Wheeler & Wolcott has been investing in technology that adds value to the firm's services. Clients can upload their documents to Wheeler & Wolcott electronically through a secure, encrypted portal. There is no need to worry about paper documents being delayed, lost or stolen in the mail. In addition, clients can download documents from Wheeler & Wolcott through this portal, such as the client questionnaire and their tax returns.
Below is a link to the document portal. Call us for a portal invitation. Only current clients who have been invited can enter the portal through this link:
Follow this link to see how the document portal will work for you.
Our firm normally files client returns electronically. The IRS and states require taxpayers to sign forms authorizing this electronic filing. Wheeler & Wolcott offers clients an online method of signing these forms, so you can avoid having to worry about mailing, faxing or returning them to our office. We will offer you this service when your return is completed.