WHEN IT COMES TO PREPARING YOUR TAX RETURNS USING
OUR SERVICES, YOU HAVE OPTIONS
1. Schedule your appointment:
phone call: 513-293-2877
e-mail: lina@thewealthwiz.com
use the Appointments section of our website www.thewealthwiz.com
2. Come to our Office:
6400 CHRISTIE AVE
EMERYVILLE, CA 94608
3. Exchange Information Online
Through our secure Client Portal, you can exchange documents and notes electronically with your tax professional. You will receive a delivery confirmation e-mail upon reception.
4. We Will Come to You
If you need help with your tax preparation, but you cannot come to us, get in touch and we will arrange a visit to your home. There could be an additional charge for this service.
Call, e-mail, go to Appointments, or to Ask a Question