A modern tax preparation service for young families & rising professionals

Are you tired of hassling with dropping off and picking up your physical tax forms?

Are you still taking your taxes to the same CPA that your parents have worked with for 20 years?

Are you annoyed with the hidden fees on TurboTax?

If yes to any of the above, then you should work with a CPA who leverages technology to make your filing experience easy

How the process works

  • Click the Link Below ↓

    TaxWiseMobile

  • Estimate Refund or Get Started Filing

    Input general info to estimate your refund, or begin entering details to start filing your return

  • Upload Tax Documents

    Upload all your documents by taking a picture on your phone, or attaching a PDF to the TaxWise Mobile website

  • Ask and Respond to Questions from Your Preparer

    If any questions come up while preparing your return, the preparer will text, email or schedule a Zoom call

  • Approve and e-File Return

    Once all tax docs are received, your return will be prepared by NewAge, a licensed CPA. You will receive email to accept return which will be filed using IRS e-file