A Better Tax Experience Starts With the Right Vision
Personalized tax preparation for individuals, families, and business owners. Serving clients nationwide with convenient virtual service, clear communication, and support from start to finish.
Clear Intake Notice: Starting intake connects you with our team for review — it does not mean a tax return has been filed. VIP signup registers you for upcoming 2027 season updates and priority announcements.
Tax Preparation That Fits Your Life.
Built on personal attention, modern virtual tools, and dedicated support at every step.
Serving Clients Nationwide
No matter where you live across the United States, our nationwide virtual tax office allows you to work directly with experienced tax professionals from the comfort of home.
Convenient Virtual Filing
Upload your W-2s, 1099s, and tax documents safely through our designated encrypted client portal. Review draft returns, ask questions, and e-sign with complete ease.
Personalized Tax Support
You're never just a return number. We provide individual attention, clear explanations of every deduction and line item, and year-round answers when tax questions pop up.
Real People. Personal Service. A Better Tax Experience.
At Wealth Vision Tax Solutions, we believe that tax preparation should be a stress-free partnership. We help our clients organize their financial information, understand the tax preparation process, and accurately prepare their returns based on their individual circumstances.
Whether you file a simple W-2, manage self-employment income and write-offs, or operate a growing business entity, we take the time to answer your questions, identify every eligible credit, and ensure you feel confident before anything is submitted.
Tax Services Built Around You.
Comprehensive tax preparation services tailored to your specific income and filing requirements.
Individual & Family Taxes
Personal income tax preparation for W-2 wage earners, parents claiming dependents, homeowners, and investors. We ensure every eligible credit (EITC, Child Tax Credit, Education Credits) is accurately claimed.
Self-Employed & Gig Workers
Tailored 1099 tax preparation for freelancers, independent contractors, rideshare drivers, and platform workers. We track legitimate expenses, mileage, and home office write-offs to optimize your self-employment tax.
Small Business Taxes
Business return preparation for single-member LLCs, sole proprietorships, and qualifying business structures. (Note: Business return services depend on entity type and available support; contact us to verify your entity coverage).
Prior-Year Tax Returns
Fell behind on filing? We help catch up on unfiled returns from previous years, gather historical wage transcripts, and establish a clear path back into IRS and state compliance.
Amended Tax Returns
If a prior return filed elsewhere contained errors, missed deductions, or omitted income, we prepare Form 1040-X amendments to correct your records and claim refunds you were originally entitled to.
Virtual Tax Preparation
100% remote tax preparation powered by encrypted document transmission, virtual video or phone consultations, and electronic e-signatures across all 50 states.
Ready to find the right filing path for your situation?
Complete our short intake form or connect with our team to discuss your tax preparation needs.
Tax Refund Advances
Explore refund advance options for the upcoming tax season. Join our VIP list for updates about availability and how to apply.
- Optional bank product offering
- Quick lender review upon IRS acceptance
- Repaid seamlessly from your tax refund
- Priority updates for 2027 VIP list members
Refund Advance Disclosure: Subject to lender approval, eligibility requirements, program availability, and applicable terms. Not all applicants qualify for the maximum amount. Joining the VIP list does not guarantee approval or a tax refund.
Meet the Founders Behind Your Better Tax Experience
Dedicated leadership committed to clear communication, personal service, and helping every client feel prepared.
Cedric Williams
Founder & CEO
Cedric leads Wealth Vision Tax Solutions with a focus on personal service, proactive communication, and making sure clients understand every step of their filing process. He is dedicated to helping filers feel prepared, confident, and supported throughout the tax season.
Joydashia Love
Co-Founder
Joydashia co-founded Wealth Vision Tax Solutions to ensure every client receives attentive, responsive support from start to finish. She focuses on smooth virtual client operations, clear communication, and helping individuals, families, and business owners feel organized and well-prepared.
How It Works
A straightforward four-step virtual filing experience.
Start Your Intake
Tell us about your household and filing situation through our quick start form.
Submit Your Documents Securely
Upload your tax forms safely into our designated encrypted client portal.
Review Your Return and Fees
We prepare your return and review all calculations, deductions, and fees with you.
Authorize Your Return for Filing
E-sign your return electronically so we can securely transmit it to the IRS and state.
Documents are collected exclusively through our designated secure client portal — never through ordinary contact forms.
Know What to Bring Before You File.
Required tax documents vary based on your specific household and income situation. Use this comprehensive checklist to gather your records before your intake.
1. Identification & Personal Records
- Valid government-issued photo ID (Driver's License, State ID, or Passport)
- Social Security cards or ITIN letters for taxpayer, spouse, and all claimed dependents
- Dates of birth for all individuals listed on the tax return
- Direct deposit bank details (Routing & Account numbers) for fast refund disbursement
2. Income Documentation
- Form W-2 for all wages, salaries, and tips earned from employers
- Form 1099-NEC & 1099-MISC for independent contractor, freelance, and gig work
- Form 1099-K from payment platforms (Cash App, Venmo, PayPal, Stripe, Square)
- Form 1099-G for unemployment compensation or state tax refunds received
- Form 1099-INT, 1099-DIV, and 1099-B for bank interest, dividends, and stock sales
- Form 1099-R for pension, annuity, IRA, or retirement plan distributions
- Social Security benefit statements (Form SSA-1099)
3. Self-Employed & Small Business Records
- Gross receipts and revenue reports for the entire calendar year
- Itemized business expense records (supplies, advertising, software, cell phone)
- Documented mileage logs separating business vs. personal miles driven
- Home office square footage and dedicated utility expense summaries
- Equipment purchases, vehicle depreciation records, and asset lists
4. Dependents, Health & Deductions
- Childcare and daycare expense statements with provider's Name, Address, and EIN/SSN
- Form 1098-T (Tuition Statement) and higher education expense receipts
- Form 1098 (Mortgage Interest Statement) and real estate property tax bills
- Form 1095-A (Health Insurance Marketplace Statement) if enrolled through ACA
- Records of charitable donations (cash receipts and non-cash acknowledgment letters)
- Copies of federal and state tax returns from the previous 1–3 tax years
Ready to Submit Your Tax Documents?
Tax records containing Social Security numbers, dates of birth, or bank details are submitted exclusively through our designated secure encrypted client portal after your initial intake is started.
Send Someone Our Way. Earn $50.
Word of mouth is the highest compliment. Refer a friend, family member, or colleague to Wealth Vision Tax Solutions and earn a $50 reward for each qualifying new client who files their return with us.
Submit a Client Referral
Share your contact details and the person you're referring. Program terms and payment timing apply.
Refer SomeoneGet Ready for the 2027 Tax Season.
Join our 2027 VIP List to receive preparation reminders, filing announcements, early appointment windows, and priority updates on refund advance availability — before public opening.
Join the 2027 VIP List
Reserve your spot for the upcoming season. Joining the VIP list is for updates only and does not guarantee an appointment, a refund advance, or a tax refund. You may unsubscribe at any time.
Join the 2027 VIP ListFrequently Asked Questions
Clear answers before you begin your filing process.