Who We Serve
We deliberately serve a niche clientele so we can keep our
processes streamlined and cost-efficient, without compromising service.
Unsure what these terms mean? Don't fear! Check out our blog post here.
Services and Pricing
Thoughtfully designed to aid in your financial journey.
Description of Services
Preparation or Amendment
of Tax Returns
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Our tax preparation and amendment service will help you navigate the complexities of filing taxes. We provide comprehensive tax preparation services for federal, state, and local taxes, making sure you get the most out of your return. Our team of experienced tax professionals will work with you to accurately and efficiently prepare your taxes to maximize your tax savings.
Withholding (W4) Assistance
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Our Withholding Assistance service provides you with the peace of mind that your taxes are under control. Our expert team will review your year-to-date withholding or tax payment plan to make sure you are paying the optimal amount of tax so you don't end up with a surprise payment when you file next year.
Vivify
Tax Scorecard
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Our proprietary Tax Scorecard, developed exclusively by Vivify, ensures you're leveraging every possible tax credit, deduction, and strategy tailored to your unique circumstances. It’s more than just a review – it’s a comprehensive checkup to uncover "what more" you could be doing to reduce your tax liability and align tax planning with your broader financial goals.
Contact
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