Services
Four service lines. One ecosystem.
Most people arrive with one problem — a tax notice, a credit score, a business idea. What they usually need is a system. Here is everything MWFS does, and the free education that sits under each of it.
01
Tax Services
Individual, self-employed, and business tax preparation; year-round tax planning; resolution for notices, balances, and unfiled returns.
- Individual tax preparation
- Self-employed and 1099 returns
- Business tax preparation
- Tax planning
- Tax resolution
- IRS and state notice assistance
Work with us
Scope, responsibilities, and pricing are confirmed before anything begins.
02
Credit Services
Understand your credit profile, then work a defined strategy with clear responsibilities on both sides.
- Credit report analysis
- Credit repair strategy
- Credit building
- Utilization and statement-date coaching
- Homeownership preparation
- Funding readiness
Work with us
Scope, responsibilities, and pricing are confirmed before anything begins.
03
Business Services
Form it correctly, organize it properly, and build the infrastructure that keeps it alive past year one.
- Business formation
- EIN and business banking setup
- Bookkeeping structure
- Business credit education
- Funding readiness
- Business tax planning
Work with us
Scope, responsibilities, and pricing are confirmed before anything begins.
04
Personal Financial Wellness
The layer underneath everything else: knowledge, organization, cash flow, and decision-making.
- Financial wellness consultation
- Budgeting and cash flow
- Debt strategy education
- Financial organization
- Financial education
- Long-term planning concepts
Work with us
Scope, responsibilities, and pricing are confirmed before anything begins.
For tax professionals
Building a tax business instead?
TaxNova is our professional pathway: software, training, compliance systems, and scaling support for preparers.
TaxNova & Tax Professionals
Packages from Launch to Executive, plus the standards we hold preparers to.
Tax Professional Resource Hub
PTIN and EFIN basics, due diligence, intake, workflow, security, pricing, and marketing.
Not sure which line you need?
The Financial Wellness Assessment takes about five minutes and tells you your stage, your top priority, and your next three moves.
Educational information provided by MWomack Financial Solutions is intended for general informational purposes and should not automatically be interpreted as legal, investment, or individualized financial advice. Services offered may vary based on eligibility, jurisdiction, client circumstances, and applicable regulations. MWFS is not a law firm, investment adviser, CPA firm, or lender.