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
Tax Prep, Amendments & Extensions
Taxes don’t have to be overwhelming — and you don’t have to figure it out alone. Whether you need to file a new return, fix a mistake on a past one, or request more time, WealthCrest Financial is here to help.
We offer reliable tax preparation for individuals and businesses, amendment services to correct errors, and tax extension filing when life gets in the way. Our team walks you through exactly what’s needed, explains the process in plain language, and ensures your return is filed accurately and on time.
No stress. No guesswork. Just expert support from start to finish.
IRS Freeze & Compliance
We’ll Help You Get Unstuck
If your refund is delayed, your account is flagged, or the IRS sent a confusing letter, we step in to resolve it.
Includes: IRS follow-up letters, audit support, refund holds, and client representation.
Corporation & Partnership Tax Services
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.
Nonprofit Tax Filing
Stay Compliant and Protect Your Exempt Status
We help nonprofits file their Form 990s — whether you’re using the short form (990-EZ) or a full 990.
Includes: Documentation review and reminders for annual filing deadlines.
FAQS
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.
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