About Tax Wise Pros

Safety of your personal information is paramount!

Tax Wise Pros is a member of the United Cloud Partners Services. We are proud to only operate in a private and secure, IRS Circular 230 compliant communications network to submit all state and federal tax work documents. We participate in the tax return preparation process via a proprietary nationwide network through the CPATAXBANK services offered through United Cloud Partners Services so the security of our system is of the highest available anywhere!

Intake Form Download

A tax intake questionnaire can facilitate the process of pulling together your tax information. This basic tax intake tool is designed for new clients and allows you to gather the information you need for us to help you. You can then print the completed tax intake tool and mail it, drop it off at our offices or request a client portal be sent to you to upload from home... whichever way best serves you! NEVER fax or e-mail the completed forms over the phone lines or internet... It's not safe! We can help you go over the internet through our private IT system with Client Portals if you desire. We also find it helpful if you provide your last two years tax returns that includes prior year information and carryover data.

Personal Intake Form

Business Intake Form

Federal Tax Forms

Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.

Contact Us

Tax Wise Pros
16870 W Bernardo Dr.
Suite 400
San Diego, CA 92127

Tel: (858) 301-6112
Fax: (858) 456-4547

General

Other Information

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