Services — Taxes
Tax Services
Planning and preparation for individuals, business owners, professionals, and estates — handled by a team that stays in touch all year, not just at filing time.
The engagement
See Our Process
A clear process. A dedicated point of contact. No wondering what happens next.
Step 01
Secure Tax Intake
Upload your tax documents through our secure Karbon client portal. We also review your prior-year tax returns to understand your tax history before we begin.
Step 02
Clear, Upfront Quote
After reviewing your situation, we provide an estimate for preparing your tax returns. You'll know what working with us will cost before moving forward.
Step 03
A Dedicated Point of Contact
We assign a specific tax preparer to your engagement, giving you a consistent point of contact who understands your return and your situation.
Step 04
Preparation & Communication
We begin preparing your returns and proactively communicate with you throughout the process—including questions, missing information, and important updates.
Step 05
Advice When You Need It
Tax preparation doesn't have to be a black box. You can ask us questions about your taxes, request explanations, or discuss proactive tax-planning opportunities at any point.
Step 06
Review & E-Sign
Once your returns are complete, you'll receive them electronically for review and secure e-signature.
Step 07
File & Follow Through
After receiving your authorization, we electronically file your returns. If you'd like to discuss the results, recommendations, or questions about your taxes, we're available to meet with you.