Tax Preparation and Filing
Individual, self-employed, and 1099 returns, multi-state filing, and prior years.
YOUR TAXES FILED RIGHT.
Your next move Made clear.
WealthCrest Financial helps individuals and business owners file accurate tax returns and resolve IRS issues the right way. No shortcuts. No guesswork. Just a clear plan and someone who actually explains it to you.
Authorized IRS e-file Provider and IRS AFSP participant.Serving clients nationwide, virtually or in person.
WEALTHCREST FINANCIAL
Your taxes, handled by an advisor who actually explains them.
Most clients come in for one return and stay because it helps to have someone who sees the whole picture. Start wherever you are.
See tax services
IRS Notice and Amendments
Get help understanding an IRS notice or fixing an already-filed return.
Business Tax Return
Sole proprietors, partnerships, S corps and C corps. Filed accurately and on time.
Looking for our other financial services? Visit the financial services page.
Four steps
From sign up to an accepted return.
Create your
portal account
Sign up and complete your intake. It covers your filing status, dependents, income and anything that changed this year.
Sign upUpload your
documents
Upload everything through the secure portal. Use the checklist to gather the documents you need.
We prepare
your return
We check every credit and deduction you qualify for and reach out through the portal if we need anything else.
Review, sign
and file
We walk you through your return, you sign electronically, and we let you know when the IRS accepts it.
Not sure what to upload? We will tell you.
Missing paperwork can slow down a tax return. Build your personal checklist in under a minute.
“Financial transformation isn’t about being perfect with money. It’s about being intentional.”
The person who tells you the truth, then helps you fix it.
With 7+ years in tax strategy and financial building and more than 1,500 clients served, Denise O’Neal is more than a tax preparer.
Whether you’re catching up on old returns, untangling an IRS notice, or rebuilding from the ground up, Denise explains what’s happening with your money and what to do next. Her mission is to guide you from confusion to clarity, one return at a time.
- No jargon, no hidden fees. Just honest guidance.
- A plan that fits your life, not a template.
- Clear next steps, and why each one matters.
- Tax season ends. We’re here all year.
What clients say
after working with Denise.
Know your numbers before we start.
Get a prep fee estimate in under a minute, take a rough look at your 2026 federal tax, or get quick answers about refunds, payments and IRS tools.
WealthCrest Tax HelpAnswers common questions instantly
These figures are estimates for planning only and are not tax advice. Your final prep fee depends on the forms and documents you bring. Tax estimates exclude credits such as EITC, education and premium credits, and do not account for every situation. Your final fee is set after we review your intake and documents.
Questions we hear
all the time.
Don’t see yours? Book a free consultation and ask Denise directly.
Can I file with you if I don’t live in Texas?
Yes. WealthCrest serves clients nationwide through its online portal.
Why is my refund smaller than last year?
Changes in income, withholding, credits, or dependents can affect your refund. Denise can help you compare both returns.
When can I start, and when is the deadline?
You can start gathering documents and completing your intake now. Check current IRS filing deadlines for your return.
I got a letter from the IRS. What should I do?
Keep the full notice and check the response date. WealthCrest can help you review it.
Do you handle self-employed and business returns?
Yes. WealthCrest prepares returns for self-employed filers and businesses. See tax services.
I owe the IRS and can’t pay it all. What are my options?
See the IRS payment options or book a consultation to discuss your situation.
I haven’t filed in a few years. Can you help?
Yes. Bring any prior-year tax documents and IRS notices you have, and WealthCrest can help you catch up.
What is an IP PIN, and do I need one?
An IP PIN helps prevent someone else from filing a federal return using your identity. See IRS guidance.
What does it cost?
Use the prep fee estimator above for a starting price. Your final fee depends on the forms and documents your return requires.
I made a mistake on a return I already filed. Can it be fixed?
WealthCrest can review your filed return and help you determine whether an amendment is appropriate.
How long will my refund take?
Processing times vary. The IRS refund tracker shows the status of your federal refund.
How do you protect my personal information?
Upload your tax documents through the client portal. Open the client portal.
How do I check my refund status?
Use Where’s My Refund? for your federal refund. Check your state revenue agency for a state refund.
Do I need a consultation before I file?
You can start your intake in the portal. Book a consultation if you’d like to talk through your situation first.
Ready to
stop guessing?
Whether it is this year’s return, a few years you need to catch up on, or a letter from the IRS, your next step starts with one conversation.
