Personal Income Tax

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Enhance your tax experience

Taxes don’t have to be daunting. We make the tax process easy and smooth. You can expect:

  • A modern process from start to finish—Our advanced platform supports a completely digital process from tax document upload to signature and filing.
  • Customized support—We put in the time to understand your personal tax situation to make sure you get the refund you deserve or minimize your tax burden as much as possible.
  • Service all year—We are here to support you with tax advice throughout the year…not just at tax time. You can count on us for strategic advice that leads to smart tax decisions all year long.

Personal Income Tax Services

Basic

Includes:

  • Tax preparation for all Federal & State(s) forms including electronic filing
  • Secure electronic access to client records
  • Email response time of 72 hours or less
  • Phone consultation: up to 30 minutes per year
  • Audit protection plan (optional add-on w/additional fee)

**Audit protection services

Standard

Includes Basic plus:

  • Estimate & payment reminders
  • Annual tax plan
  • Email response time of 48 hours or less
  • Phone consultation: up to 2 hours per year
  • Audit protection plan

Complete

Includes Standard plus:

  • Annual tax strategy meeting
  • Email response time of 24 hours or less
  • Phone consultation: up to 4 hours per year

Our audit protection plans provide affordable audit protection and identity theft service.

Harbor LLC will support you if the IRS audits your tax return. We will represent you in exams concerning tax returns and/or tax forms prepared by our firm, to the extent we are allowed by our professional designations. This includes correspondence from the IRS and state taxing agencies.

You will remain responsible for any additional tax, penalties, and/or interest that may be assessed by taxing authorities.