Frequently Asked Questions

Question 1

What types of clients does WiseSkies serve?

Accepted Answer

We work with high-earning individuals, business owners, and growing companies whose tax and financial situations demand more than software or seasonal drop-off support.

Question 2

How much do your services cost?

Accepted Answer

Every engagement is scoped individually. After a complimentary discovery call, we provide a transparent proposal based on your complexity — not a pre-packaged tier.

Question 3

Do you only work during tax season?

Accepted Answer

No. Year-round planning is central to how we operate. Tax filing is one milestone; estimated payments, scenario modeling, and life-event planning happen throughout the year.

Question 4

How do I securely send tax documents?

Accepted Answer

Existing clients use our SecureFilePro portal via the Client Portal button in the site header. Encrypted upload — no email attachments required.

Question 5

Can WiseSkies coordinate with my financial advisor or attorney?

Accepted Answer

Yes. We regularly collaborate with wealth managers, estate attorneys, and business counsel to ensure recommendations align across your professional team.

Question 6

What states do you serve?

Accepted Answer

We prepare federal returns and multi-state filings for clients across the United States. Contact us to confirm coverage for your specific state requirements.