Tax Preparation Process
- You Provide Contact Info and Tax Documents
- Please submit your contact information using the contact us page.
- We will reply to you promptly.
- Gather your tax documents and reference the Tax Preparation Checklist.
- Email or mail your documents to us.
- We Perform Document Intake
- Once documents are received, we will contact you to perform a document intake and to request any missing information.
- You Supply Additional Information
- Once you gather the information requested, simply provide us with that information.
- Should questions arise, please call or email us at anytime and we will be happy to answer your questions.
- We Prepare Your Return and Provide You With A Completed Copy
- We will prepare your tax return.
- We will securely send a copy of your tax return to you for your review.
- We will send your Tax Prep Invoice at this time.
- We E-File
- After paying your invoice and confirming the information in your tax return is accurate, you will authorize us to electronically file the tax return on your behalf.
- If you opt for paper filing, we will send a paper copy of your tax return to you for you to sign and mail. We will include pre-addressed federal and state mailing envelopes for you.
WMF Strategic Planning
Matt Wheeler
144 Spring Drive
Roswell, GA 30075
Email: WMFstrategy@pm.me
Phone: 770-910-7055
Please contact us with any and all questions you have. We look forward to serving you!