Tax Services
Personal Tax Prep
Click below to get our Tax Prep Checklist. This list shows you all the documents you might need for your taxes. The papers you will need depend on your individual situation.
Once you have everything ready, send it over to us and we’ll handle the rest!
Tax Prep Checklist
Click below to see our pricing structure for tax preparation services. Unlike traditional flat-rate fees, our pricing is form-based, meaning the final cost depends on the specific forms required to complete your tax return. This means you pay only for what applies to your situation. We prioritize transparency and fairness to deliver quality service at competitive prices.
Tax Prep Fee List
Amendments
If you need to request an amendment, Email Us: info@wealthwellnesstaxsolutions.com. In your message, include a note specifying that you need an amendment and briefly explain the reason. We’ll reach out promptly to guide you through the next steps.
Referral Incentives
Who doesn’t like free money?!
We offer referral incentives for all of our clients who bring us a referral client or clients. You will have the option to choose between a gift card or discount on your own return. This incentive only applies if the referred client files with us.
Additional Services!
Individual Tax Preparation.
Small Business Tax Preparation.
Tax Advising, Planning and Strategy.
DIY Resources.
E-signature and E-filing Capabilities.
Direct Deposit!
Completely Virtual Process!
And More…….