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
Core Tax Preparation
Individual & Business Tax Filing
We prepare accurate and IRS-compliant returns for employees, gig workers, small business owners, and rental property investors.
Includes: W-2s, 1099s, Schedule C, rental income, dependents, and self-employment deductions.
Tax Amendments
Fix What Was Missed or Filed Wrong
Already filed but noticed an error? Whether we filed it or not, we can help you amend it.
Perfect for: Missed credits, updated income, forgotten dependents, or IRS notices.
Tax Extension Filing
Need more time to file? We’ll handle your federal and state tax extension forms to give you extra breathing room — without risking penalties for missing deadlines.
Includes:
• Filing of IRS Form 4868 (individual) or 7004 (business)
• State extension filing (if applicable)
• Confirmation of acceptance
• Follow-up checklist to stay on track
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.
Business Entity Filing
(S & C Corporations)
From Form 1120-S to 1120, we handle complex corporate filings with accuracy and insight. That includes owner K-1s, corporate income reporting, reasonable compensation review, and compliance with IRS standards.
Recommended for corporations that want expert-level filing, audit-readiness, and real tax strategy built in.
Partnership Returns
We handle partnership returns with care and compliance — making sure every partner gets a clear K-1 and your business meets IRS reporting requirements.
Includes: Profit reporting, deduction tracking, and Schedule K-1s.
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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