Your
Taxes
Handled With
Care
Federal and state returns, self employed filings and extensions. We handle the complexity so you can focus on what matters.
Complete Tax Solutions
Federal &
State Returns
Complete personal income tax returns with federal and state filings. We ensure accuracy and maximize your position.
Self Employed
& 1099
Specialized filings for freelancers, contractors, and business owners managing complex income and deductions.
Corporations
C Corps and S Corps with complex structures, distributions, and strategic tax planning for maximum efficiency.
Partnerships
Multi member entities with allocation strategies, K-1 distributions, and comprehensive partnership accounting.
Tax Extensions
Proper filing of extensions when you need more time. No penalties, just breathing room.
What You Get
Refund Advance
Need cash now? Apply for a refund advance on your expected tax refund between January 1st and March 15th.
Vacation Incentives
Exclusive travel rewards including resorts, hotels, and cruises with every filing.
Paid Referrals
Share WealthCrest with friends and earn $50 for each filed return.
Our Process
Register for Your
Secure Portal
Click the link to create your secure account. This is where everything lives: messages, documents, invoices, and your return status.
- ✓ Secure messaging
- ✓ Document upload and storage
- ✓ Real time filing updates
Complete the Tax
Organizer
Answer guided questions so we can confirm filing status, dependents, credits, and life changes.
- ✓ Filing status and dependents
- ✓ All income sources
- ✓ Eligible credits and life changes
Upload Your Tax
Documents
Upload your W-2s, 1099s, ID, last year’s return, and any documents requested.
- ✓ W-2s and 1099s
- ✓ Photo ID and prior year return
- ✓ Deduction or credit documents
Schedule a Consult
if Needed
If your situation is more complex, we may recommend a quick consult. If not, we keep it moving.
We Review, Prep,
and File
We verify details, complete due diligence, and prepare your return. You review and authorize, then we e-file.
- ✓ Review prepared return
- ✓ Ask questions
- ✓ Authorize e-filing
Ready to Take Control?
Book your free consultation today and see why WealthCrest Financial is trusted by hundreds of clients.
