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TAX PREPARATION SERVICES
Tax Preparation Services
@
Wealth Wise Financial
At Wealth Wise Financial & Tax Advisory we care for our client’s financial well being, including annual tax preparation.
Our firm has 20 years of tax preparation experience, and our preparers are veterans in the tax business. We deliver a personalized experience for your annual tax preparation with an unparalleled level of service. We pride ourselves on building long-lasting relationships that come from servicing our clients year after year.
Choose Wealth Wise Financial for a seamless and professional tax preparation experience, where your financial well-being is our highest priority.
Expertise You Can Rely On
Transparent Pricing Structure
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We prioritize clear, upfront pricing, allowing you to fully understand the costs without any hidden fees
Audit Support
We Have Your Back
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If the IRS audits a return that we prepared we will provide you with the audit assistance you need.
Document Submission
Convenient Options
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In-Person Drop Off: Visit out offices for a direct and personalized experience.
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Contactless Drop-Off: Utilize our secure contactless option for convenience and safety.
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Virtual Drop-Off: Submit your documents online to our secure portal seamlessly from the comfort of your own home.
Tax Preparation & Planning
Comprehensive
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We spend time to review your return with you, ensuring you leave our office with an understanding of not only how much in taxes you’re paying, but why.
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Our team provides comprehensive tax preparation and planning services to ensure that you are compliant with federal and state tax laws while minimizing your tax liability.
Individual Income Tax Return
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Federal and One State Tax Return
Includes Schedules A, B, C, D
& Schedules 1, 2 ,3.
$50 For Each Additional State
$150 For A Schedule E
$150 FBAR Filing
Trust Returns Please Call For A Quote
