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Our Tax & Financial Services

Customers can shop on-line for tax and financial services in a "store-like" environment. It's easy. After you buy a service, your order is prepared, tracked and delivered virtually and then stored in a secured client app.

Services Available Now

Tax Return
Tax Return
Bookkeeping / Accounting
Bookkeeping / Accounting

Coming Fall of 2019

Financial Planning
Financial Planning
Estate Planning
Estate Planning
Business Planning
Business Planning
Business Loans
Technology Advisory
Technology Advisory
Legal Documents
Legal Documents
VIP/Concierge
VIP/Concierge
Start a Company
Start a Company
Home Loans
Home Loans
Insurance Products
Insurance Products
App Tax Return
App Tax Return

Client App Features

  • Shop our E-Commerce Store

    • Customers can shop on-line for tax and financial services in a "store-like" environment. It's easy. After you buy a service, your order is prepared, tracked and delivered virtually and then stored in a secured client app.

  • Get VIP Treatment

    • VIP customer service is what we do best! Our concierge will help you with anything at anytime. Call a concierge 24/7 about our tax and financial services, our subscription plans or your subscription account.

  • Buy a Subscription

    • Buy one of our 3 subscription plans or customize your own. As a new subscriber you will receive discount pricing on service orders, VIP concierge services and loyalty reward points. With over 30,000 customers, we have a plan that fits all.

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