File Your Taxes with
Expert Help from Wise
Expert Professional Tax Preparation Service
Tax Season begins Jan 1, 2025 .
Let’s get ready for your
upcoming appointment
Collect your personal info
You’ll need the following for you, your spouse, and any dependents:
Date of birth, drivers license, SSN or tax ID, and financial account info to receive a refund or pay a balance.
Gather your docs
Gather your documents and bring them to our office to meet with a tax expert. Also, answer questions from our experts so they can formulate the best refund outcome based on your tax situation.
Experts File your Taxes
Answer questions from our experts so they can formulate the best refund outcome based on your situation.
Everything you need to file with confidence
Let a local tax expert do your taxes for you, start to finish
Important Details about Filing Simple Form 1040 Returns
If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest).
Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): (Contact Wise to calculate my return)
- W-2 income
- Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
- IRS standard deduction
- Earned Income Tax Credit (EITC)
- Child Tax Credit (CTC)
- Student loan interest deduction
- Taxable qualified retirement plan distributions
Examples of situations not included in a simple Form 1040 return:
- Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
- Unemployment income reported on a 1099-G
- Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
- Stock sales (including crypto investments)
- Income from rental property or property sales
- Credits, deductions and income reported on other forms or schedules
Visit irs.gov for more information. West Palm Beach Tax Preparation.
Accurate Returns
100% accurate calculations, audit support, and your max refund. All backed for the full 7-year life of your tax return.
Your best tax outcome
Whether you file yourself or get expert help, you’ll get your maximum refund guaranteed, or your money back.
Taxes done right
Wise Multi-Services calculations are 100% accurate so your taxes will be done right, guaranteed, or we'll pay you any IRS penalties.
Get In Touch With An Expert
Experts respond within a few hours of receiving your communication.