ABOUT US

WYZE Tax & Accounting Services Inc
Frequently Asked Questions

1. What types of tax returns do you prepare?

   • We prepare individual, business (S-Corp, C-Corp, partnerships), estate, trust, and nonprofit tax returns.

2. How do I get started with your tax preparation services?

   • Start by contacting us to schedule a consultation. We'll review your situation, discuss your needs, and provide a list of documents required to begin the process. Call 603-893-8854 or Email to Jared@wyze.us / Frank@wyze.us

3. What documents do I need to provide for tax preparation?

   • Common documents include W-2s, 1099s, prior year tax returns, business income and expenses, mortgage interest statements, charitable donation receipts, and any other relevant income/expense records.

4. How long does it take to complete my tax return?

   • Turnaround time depends on the complexity of your return and the availability of all your required documents. Typically, it can take anywhere from a few days to a couple of weeks.

5. How much do your tax preparation services cost?

   • Our fees vary based on the complexity of the return and the forms required. After an initial consultation, we can provide an estimate tailored to your specific needs.

6. Do you offer virtual tax preparation?

   • Yes, we offer virtual tax preparation through secure document portals, video calls, and electronic filing to accommodate remote clients. ZOOM, Dropbox, E-Signatures, etc..

7. Can you help with past-due tax returns?

   • Absolutely. We can assist with filing prior year returns, addressing IRS notices, and establishing payment arrangements if necessary.

8. Are your services confidential and secure?

   • Yes, we maintain strict confidentiality and use secure methods for document sharing and storage to ensure your information remains private and protected. All Physical files remain at our office, all electronic files remain on our privately-monitored server.

9. Do you offer tax planning services?

   • Yes, we provide tax planning services to help you minimize future tax liabilities, including strategies for individuals, businesses, and investments. Call in and we can help! 603-893-8854

10. What if I’m audited?

    • We offer hands-off audit support services and can guide you through the audit process, helping you respond to IRS inquiries and requests. We cannot speak to an IRS Agent on your behalf, We cannot pay any amounts owed by you to the IRS. We can provide documentation to you, as requested.

11. Can you help me file an extended return?

    • Yes, we can handle extension requests and ensure your extended return is filed accurately by the extended deadline. You will request that from us, we will not do this without your written consent.

12. What is the benefit of hiring a tax preparer instead of using software?

    • A professional tax preparer can offer personalized advice, identify deductions and credits you may miss, handle complex tax situations, and provide peace of mind with accurate and compliant filings. Looking into the future is not something we can all do, but with tax in mind we can help you plan for future tax spikes.

13. Do you offer consultations for new clients?

    • Yes, we offer consultations to discuss your tax needs and determine the best approach for your situation.

14. How can I pay for your tax preparation services?

    • We accept multiple payment methods, including credit/debit cards, and checks. 

15. Can you help with both federal and state returns?

    • Yes, we handle both federal and state returns, ensuring complete compliance across all relevant jurisdictions.

 

 

 

Do I need to provide my bank account information for tax preparation?

• ​Yes, providing your bank account information allows us to set up direct deposit for any tax refunds, ensuring faster and more secure receipt of your funds.

Is my bank information secure with you?

• Absolutely. We use secure, encrypted methods for collecting, storing, and transmitting your bank details to ensure your information is fully protected.

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Can I change my bank information after submitting my tax return?

• If your return has not yet been filed, you can update your bank information. If it’s already been submitted, you'll need to notify the IRS directly for any changes.

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What if I don't want to provide my bank account information?

• If you prefer not to share bank information, your tax refund can be issued via a paper check mailed to your address, although this process may take longer.

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Can my tax preparation fees be deducted from my tax refund?

•  No, we have no service that allows your tax preparation fees to be deducted directly from your tax refund before it is deposited into your bank account. You must pay WYZE Tax & Accounting separately from Federal or State taxes.