Virtual Tax Preparation & Online Filing
File your taxes from anywhere with an experienced tax professional who has 18+ years behind every return. Individual and business returns prepared 100% virtually. Based in Frisco, Texas — serving all 50 states.
Tax Law Changes That May Affect Your Refund
Recent federal tax updates for the 2025 tax year may significantly affect your refund. These changes are retroactive — they apply to the return you’re filing now.
Tips Income Treatment
Potential deduction of up to $25,000 in qualified tips. No itemizing required if eligible.
Overtime Income Treatment
Potential deduction of up to $12,500 in overtime pay ($25,000 for joint filers).
Child Tax Credit Updates
Credit may increase from $2,000 to $2,200 per qualifying child with inflation adjustments.
Auto Loan Interest Rules
Potential deduction of up to $10,000 in interest on qualifying U.S.-assembled vehicle loans.
SALT Deduction Rules
SALT deduction cap may increase from $10,000 to $40,000. Subject to AGI phase-out.
Senior Deduction Updates
Taxpayers 65+ may be eligible for an additional deduction of up to $6,000 ($12,000 joint).
Deductions subject to income limits and eligibility. We confirm what applies to your return during preparation.
Simple, Transparent Pricing
Your final fee depends on the complexity of your return. We review your documents and provide an exact quote before we begin.
Individual Returns
Business Returns
Your Tax Filing Process
100% virtual. No office visit. No paperwork to mail.
Upload Documents
Submit W-2s, 1099s, photo ID, and prior year return through our secure portal.
Return Is Prepared
We review your documents and identify all eligible deductions and credits.
Approve & E-Sign
Review your completed return and electronically sign to authorize filing.
Returns Are E-Filed
Federal and state returns filed electronically with the IRS.
Receive Your Refund
Refund via direct deposit, Green Dot® Visa®, or cashier’s check.
Fast Cash Advance
Don’t wait weeks for your refund. Get money in your pocket within 24 hours of IRS acceptance — a refund advance loan through our SBTPG partner bank.
Powered by Santa Barbara Tax Products Group (SBTPG). Subject to eligibility.
Choose How You Get Paid
Direct Deposit
Refund deposited directly to your bank account. Typically 8–21 days after e-filing.
Green Dot® Prepaid Visa®
Instant access when funded. No bank account needed. Use anywhere Visa is accepted.
Cashier’s Check
Physical check mailed to your address.
Audit Protection Plan
Add professional audit protection to any return for $99. If the IRS contacts you, we handle it.
With Audit Protection ($99)
Up to 10 hours of professional representation included. We communicate with the IRS directly.
Without Audit Protection
Audit assistance billed at $150/hour with a $1,500 minimum retainer.
What Our Tax Clients Are Saying
“I’ve been filing with Wellington Group for years and every season they find deductions I would have missed on my own. The entire process is virtual, fast, and I had my refund within days.”
“First year filing as an independent contractor and I was overwhelmed. Wellington Group walked me through everything. I got the Fast Cash Advance and had funds the same day.”
“I switched to Wellington Group after my previous preparer missed deductions two years in a row. They set me up with the Audit Protection Plan and I’ve had zero issues since.”
Earn Money Referring Tax Clients
Earn $35 per completed return. No limit on referrals. Bonus rewards at 5, 10, 25, and 50 referrals.
Tax Preparation FAQ
Upload your tax documents securely through our client portal. Our team reviews everything, prepares your return, and walks you through the results before filing. The entire process is 100% virtual — no office visit needed. We serve clients in all 50 states.
We prepare individual returns (W-2, Schedule A, Schedule C, Schedule E), business returns (Sole Proprietor, Partnership, S-Corp, C-Corp), multi-state filings, amended returns, and prior year returns.
A refund advance loan of up to $7,000 through our SBTPG partner bank. No credit check required. The advance is repaid from your refund. Available January 2 through March 13. Subject to eligibility.
Up to 10 hours of professional IRS correspondence handling, document preparation and review, and direct communication with the IRS on your behalf. Without the plan, audit assistance is billed at $150/hour with a $1,500 minimum retainer.
Most e-filed returns with direct deposit are processed within 8–21 days. With the Fast Cash Advance, funds typically arrive within 24 hours of IRS acceptance. Green Dot Prepaid Visa provides instant access when funded.
W-2s, 1099s, photo ID, Social Security cards, prior year return, mortgage interest statements (1098), student loan interest, childcare receipts, and business income/expense records for self-employed filers.
Yes. Refund Transfer through SBTPG deducts fees directly from your refund. Bank processing fees apply.
No. Wellington Group is 100% virtual. We serve clients in all 50 states from our headquarters in Frisco, Texas.
Fast Cash Advance is a refund advance loan provided by SBTPG partner bank, subject to eligibility and approval. Wellington Group is not a lending institution. Refund Transfer fees of $77.90 (Refund Transfer $44.95 + Technology Fee $32.95) apply when paying from your refund. We are not attorneys and do not provide legal advice or legal representation. Green Dot® and Visa® are registered trademarks of their respective owners.