What to expect?

Before your tax interview, organize your important documents using the checklist below and research deductions and credits that may apply to you. Documentation will vary based on your situation.

We know that taxes can be challenging and stressful. We strive to put the fun back into tax preparation. When you choose Wise Multi-Services, not only will you have a great wealth of tax knowledge, but our tax experts will treat you like the valuable customer that you are. Comfortable waiting areas and entertainment await you, and Wise Multi-Services staff are kid-friendly and offer a variety of refreshments.

We are open during tax season in order to assist with your tax needs. Call to schedule your appointment i to have your taxes completed with us. Don’t wait, beat the rush. Simply contact us by phone or online.  A representative will contact you within 24hours of receiving your message.

What to Bring?

What to bring?

• Name
• Social Security Card/ITIN/ATIN
• Last Year’s Tax Return
• Valid Driver’s License

INCOME AND TAX INFORMATION: 

• W-2’s 
• Interest (1099-INT or substitute)
• Dividend Slips (1099-DIV or substitute)
• Stock Sales (1099-B or Broker Statement)
• Self-Employment Income and Expenses
• Sale of a Personal Residence
• Rental Income and Expenses
• Sale of any Business Assets
• Gambling or Lottery Winnings (W-2G for some winnings)
• State Income Tax Refund (1099-G)
• Pension Income (1099-R)
• Estimated Taxes Paid
• Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
• IRA or 401(k) Distribution (1099-R)
• Non-employee compensation (1099-NEC)
• Unemployment Compensation (1099-G)
• Miscellaneous Income (1099-MISC)

DEDUCTIONS/ADJUSTMENTS: 

• Medical Expenses
• Real Estate or Personal Property Taxes
• Mortgage Interest
• Charitable Contributions (cash and non-cash)
• Employee Business Expenses
• Gambling Losses
• Moving Expenses
• Traditional IRA Contributions
• Higher Education Expenses
• Educator Expenses
• Student Loan Interest

TAX CREDITS: 

Retirement Savings Contributions Credit 

Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)

Adoption Expenses

What’s Next?

Whether you may owe or are expecting a refund, your tax preparer will inform you of your next steps. Safeguard a copy of your tax return (your tax preparer will provide this to you), along with your other important paperwork, in case you need to file an amendment or reference it in the future. Other paperwork, such as documentation regarding the sale of your home or stock transactions, should also be kept.

We are here for you – before, during, and after you have completed your taxes with us. We will stand behind and guide you through your audit case, assist in amendments to your return, and answer any and all questions about the Affordable Care Act.

Keep in mind that the sooner you file, the sooner you will receive your refund. For the status of your refund, check out the “Where’s My Refund” tool on the IRS website. This tool will give you the most up-to-date refund information and is updated every 24 hours. You may access this tool 24 hours after the IRS accepts your e-filed return or 4 weeks after mailing a paper return. 

Tax Return Preparation

Tax Audit Representation

Strategic Tax Planning

Business Consulting