Tax Preparation & Planning

WYZE Financial Solutions LLC

Mailing Address: P O Box 2206, Salem, NH 03079

Location: 147 Brookdale Road, Salem, NH 03079

Tel (603)893-8854 Fax(603)893-1050

frank@wyze.us

Home

Directions

Worksheets

E-MAIL SCAMS

There are many e-mail scams centered around refunds from the IRS and some State Departments of Revenue.

The IRS or State Departments of Revenue, never initiate communication with taxpayers about their tax account through emails. If you receive an e-mail or find a Web site you think is pretending to be the IRS, forward the e-mail or Web site URL to the IRS at phishing@irs.gov

NEW CLIENT GUIDE

We will need copies of the past three years tax returns, both Federal and State.

We will review these returns for accuracy, possible corrections and to carry-forward any necessary data.

Please drop off the tax returns prior to your scheduled appointment.

Provide birth dates of each individual named on your tax return, your current home address, work/cell phone number(s) and your personal e-mail address.

The Tax Worksheets link will lead you to general and industry specific worksheets designed to assist you in organizing and gathering your information.