Our Process.

Our state-of-the-art process combines top-tier security and expert service to ensure your tax filing is smooth, accurate, and maximizes your returns.

Hassle-free Return Filing

Sit Back and Let Us Do the Magic

From start to finish, our secure and streamlined process ensures you get the maximum refund without lifting a finger. We handle all the details so you can relax.

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Personalized Consultation & Secure Upload

We start by understanding your unique tax situation through a personalized consultation with tailored questions. Then, securely upload your documents via our encrypted portal, where your information is fully protected. Our experts analyze every detail to uncover all eligible deductions and credits, setting the stage for your maximum refund.

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Identity Verification & Bank Integration

Using ID.me, we verify your identity and retrieve your AGI, protecting against fraud and streamlining the verification process. Then, connect your bank account securely to ensure your IRS refund is deposited directly and safely.

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Expert Filing & IRS Confirmation Letter

Our seasoned tax professionals handle your filing with precision, leveraging top-tier security measures to protect your data. Once filed, simply forward the IRS confirmation letter to us, and we’ll handle the rest to ensure your refund is processed and delivered swiftly.

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Ongoing Support & Secure Updates

Stay informed with timely updates on your refund status via secure emails. Our team is always available for questions and provides continuous support to keep you updated until your refund hits your account.

Real People. Real Reviews.

Find Out Why Our Clients Trust Us Most, Year After Year

We pride ourselves on prioritizing your maximum refund while securing your data. 9 out of 10 of our customers receive their biggest return checks after filing with us for the first time. You don’t have to take our word for it—see what others have experienced.

Andrew

101/100

Unemployed Due to Disability

I’ve never received more than $500 from my tax returns, but this year I got back over $9,800! It’s not just money—it’s peace of mind. Thank you!

Maria

5.0

Single Mom of 3

I used to get back $300-$900, but this time I received a check for $12k! As a single mom struggling with rental debt, it’s more than a refund—it’s a lifeline.

Michael

100%

Small Business Owner

Taxwise Advocates completely blew my expectations. I went from a typical refund of $1,500 to receiving over $21,504! I’m reinvesting in my business thanks to them.”

TRUST MATTERS

Your Refund, Your Security, Our Priority

We put your safety first. Safeguarding your personal and financial information is our top priority. Our advanced security protocols, including encryption and secure data handling, ensure that your data is protected at every step. While we focus on maximizing your return, you can rest easy knowing your information is in trusted hands. Watch our video to see how we go the extra mile to keep your data safe.

Biggest Refund Guaranteed

Backed by guarantees you can be certain about

We’re committed to getting you the largest refund possible. With our expertise, every deduction and credit you’re entitled to will be fully explored, ensuring you receive the maximum amount back. If there’s a bigger refund out there, we’ll find it. That’s our promise to you.

Have any questions? We're Here to Help

Got questions or need assistance? Whether it’s understanding the process, resolving issues, or just getting started, our support team is ready to guide you every step of the way. Check out our FAQs for quick answers, or reach out directly for personalized help.