s seamless integration from 50+ exchanges to your tax returns for accurate and reliable tax filings.

Leveraging technology
Our filing process provides a seamless digital experience from gathering your tax documents to filing your return electronically.

Year-round availability
We’re here all year to help you make the best tax decisions. Schedule a one-on-one conversation via phone, video call or in person.