By choosing this service we will send a link for our secure server. We most likely will send the link  before the time scheduled to you may begin the process of uploading your documents. No special equipment needed beyond a smartphone.  Once the documents are loaded we will get started with preparing your return. No need to tell us you uploaded documents the system takes care of that.

Offering affordable tax preparation and bookkeeping services. Over 50 years combined tax knowledge. Now offering no contact services. Either through electronic drop off, mailing documents, or curbside drop-off. Interviews via video call, phone, instant messaging or email. Many options available! New clients can expect to pay HALF of what they paid their tax professional last year $100 minimum. See www.numberwisetax.com for additional offers and information.

• Meeting Type: Web conference and Phone
• Interview type: Initial

This service is for any client wishing to video conference.  Our offices prefer to use Zoom but we will gladly work on any platform that both parties can agree to use.  Zoom works best if we need to screen share your tax return. Typically, we would do that if you wished for us to explain the results with you. However you are always welcome to go over them yourself when you sign them. Our offices will send you a Zoom link for your meeting.  All meetings will be scheduled in CENTRAL time.

• Meeting Type: Web conference and Phone
• Interview type: Initial

This service is for clients wishing to schedule curbside pick-up or drop-off services. A member of staff will be available to meet you in front offices to grab your paperwork, or return your paperwork to you.  If you are selecting this service and are hoping to pick up your completed return the same day, please make a pick-up appointment AT LEAST one hour later.  For those wishing to loosen the constraints of their time we do have a document collection area in the hall where documents can be dropped or picked up at you convenience Mon-Fri 7:45am to 5pm.

• Meeting Type: Web conference and Phone
• Interview type: Initial

This service is used to schedule a time to receive a phone call from your tax preparer.  Please be sure to provide the phone number which is best to reach you.

• Meeting Type: Web conference and Phone
• Interview type: Initial

Thank you for choosing Number Wise Tax Service.  Choose a tax advisor you wish to work with along with a time you wish to be contacted. Our office will reach out and discuss your options for getting your documents to us. We have plenty of options, some that take little effort! 

If you wish to start uploading tax documents please use "Electronic Drop Off Access Request"