Frequently Asked Questions

 

Everyone wants to do the right thing and pay their taxes, but the tax code is so darn confusing it is hard to know if you are underpaying or overpaying.

Let the professionals advise you instead.

Have Other Questions? Contact Us »

What is the difference between wise tax and other tax companies?

Wise tax educates you on any future benefits, prevents red flags with IRS, and help prepare for potential audits.

would i be able to get all my services online?

Absolutely! We can coordinate all our services virtually in matter of minutes! Contact us so we can set appointment with free consultation.

What do i need gather to get my taxes prepared?

  1. Personal Information (Social Security Numbers/Dates of Birth of self, spouse, children, dependents, or etc.)

  2. Source of Income Forms (Employed W-2, Unemployment 1099-G, Rental Incomes, Retirement Incomes, Savings, Investments, Losses, or etc.)

  3. Types of Deductions (Home Ownership, Charitable Donations, Childcare expense, Business Expense, or etc.)

Why are there a lot of events at the gardena, california location?

We are giving our space to local businesses, artists, performers, and musicians to have a platform to grow as individuals. We also will be providing finance classes in our conference room.

How long does wise tax keep tax information on file?

As long as the tax return was submitted through Wise Tax, we will keep it for 3 years. Everything else is deleted.

What are my refund & Payment options?

Your refund can be directly deposited to your bank (we highly recommend). The payment options are pay once we start filing taxes or pay once you are paid.

What is simple tax and how complex does taxes become?

Simple tax is having a few employers who give you a W-2 form. It becomes complex when you have other source of income such as rental property or a few businesses. Our rate start at $120 flat and plus.

what is the process of getting taxes filed if i have rental properties and multiple businesses?

We would request previous copies of tax returns to ensure we are getting the maximum tax deductions. We recommend the last two years and the first year doing taxes with us will take a little longer but it will become easy transition moving forward. We will also teach and provide resources to keep clean books or also provide book keeping services.

CAN you help we with legal tax problems?

Yes in conjunction with our sister company Law and Justice Legal Services we can represent you.