Tax solutions
Tax services built around accuracy, education & strategy.
Tax preparation should not feel like handing someone documents and hoping for the best. MWFS helps clients understand their tax situation while providing professional preparation and related services.
Services
What we currently provide.
Individual Tax Preparation
Accurate federal and state return preparation with documentation review and clear explanations of what changed and why.
Business Tax Preparation
Returns for entities and self-employed clients, prepared alongside organized books and supporting records.
Tax Planning
Forward-looking conversations about withholding, estimated payments, entity considerations, and documentation habits.
Tax Resolution
Support for clients addressing outstanding balances, notices, and unfiled returns, within applicable rules.
Prior-Year Tax Returns
Get caught up. Unfiled years are addressed methodically, with the documentation each year requires.
Audit Protection
Available where applicable to the service selected. Coverage and terms are explained before enrollment.
Our tax process
Eight steps. No surprises.
Accuracy, compliance, due diligence, documentation, and education are built into every step.
- 01
Start
Complete intake so we understand your situation before documents arrive.
- 02
Document
Submit requested documentation through secure channels.
- 03
Review
MWFS reviews the file for completeness and due diligence requirements.
- 04
Prepare
Your return is prepared by a professional, not a shortcut.
- 05
Quality Control
The file receives internal review where applicable.
- 06
Client Review
You review the return and ask questions before anything is filed.
- 07
File
The return is electronically filed once you authorize it.
- 08
Support
You receive follow-up information and resources for the year ahead.
Prepare
What to bring to your appointment.
Coming prepared shortens your appointment and improves accuracy. Your specific list is confirmed during intake.
Identity & Household
- Government-issued ID
- Social Security or ITIN documentation
- Dependent information
- Filing status changes
Income
- W-2s
- 1099s of all types
- Self-employment income records
- Other income statements
Deductions & Records
- Expense records
- Education and childcare statements
- Prior-year return
- Bank information for direct deposit
Free resource hub
Understand your taxes before tax season controls you.
Learn the basics of taxes — filing status, income reporting, credits vs. deductions, dependents, self-employment, business planning, IRS notices, withholding, and when professional help may benefit you. Fifteen fundamentals, a tax readiness checklist, and free downloadable guides.
What's inside
- 15 fundamentals of taxes
- Tax readiness checklist
- Free downloadable guides
- When to seek professional help
Next step
Let's get your tax year handled correctly.
Appointments are scheduled so every file receives focused professional attention.
MWomack Financial Solutions does not guarantee a tax refund, a specific refund amount, or any particular IRS or state outcome. Tax results depend on your individual circumstances, documentation, and applicable law. MWFS is not a CPA firm or law firm. Educational information is general in nature and is not individualized tax, legal, or investment advice.