new clients welcome
Time Saving Option
No time to wait? Use one of our convenient electronic drop-off option to have your taxes prepared while you go about your daily activities.
- Clients can drop-off documents electronically. If you have access to smart phone, or scanner, simply upload them to our secure servers.
- A Tax Advisor is notified the documents are uploaded automatically.
- Tax Advisor consults with the client via phone, email, chat or any video conferencing platform the client wishes to use, to answer any questions that may arise.
- Client signs and pays for their taxes electronically.
- Tax returns are typically filed in less than 24 hours from receiving all documents.
- Client receives a copy of their filed return in their Client X-change account.
To use our electronic drop off service click here to see how it works.
We now offer secure contactless drop-off service as the newest addition to our services. Located in the hall outside our office entrance there is a locked drop-off box; complete with security camera with motion sensor, and a doorbell to alert us there are documents to be retrieved.
Interested in Professional Tax Preparation but can’t get to an office?
Now you can get professional tax preparation and choose to use our courier service*. We have our own assigned driver, and will provide you a picture of the driver if needed. Courier will be able to collect signatures, take payment and return your documents to us securely.
*Courier service is in our local area, please call and check if you are within our service area. Small fee applies.
Our most popular service is Sit with Us. Due to COVID-19 we are temporarily discontinuing this service. Clients are welcome to have a seat in our hallway, or run errands as we prepare their taxes. Sit with us service requires an appointment.
Just knowing that a professional is handling your taxes reduces stress. Making mistakes can be very costly. In terms of missed deductions or triggering an IRS letter or audit; a tax professional can help eliminate errors and ensure your returns are prepared correctly.
With our Sit with Us service your taxes are often completed and filed in as little as one hour!
UPDATE: COVID-19 We are making every effort to keep our clients and staff safe and healthy. Number Wise Tax will be offering to all new and current clients the ability to electronically submit tax documents through our secure servers, in lieu of coming into our offices. Thank you for your continued support!
Tax Season Offers
Don’t have time to wait?
Try our Drop-off Service
Drop off your tax documents or upload the documents to our secure server Client Xchange. A tax professional will prepare your taxes while you spend time any way you prefer.
Have an Hour to Spare?
Try our ‘Sit with Us’ Service
Bring in your documents and sit with us. We will gladly answer any of your questions while we prepare your taxes. This service typically will take less than an hour. (Temporarily suspended for the 2021 Tax Season) Contact us at 608-620-4339 to discuss alternative options.