"We have partnered with Protection Plus to provide our clients with audit assistance and identity theft restoration services, and we will be highly recommending this program to all of our clients this year. With identity theft incidents increasing every year and with the changes that the IRS is implementing, we think this is a service that our clients need more than ever. Protection Plus is the leading provider of these services, and we are excited to have their partnership this tax season."
Individual Taxes
Individual Taxes
30+ Years of Combined Experience | AFSP-Certified | NSTP/ NATP Affiliated
Don't Be Hassled by the IRS
The IRS can be an intimidating force when you are facing them alone. The Tax Wizard’s litany of spells and incantations are proven deterrents to the reach of the IRS. We will work with you individually to assess the circumstances unique to your situation and make sure you are being treated fairly.
Bring Us Your Documents and Rest Easy
Tired of dealing with all the numbers, receipts, and book-keeping required to maintain your taxes? Bring the following documents, or email them to us using our secure portal, and we’ll take care of your taxes!
IRS required documentation for filing taxes:
● State or Government Issued Picture ID
● Social Security Number or TIN Letter
● Verification of Education
● Birth Certificate (if not enrolled in school)
● Medical Record with Letterhead
Curious on the status of your refund? Check www.irs.gov/refund
Established in 2004, The Tax Wizard has been serving the Central Texas region from Seguin to Kyle and everywhere in between. We pride ourselves on our knowledge, friendliness, and transparency. While the services we offer are easy to describe, the lengths we go to for each client to ensure the highest possible return is not. When a customer enters our office, we understand implicitly that their life experiences are different than the customer before. To file taxes correctly, it requires one-on-one time to understand the situations present in our clients lives, and how to use our knowledge to make their lives easier. At the end of every business transaction, what really matters to us is if we were able to help. That help could be that our client is about to start up their own business and has a better understanding of how to deduct taxes for payroll. It could also be helping a family manage their taxes so that the stress doesn’t detract from the time that they are able to spend together. Wherever you find yourself and in whatever situation, The Tax Wizard will be here to provide financial guidance and tax services to help you live your best life, free from the burden of tax stress.
We have partnered with TaxDome!
We understand that times are trying and physically walking into our office may not be a viable option for you. Fear not! We have partnered with Tax Dome to allow our clients the ability to send all applicable tax documentation through an encrypted email system. All you have to do is call us and we’ll set up an account for you! Afterwards, upload requested documents and sit back as our magicians work their magic.
Call Us Today!
(512) 504-3389
Here, you can find essential links to the IRS website regarding your Individual Taxes.
General
https://www.irs.gov/individuals
Top 5 Things to Remember for Filing your 2021 Income Tax Return
https://www.irs.gov/newsroom/top-5-things-to-remember-when-filing-income-tax-returns-in-2022
Advance Child Tax Credit Payments:
Many taxpayers who have eligible dependents received Advanced Child Tax Credit Payments throughout 2021. If you received or did not receive and should have received these payments , you will be required to provide the following information for your 2021 Tax Return:
- Letter 6419 from the IRS,
- IRS Account Statement listing the payments issued to you,
- Bank Statements proving the deposits of the payments issued to you.
Details about the Advance Child Tax Credit Payments
Details about the Letters you need from the IRS
Details about the Credits you can claim for missing payments from the IRS
Third Economic Impact Payment:
Eligible taxpayers should have received the Third Economic Impact Payment in 2021. If you received or did not receive and should have received this payment, you will be required to provide the following information for your 2021 Tax Return:
- Letter 6475 from the IRS,
- IRS Account Statement listing the payments issued to you,
- Bank Statements proving the deposits of the payments issued to you.
Details about the Third Economic Impact Payment
Details about the Letters from the IRS
Details regarding the Credits you can claim for missing payments from the IRS
https://www.irs.gov/newsroom/2021-recovery-rebate-credit-questions-and-answers
Earned Income Credit
Eligible taxpayers may qualify for the Earned Income Credit based on certain requirements as lined out by the IRS.