How our tax preparation service works

our process

1. We get to know you

First, we have you fill out a quick survey to get to know your business and tax needs. Following the survey, we have a strategy session to determine what plan works best for you.

2. Collect your documents

We show you how our tax and bookkeeping onboarding process works, and we gather all the necessary tax documents remotely using your smartphone.

3. Get your books in order

We help guide you through importing your business transactions and categorizing your books in preparation for your taxes; this is a personalized one-on-one session with one of our experts.

4. Submit your return

We review your return and submit to the IRS with confidence, knowing you took advantage of all the write-offs you qualify for catered to your unique industry.

See what tax preparation without the stress looks like ➞

Wilson’s Experts tax preparation service

We've got your back

Full transparency and tax support

Tired of filing on your own? Looking for a new tax preparer? Either way, Wilson’s Experts are here for you. We believe in complete transparency with our tax process. No more with the ambiguity of how much you’re getting charged. We offer free quotes, offer fast tax filing, and stand behind our tax preparation service.

Nothing to worry about with experts on your side

Are you a last-minute entrepreneur who needs order and structure in your life? Wilson's Experts have licensed experts ready to get you tax-ready in no time. If you're concerned with deadlines, we can help you get prepped for the April 15th deadline.

Get caught up with your bookkeeping (minus the stress)

If you primarily depend on your bank statements and usually wait until tax season to go through your financials, you may feel a bit overwhelmed. We specialize in helping entrepreneurs and small business owners with getting their books in order just in time for tax season.

Learn more about Wilson’s bookkeeping service ➞

Why small business owners choose Wilson's Experts

We offer a much-needed clarity of understanding the health of your business throughout the year, not just tax season

We provide excellent categorization for all business and personal transactions which come standard

We are very responsive to messages or calls throughout the year, not just tax season

My experience with Cassie has been one of the most enjoyable experiences in my life. I started a small business not know anything about business taxes. Taxes in general brought me anxiety adding businesses taxes to the equation only amplified my anxiety. I came across Cassie's Business Page on Instagram. It was the greatest blessing I could ask for. She is patient, professional, knowledgeable, listens and answer any questions you may have. She and her husband (technical specialist) spent countless hours walking me through the process. This eye opening experience, I was taught how to use tools I took for granted. I was shown the power of apps such as quick books and shoebox. They've also prep me for the following year which will save time and money. I had the opportunity to be educated on business taxes while filling my taxes. Pure definition of paying it forward. I would recommend (already recommended) Cassie to anyone who wants a life changing experience with something we are all responsible for. Paying taxes. She will guide you in the right direction with her experience, patience and tax knowledge. I'm looking forward to working with you for years to come!

Stacy Woodley, Facebook