Weddington Tax Services
About
Weddington Tax Services is a online tax firm that enables customers to have their taxes professionally and conveniently done from anywhere at anytime. We cover all 50 states so we become the last tax preparer you will ever need no matter where you live with the U.S.
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Frequently asked questions
What is your typical process for working with a new customer?
1. Typically our clients request our services via our website.
2. We then add them to our system and send them a link via email to access the secure client portal where they can begin answering questions and uploading tax documents using their computer, tablet, and or cellphone.
3. Once they have completed the profile, they will follow the instructions in the portal to notify us. They will recieve a confirmation message via text with the estimated completion time.
4. Our firm will retrieve the info from the client portal and begin processing the return.
5. The return will be sent securely via email through DocuSign where the client can review and sign from any device.
6. Once all signatures are recieved, an invoice is sent (if client is paying at time of submission) and then the return is submitted to the IRS following the paid invoice. Our clients also have the option to pay by refund.
What types of customers have you worked with?
We work with many self employed and individual clients who work 9-5 jobs
Describe a recent event you are fond of.
We use a software made by the tech giant Intuit, and they were so amazed at the success our firm has had, that theu flew our firm to their facility in Silicon Valley to do testimonials.