At Wealth Wellness Tax Solutions, we understand the importance of completing returns promptly and accurately. We work diligently on a first-come, first-served basis, with processing times varying based on the volume of returns. Rest assured, we maintain transparent communication throughout the entire process, keeping you informed of your return's progress and estimated completion time.

We operate entirely virtually and do not offer in-person appointments. However, we understand that some circumstances may require a more personalized approach. If you would like to schedule a virtual appointment, please reach out to us via email, and we’ll be happy to discuss options that best suit your needs.

The most effective way to reach us is through email or your secure client portal. All communications via email and portal messages are kept confidential and secure. We respond promptly during normal business hours to ensure timely and reliable support.

For a detailed breakdown of our fees, please refer to the Tax Services tab on our website. Under Personal Tax Prep, you’ll find a clickable link to our tax form fee structure along with an explanation of how our fees are calculated. This information provides transparency on what you can expect based on the forms and services required for your return.

For electronically filed returns, refunds typically take 6–8 weeks to process. However, actual timing may vary depending on when the IRS processes your return, so it may be faster or slower than this estimate. To check the status of your refund, visit IRS.gov, select "Refunds" at the top of the page, and click "Check Your Refund" for the latest updates.

Yes, we offer tax planning services to all of our clients if requested, to help you make informed decisions that could reduce your tax burden and optimize your financial situation in future years. Please reach out to us for more details on how we can assist with proactive tax strategies.

Our support doesn’t end with tax season. We’re available year-round to assist with any questions, IRS correspondence, or tax-related matters that may arise outside the traditional filing period. We’ll also keep you up to date with IRS changes, office promotions, and news to ensure you’re always informed and prepared.

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Thanksgiving Day & Day After Thanksgiving

Christmas Eve & Christmas Day

Step 1: Complete your intake form

Step 2: Create an account in our client portal to securely upload your documents.

Step 3: Once you’ve completed the above steps, a member of our team will review your documents and reach out with ant clarifications if necessary.

Step 4: Please follow along in your client portal account to view once we have begun your return from start to finish!

Step 5: Your return will be sent to you for review, signatures and payment (if applicable).

Step 6: Your return will be transmitted to the IRS.

Step 7: You will be sent a final copy of your return.