Trusted. Secure. Prepared with Care.
At Worthy Hands Financial Services, we provide professional tax preparation and financial services with integrity, accuracy, and confidentiality. Your financial matters are handled with care, precision, and respect. because your trust matters.
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About Worthy Hands Financial Services
Worthy Hands Financial Services is dedicated to helping individuals and small businesses navigate tax preparation and financial responsibilities with confidence. We believe that every client deserves reliable service, clear communication, and secure handling of sensitive information.
Our approach is client-centered and detail-driven. From onboarding to final delivery, we prioritize accuracy, compliance, and privacy while making the process as simple and stress-free as possible.
Our Services
✓ Individual tax returns
✓ Self-employed and small business tax filing
✓ Prior-year tax returns
Trusted Professionals
Our Process
With a comprehensive suite of features, you can manage your budget, track your investments, plan for retirement, and more.
1
Phase 1: Client Onboarding & Document Upload
Clients access their secure portal to complete an intake form and upload required tax documents such as W-2s, 1099s, prior-year returns, and identification.
2
Phase 2: Tax Preparation & Review
We review your information and prepare your tax return. If additional details are needed, we will contact you directly through the secure portal to keep all communication confidential.
3
Phase 3: Completion & Secure Delivery
Once finalized, your completed tax return and related documents are uploaded securely to your portal for review and download.
CLIENT FLOW
Secure Client Portal
Your privacy is our priority. All clients receive access to a secure, private online portal where you can:
- Upload tax documents safely
- Complete intake forms
- Communicate securely with your preparer
- Receive and download completed tax returns
Each client portal is unique and accessible only to you and your tax preparer.
Real-Time Updates
Tax Advancement Availability
Eligible clients may be able to receive a tax advancement, allowing access to a portion of their expected tax refund before the IRS issues the full refund. Tax advancements are available based on eligibility requirements and program guidelines.
Approval, amounts, and timing vary and are not guaranteed. Tax advancements are subject to applicable terms and conditions.
Intake Form
Fill out our secure tax intake form, and we will be in touch to schedule your personal consultation and guide you through the next steps in your tax preparation process.
Tax Intake Form
Frequently Asked Questions
What is a tax intake form, and why do I need to fill it out?
The tax intake form helps us gather all the necessary information to prepare your taxes accurately. It ensures your personal and financial details are organized and secure before your consultation.
Can I get a tax advancement?
Eligible clients may be able to receive a tax advancement, which allows access to a portion of your expected tax refund. Availability, amounts, and timing vary and are based on eligibility requirements.
Do I need to upload documents when filling out the intake form?
No, you do not need to upload documents at this stage. After you submit the intake form, we will contact you to schedule a consultation and guide you on the next steps.
How secure is my information?
Your information is fully protected. Each client has a private portal, and all communication and forms are encrypted and accessible only to you and your tax preparer.
How do I schedule my consultation?
Once you fill out your intake form, we will contact you directly to schedule a consultation at a time that works for you.
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