WDI Tax Service (Individual)
$250.00 / year
Complete tax advisory, preparation, and filing service for individuals and sole proprietors. Our solutions specialist handles everything – from gathering your financials to filing your returns. Unlimited federal, state, and municipal returns with no startup costs or contracts. We do the work, you get peace of mind.
Let our solutions specialists handle your tax advisory, preparation, & filing. Most tax services will only upload your informationa and file it we are going to find and advise you on your options, prepare a plan and your return, then file the returns. Let WDI take this off your plate this year and put the savings back into your business with peace of mind.
Package Includes:
- Complete tax preparation and filing (2013-2024 tax years)
- Unlimited state, federal, and municipal returns
- All major returns supported (1040, 1041, 1065, 1120, 1120S, 990, & 709)
- Secure IRS transcript access
- Intuit Link client portal with K-1 delivery
- QuickBooks Online Accountant integration
- Intuit Tax Advisor (2024)
- Unlimited extensions and amendments
- Multi-state filing capability
- Professional data conversion and onboarding
- One-year access to all features
**No startup costs, long-term contracts, or hidden fees**
Your dedicated solutions specialist will:
1. Gather your financial documents
2. Import and process your data
3. Conduct tax advisory session
4. Prepare your returns
5. Handle all filing requirements
*CPA & Legal review can be do by request for an additional fee.
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