Wise Tax & Co.

04/13/2026

Attention Wise Tax Clients:

For the next 3 business days, our office will be operating on a drop-off service only basis.

At this time:

No appointments are available
Walk-ins are not permitted due to current workload

You may still stop by the office during business hours to:

complete your intake
drop off your tax documents

You may also choose our virtual filing option by completing your intake online and securely uploading your tax documents through our client portal.

This temporary change is to help us make sure all tax returns that need to be finalized by the April 15 deadline are properly completed on time.

Please note:
If you are due a refund, the April 15 deadline does not apply to you. You still have time to file.

At this time, we are prioritizing clients with April 15 filing deadlines. All other returns will be completed in the order received, with a maximum turnaround time of 72 hours.

04/02/2026

Tax Extension Explained (Real Simple)

Think of April 15 like a deadline…

That’s the day your taxes are due.

Now let’s be real life be lifing 😅

So if you’re not ready, you can ask the IRS for more time.

That’s called a tax extension.

It’s basically saying:
“Hey, I’m not ready yet give me a little more time.”
And the IRS will give you until about October to finish filing ✔️

BUT HERE’S THE PART Y’ALL KEEP MISSING 👀

🚫 An extension does NOT give you more time to PAY
So if you owe money, it’s still due April 15.
The extension is only for the paperwork, not the payment.

💡 Quick way to remember:
Extension = more time to FILE 📄
NOT more time to PAY 💰

04/02/2026

Friendly reminder ❗️

If you plan to use our drop-off service, today is the FINAL day to submit your tax documents.

I will be out of the office April 3rd – April 11th and will return Monday, April 13th.

📍 Home Office Hours (while I’m away):
April 6th – April 11th
✔️ Walk-ins welcome
✔️ Appointments will be prioritized

💻 Prefer to stay home? No problem.
You can still file remotely from the comfort of your couch by completing our intake form and joining the filing queue.

🌴 I will be on spring break vacation during this time. I will still be checking in and working as needed, but responses through the client portal and email may be delayed please plan accordingly.
Let’s get you taken care of before the deadline!

03/31/2026

🚨 STILL ACCEPTING CLIENTS JUST WORKING REMOTELY 🚨
I will be unavailable for in-office appointments until April 2, 2026, and will resume in-office appointments starting April 13, 2026.

But let’s be clear we are STILL getting returns done FAST 💨
If you’ve been putting your taxes off, this is your sign to go ahead and get it DONE.

📲 Text “READY TO FILE” to 803-771-1874
or complete the intake form to lock in your spot in the queue.

Here’s what to expect:
Fast turnaround times
Professional, accurate filing
Still accepting NEW clients + referrals

Don’t wait until the last minute and stress yourself out.

Get in the queue NOW so you can be processed before the rush.

03/30/2026

Hey Clients,

As we transition into Extension Season (April 16 – October 15), here are a few important reminders to keep you on track:

📌 Client Portal (TAXSTATUSNOW)
Your TAXSTATUSNOW portal will remain active until October. After that, it will reset for the next tax season, and your 2025 tax records will be removed.
👉 Be sure to download and save a PDF copy of your return to your device or print it for your records.

📌 Prior Year Returns
All prior year returns were emailed directly from our office.
👉 Please archive or favorite those emails for quick access.
👉 Duplicate copies are available, but there is a $25 retrieval fee per request.

📌 Office Hours Update
Starting after April 16, our office will transition to once-a-week availability for walk-ins and appointments.

📌 Filing Availability
We are still able to:
✔️ E-file tax years 2023, 2024, and 2025
✔️ Paper file 2022 returns

📌 Referral Payments
All referral fees are paid out on Fridays and are issued once your referral has been paid.

📌 Vacation Incentive
Vacation vouchers have been sent to all accepted clients.
👉 Check your email, including spam/junk folders, so you don’t miss your complimentary vacation details.
Yes—it’s real. File, pay your fees, and start planning your trip ✈️

📌 Reviews
If we serviced you this tax season, we would truly appreciate your support.
👉 Please take a moment to leave us a Google and Facebook review.

