Expert Tax Services That Keep You Compliant and Maximize Your Refund

From personal returns to complex corporate filings, WealthCrest Financial has you covered year-round

Tax Services

Taxes do not have to be confusing and you do not have to do it alone. When you are ready to file your personal or small business return, WealthCrest Financial makes the process simple and stress free.

We handle accurate tax preparation for individuals and small business owners, explain exactly what documents you need, and guide you every step of the way so your return is completed correctly and on time.

No stress. No guesswork. Just expert tax preparation you can trust.

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We help corporations and partnerships file their business tax returns accurately and on time. Whether you're running an S-Corp, C-Corp, or multi-member LLC, our team will walk you through every step — from organizing your documents to submitting your return with confidence.

We understand the unique requirements for entity-based filings and make sure your business stays compliant, avoids penalties, and takes advantage of all eligible deductions. Whether you're just getting started or have been in business for years, we’ve got the expertise to support you.

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Tax Amendments
If something was missed or filed incorrectly, we can update your return the right way. We review the original filing, explain what needs to change, and submit the corrected return so your records stay accurate with the IRS.

Tax Extensions
Need a little more time because life got busy. We can request an official extension for you and help you stay on track with what happens next. An extension protects you from unnecessary penalties and gives you the breathing room you need to gather your documents.

IRS Freezes
If the IRS has stopped your refund because they need more information, do not panic. We help you understand the freeze, gather the right documents, and respond correctly so your refund can move forward.

We keep the process simple, direct, and fully supported from start to finish.
If you want, I can create website buttons or a mini checklist for each service.

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Frequently Asked Questions

Do you only offer virtual tax services?

Yes—we are 100% virtual! You can securely upload your documents using the TaxesToGo App, and all consultations are done by phone, google meet or Zoom. It's fast, convenient, and designed to fit your schedule—no office visit required.

Can you help if I’m self-employed or run a small business?

Absolutely. We specialize in small business tax prep, including Schedule C filings, mileage logs, home office deductions, and estimated tax planning. We’ll make sure you’re set up for success and tax savings.

Do you file taxes for corporations and partnerships?

Yes, we file:

Form 1120 for C-Corps

Form 1120S for S-Corps

Form 1065 for Partnerships
We also assist with shareholder K-1s, compensation planning, and multi-owner structures.

Do you provide tax services for nonprofits?

Yes! We work with 501(c)(3) and other nonprofit entities to prepare and file Form 990 accurately and on time. We also help with donation tracking and compliance.

How long does tax preparation take?

Turnaround time varies based on your situation:

Personal tax returns: typically 2–5 business days

Business or nonprofit returns: 5–10 business days
Rush services are available upon request.

Do you offer payment plans or upfront quotes?

Yes, we provide upfront pricing based on the type and complexity of your return. Flexible payment options are available, and we’ll always confirm your fee before filing.

Can I file even if I didn’t file last year?

Yes—and we highly recommend it. The IRS may hold your current-year refund until you’re caught up on past returns. We can file your current return and help you get compliant by submitting any missing years. Plus, we’ll check if you’re owed any refunds or tax credits from those past years.