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The Wealth Wiz LLC

TAX PREPRATION
AUDIT REPRESENTATION
FINANCIAL PLANNING
Sun
Closed
Mon
11:00 AM - 5:00 PM
Tue
11:00 AM - 5:00 PM
Wed
11:00 AM - 5:00 PM
Thu
11:00 AM - 5:00 PM
Fri
11:00 AM - 5:00 PM
Sat
11:00 AM - 5:00 PM

Open today until 5:00 PM

Our Services

Initial Interview - tax situation and tax documents
Tax Preparation current year
Tax Preparation current year - followup appointment
Tax preparation prior year- initial appointment
Tax Preparation prior year - followup appointment
Amended tax return
FOR PRIOR CLIENTS THE AMENDED RETURN WILL START FROM $200 FOR CHANGES IN ONE FORM; $240 FOR CHANGES IN TWO FORMS; $270 FOR THREE OR MORE FORMS CHANGED; FOR NEW CLIENTS AMENDMENT STARTS FROM $250 FOR CHANGES IN ONE FORM; $270 FOR CHANGES IN 2 FORMS, $300 FOR THREE OR MORE FORMS CHANGED.
Audit support - review letter from the IRS or the state(s)
BUSINESS ENTITIES CURRENT YEAR
C- corporation 1120, S - corporation1120S, Partnership 1065, Estate and Trust 1041; Estate tax 706; Gift Tax 709; Non for profit 990
BUSINESS ENTITIES PRIOR YEAR
BUSINESS ENTITIES AMENDED TAX RETURN
FIDUCIARY TAX RETURN 1041
ESTATE TAX RETURN 706
NON FOR PROFIT 990
FINANCIAL PLANNING
Retirement options: IRA, SEP, SIMPLE, ANNUITIES, ETC. Life insurance: Indexed Universal, Term Life, Long Term Care Options, etc. Education savings options: 529 plan, Life Insurance with tax free education funding; Will and Trust setup
Pre-qualification for filing OIC ( Offer in Compromise)
Preparing and Filing an Application for Offer in Compromise min 5 hours
Application for considerable reduction of tax balance due on prior years tax returns with the IRS and the State, based on current financial situation. Time for the preparation of the Application for filing is 5 hours.
NEGOTIATING THE OIC WITH THE IRS AND THE STATE min 25 hours
THE LENGTH OF PROCESSING THE OFFER IN COMPROMISE VARIES FROM 8-14 MONTHS. THE COMMUNICATION AND EXCHANGE OF INFORMATION DURING THAT TIME WITH THE IRS AND THE STATE IS VERY VINTENSIVE. THESE SERVICES REQUIRES MINIMUM 25 HOURS WITH A CHARGE $140/HOUR
APPEAL OF REJECTED OIC min 10 hours
Once a rejection letter is issued for the OIC, the negotiation can be renewed by filing an appeal with arguments and data supporting the initial claim for reducing the tax debt. This requires minimum of 10 hours.
Final Negotiation of The OIC and closing the case min 10 hours
This usually takes from 30-60 days. Minimum number of hours 10

Our Staff

L
Lina Baharova