We appreciate your continued trust and look forward to serving you through Extension Season

03/30/2026

Hi Clients,

Our home office is open and accepting walk-ins and appointments between 10:30 AM – 5:30 PM.

If you would like your return finalized by April 15th (extensions will be prioritized), please ensure your intake form and all required documents are submitted to Mrs. Tamika by Thursday, April 2, 2026.

Mrs. Tamika will be out of the office April 3rd – April 10th. However, the home office will remain open during normal business hours, and walk-ins are still welcome for clients who prefer to file in person.

Please note: Any intake forms submitted between April 3rd – April 10th will be completed within 72 hours due to Mrs. Tamika’s travel schedule.

You can get started by completing your intake form: file.refundwithwise.com/client-intake

Or by texting "READY TO FILE" to 803.771.1874

This form helps us get the full picture so we can find every credit, deduction, and opportunity you qualify for. Please answer honestly and completely — it’s all to make sure you get the most out of your return.

03/25/2026

REMOTE TODAY. RESULTS STILL MOVING NO SLOW DOWN OVER HERE ❕

If your tax documents been sitting in your phone this your reminder to stop waiting.

📲 Text “READY TO FILE” to 803-771-1874
and jump into our active filing queue TODAY.

Let me set the tone we’re not a guesswork office, we’re a get-it-done RIGHT office.

What happens next:
• Turnaround time: 24–48 hours (based on current volume)
• Open to new clients + referrals
• Earn $100 for every new client you send

Now let’s talk timing:
• Most clients are seeing deposits within 7–12 days
• IRS timeline still allows up to 21 business days

Who we’re handling right now:
✔️ W-2 earners (simple or complex)
✔️ High income clients (fixing under-withholding & balances)
✔️ College students (1098-T, with or without W-2)
✔️ Prior year filings (2022–2024)
✔️ Families with dependents
✔️ Self-employed & business owners

Waiting because you “might owe” is NOT the move.
That delay usually costs you more in the long run.

Get ahead of it. Get it filed. Get it DONE.

03/24/2026

WORKING REMOTELY TODAY BUT STILL GETTING RETURNS DONE FAST❕

If you’ve been putting your taxes off this is your sign.

📲 Text “READY TO FILE” to 803-771-1874
and get in our filing queue TODAY.

Let’s be clear we are NOT the office you come to when you want to play around. We are the office you come to when you want it done RIGHT ✔️

Here’s what to expect:
Intake turnaround: 24–48 hours (depending on queue)
Still accepting new clients + referrals
💰 $100 per referral yes, we pay you

Refund talk (because I know that’s what y’all care about)
Clients are seeing deposits in 7–12 days
IRS standard is still up to 21 business days

Who we’re actively filing right now:
✔️ W-2 earners
✔️ High earners (whether you paid in or not )
✔️ Students (1098-T + W2 or 1098-T only)
✔️ Multi-year filers (22, 23, 24)
✔️ Clients with dependents
✔️ Business owners

Stop sitting on your documents because you think you might owe.
That’s how people fall behind and end up paying MORE.

Hire a professional. Make the Wise choice.

Text “READY TO FILE” to 803-771-1874 and let’s get you handled.

03/21/2026

I’m working remotely today and ready to serve 📲💻

Calling all taxpayers who still need to file this is your sign.

I’m currently assisting:

✔️ Mid to high-income taxpayers (with or without dependents)
✔️ Students with W-2 income
✔️ Students with Form 1098-T
✔️ Clients needing to file multiple years (2022 | 2023 | 2024)
✔️ Clients needing amendments or corrections

Don’t wait until the last minute or assume you can’t benefit from filing.

Let’s get it done the right way the first time.

📲 Text “Ready To File” to 803-771-1874 to get started today

03/18/2026

Wise Tax & Co. Clients,

Emails have been sent out again make sure you take full advantage of your complimentary vacation.

While you’re securing your luxury incentive for making the Wise choice, take a moment to visit our Google page and leave a review. Be sure to share your experience with the company and recognize the preparer who assisted you.

Your feedback helps us grow, improve, and continue delivering top tier service every single time.