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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.

Individual Income Tax Return

$ 249

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Federal and State Tax Return
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Includes Schedules A, B, C & D   
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Includes Schedules 1, 2 & 3  
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$50 For Each Additional State

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$150 Per Schedule E

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$150 FBAR Filing

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Trust Returns Please Call For A Quote

Expertise You Can Rely On

  • We prioritize clear, upfront pricing, allowing you to fully understand the costs without any hidden fees

Transparent Pricing Structure

Audit Support

  • If the IRS audits a return that we prepared we will provide you with the audit assistance you need.

We Have Your Back

Document Submission

  • In-Person Drop Off: Visit out offices for a direct and personalized experience.

  • Contactless Drop-Off: Utilize our secure contactless option for convenience and safety.

  • Virtual Drop-Off: Submit your documents online to our secure portal seamlessly from the comfort of your own home.

Convenient Options

Tax Preparation & Planning

  • 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.

  • 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.

Comprehensive

IN THE BUSINESS OF PUTTING YOU FIRST

Contact us

What We're
Known For

We help our clients live a life beyond what they thought possible.

We'll help you to:

Discover

Focus more on memories than money

Advance Planning:

Truly experience the life you want most

Maximize life while minimizing stress

Maximize life while minimizing stress

Get In Touch Today

Let us help you build a life strategy that minimizes stress and maximizes happiness.

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