FILE WITH iWEALTH TAX CENTER FROM THE COMFORT OF YOUR HOME

FILE YOURSELF ANY TIME ONLINE OR ANYWHERE

iWealth Tax Center provides unparalleled personalized tax services to a broad range of clients across the world. As your AFSP certified tax professionals, we are here to ensure that all your tax preparation needs are met accurately and as quickly as possible. We take pride in our ability to provide our clients with up-to-date knowledge on important IRS updates and changes. We are ready and able to serve as your tax professionals and help guide you down the path to success.

OUR TAX PREPARATION SERVICES

We offer a full range of tax preparation services to ensure a hassle-free tax season. We assist with tax planning to better manage your taxes.

OUR SERVICES INCLUDE:

✔️TAX RETURNS

✔️BUSINESS RETURNS

✔️SELF-EMPLOYMENT RETURNS

✔️ORGANIZING FINANCIAL ✔️REPORTS

✔️PAYROLL SERVICES

✔️And Much MUCH More!

STEP 1:

SCHEDULE ONLINE WITH A TAX PRO

STEP 2:

FILL OUT THE CLIENT INTAKE FORM

STEP 3:

DOWNLOAD ZOOM MEETING APP

STEP 4:

MEET WITH AN EXPERIENCED TAX PRO

SELECT “INDIVIDUAL W2” OR “INDIVIDUAL BUSINESS” TO SCHEDULE YOUR ONLINE APPOINTMENT.

WITHIN 24 HOURS OF YOUR SCHEDULED APPOINTMENT, YOU WILL RECEIVE AN EMAIL/TEXT WITH THE FORM

DOWNLOAD ZOOM IN THE APP STORE AND BE READY 5 MINUTES BEFORE YOUR SCHEDULE APPOINTMENT

DURING THE SCHEDULED APPOINTMENT, YOU WILL RECEIVE A FREE ESTIMATE OUR TAX SERVICES.

FAQS

How can I file my taxes with ?

Filing your taxes with is easy and convenient. Simply visit our website and create an account if you haven't already. From there, you can access our user-friendly online platform, where you'll be guided through the tax filing process step by step. Our platform is designed to make it as straightforward as possible, and if you ever have questions or need assistance, our expert team is just a message or a phone call away. We're here to support you throughout the entire process.

When is the filing deadline?

For most individuals, the tax filing deadline is April 15th. However, this date can vary, so it's important to double-check each year.

What documents do I need to prepare my taxes?

You will typically need documents such as W-2 forms, 1099 forms, investment income statements, mortgage interest statements, and records of any deductible expenses.

What are the benefits of using a professional tax preparer?

Professional tax preparers can help you maximize deductions, navigate complex tax laws, and ensure accurate and timely filing, potentially saving you time and money in the long run.

Can you help me if I need an extension to file my taxes?

Absolutely. We offer hassle-free tax extension services to ensure you meet IRS deadlines. We handle all the necessary paperwork and submit your extension request, giving you extra time to prepare your tax return accurately and avoid penalties.

Can I e-file my taxes through your website?

Yes, we offer e-filing services to make the tax filing process convenient and efficient for our clients.

What should I do if I can't pay my taxes in full by the deadline?

If you can't pay your taxes in full by the deadline, you should still file your return on time and pay as much as you can to minimize penalties and interest. You may also consider setting up a payment plan with the IRS.

What tax credits and deductions am I eligible for?

Our tax professionals can help you identify tax credits and deductions you may be eligible for based on your individual circumstances, potentially reducing your tax liability.

How long does it take to receive my tax refund?

The time it takes to receive a tax refund can vary, but e-filing and choosing direct deposit can generally speed up the process, with most refunds issued within 21 days of filing.

What if I have income from multiple states?

If you have income from multiple states, you may need to file state tax returns for each state where you earned income. Our tax experts can assist you with filing multi-state returns.

What records should I keep for tax purposes?

It's important to keep records of income, expenses, and other tax-related documents for at least three years. These records may include receipts, bank statements, and previous tax returns.

What is the penalty for filing taxes late?

The penalty for filing taxes late is usually 5% of the unpaid taxes for each month or part of a month that a return is late, up to a maximum of 25%. If the return is more than 60 days late, the minimum penalty is $435 or 100% of the unpaid tax, whichever is less.

What happens after I submit my client intake form?

One of our tax professionals will review your information and call with 24 hours for a free estimate.

What if I have more than 1 year of tax returns to file?

Make sure to put that as a comment on the client intake form & that will be explained and addressed at the time of your appointment.

How do I Contact you about my free estimate?

What documents do I need to verify my Identity?

ID, Taxpayer Social Security Card, and Dependent Social Security Cards

What documents do I need to verify my filing status and address?

Utility Bill, Lease, Cable Bill.

What documents do I need to verify my dependents relationship?

Birth certificate, Adoption statements, Government statements.

What documents do I need to verify my dependents residency?

Medicals records, School Records, Shot Records, or Lease with dependents names.

What documents do I need to verify my income?

W2, 1099’s, 1099k, Bank Statements, Receipt Book, Summary of Income & expense, Records of Expenses, Financial Transactions, Reconstruction of Income & expense, and any other income documents.

What supporting documents do I need to verify my small business or self-employment business?

LLC, EIN, website, pictures of business, prior year tax returns, business license, client testimonials, business plan, professional licenses, contract & agreements, business registration

708-847-6687

ABOUT US

iWealth Tax Center is committed to empowering tax professionals. We offer comprehensive training, support, and resources to help you build a successful tax business. Let us guide you on your path to financial independence

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