Your Questions, Answered
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At Wicker Tax & Advisory, we provide personalized tax preparation, tax planning, and business consulting services for individuals and business owners.
We believe that great service starts with understanding your unique circumstances. Our goal is to make complex tax matters easier to navigate while providing the thoughtful guidance and personal attention you deserve.
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We combine a thoughtful, human-centered approach with clear communication and reliable results. It’s not just what we do, it’s how we do it that sets us apart.
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You can reach us by email anytime! We strive to respond within 1–2 business days, although response times may vary depending on our workload and upcoming tax deadlines.
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We offer pricing based on preparation type and complexity, including professional time and resources needed to complete the engagement. After an initial conversation and review of your prior year tax filings, we’ll provide a comprehensive quote.
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Collaborative, honest, and straightforward. We're here to guide the process, bring ideas to the table, and keep things moving.
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Tax professionals are required by law to inform clients of their policies regarding privacy of client information. Our firm has been and continues to be bound by professional standards of confidentiality that are even more stringent than those required by law. We have always protected the security and privacy of your personal and financial information.
Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is provided to us by you or obtained with your authorization.
Parties to Whom We Disclose Information
We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include providing information to our employees, and in limited situations, to unrelated third parties who need that information to assist us in providing services to you. In all situations, we stress the confidential nature of the information being shared.
Protecting the Confidentiality and Security of Clients' Information
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to protect your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
