• Do you offer virtual or remote tax preparation?

Yes! Wise Roots offers secure virtual tax filing so you can complete your return from anywhere.

• Do I need an appointment to file?

Appointments are recommended, but walk-ins (or same-day virtual appointments) may be available during peak season.

• Can I file if I don’t have all my documents yet?

Yes — start your intake now and upload missing documents later through our secure portal.

• Do you offer refund advances?

Yes, refund advances are available through our partnered bank (if approved). No credit check required.

• What if I owe the IRS? Can you help me?

We can help you understand your balance, explore options, and file even if you owe.

• What if my name or address changed?

We can still file your return — just provide updated ID and Social Security documentation.

Do you help self-employed clients?

Absolutely. We handle gig workers, rideshare, small businesses, contractors, and Schedule C filers.

• Can you help amend a return filed somewhere else?

Yes. We offer amendment services to correct or update previously filed returns.

• Do you accept last-minute clients?

We do — but availability may be limited near the IRS deadline.

• What if the IRS audits me?

We provide audit guidance and support based on your return.

• What payment methods do you accept?

We accept upfront payment or your fees can be taken out of your refund (refund transfer) if eligible.

• Do you file prior-year or missing tax returns?

Yes — we can file multiple years at once, help with IRS notices, and bring your tax record current.

• Can Wise Roots see my refund status?

We can confirm whether your return was accepted.

For updates, you can also use the IRS “Where’s My Refund” tool.

• Can you help if I don’t have a physical Social Security card?

We can guide you on acceptable alternative documentation.

• How long does the process take?

Most returns are completed within 24–72 hours after all documents are received.

• What documents do I need for dependents?

We’ll guide you through proof of residency, school records, and other required verification.

• Will you tell me everything I qualify for?

Yes — we review all credits and deductions to make sure you get the maximum refund legally allowed.

• What happens after I submit my intake form?

A tax preparer reviews your information, schedules your call, and requests any missing documents.

• Do you help with ITIN applications?

(If you decide to offer this — I can add wording)