Integrated Tax Solutions
Tax preparation services, designed to integrate seamlessly with your overall financial strategy.
Great Waters Tax Preparation
Direct connection with the Tax Professional
We have partnered with a CPA firm that has the ability to offer both virtual and in-person meetings to complete your tax returns.
Accurate and Timely Filing
Once all necessary documents are collected you will be able to walk away from your tax prep meeting with a completed tax return and clear instruction of any next steps.
Year-Round Support
Our team is available throughout the year to answer tax-related questions and provide ongoing support.
What to Expect
From reservation to filing, we guide you through every step so you can complete your taxes with confidence and ease.
Reserve Your Spot
We have a limited amount of space for this year’s tax preparation service. Make sure to reach out to your Relationship Manager to reserve your spot as soon as possible.
Onboarding & Schedule A Meeting
Once all 2025 tax documents are available, you will receive a questionnaire to begin your tax prep process. Then you can schedule your meeting with a licensed tax professional to complete and file your return.
Gather Documents
Our team will help you determine all of the documents needed to complete your tax return.
Drafting & Filing Your Tax Return
At your scheduled meeting you will be able to sit down with a licensed CPA who will complete your return. You will walk away with a completed tax return and clear next steps whether it was in-person or virtual.
Tax Preparation Pricing
