About Us
Tax Wellness LLC was founded to meet the tax preparation needs of the growing population of foreign nationals in the Bay Area. New arrivals often face significant challenges when filing their tax returns. They may qualify under multiple categories—Non-Resident, Full-Year Resident with foreign income, or Dual Status—and identifying the correct category can save tens of thousands of dollars. Additionally, filing ITIN applications for spouses and children and properly reporting foreign bank accounts and assets can be complex. Tax Wellness LLC is dedicated to making the entire process simple, accurate, and affordable.
Why Choose Us
We provide comprehensive and reliable tax services tailored to your needs.One-Stop Solution
Personal tax filing, ITINs for spouses and dependents, FBAR, FATCA.Experienced Professionals
Tax preparation by IRS Enrolled Agents.Highly Secure
Your personal information and data are safe with us.Authorized Provider
IRS e-file Provider & ITIN Acceptance Agent.Peace of Mind
Maximum refund, accuracy, and free limited audit representation.Referral Bonus
Refer a friend and receive a $10 referral bonus.Specialized in complex returns involving international income and assets
Specialized in preparing tax returns for individuals with H, L, and F visas
Credentials
IRS Enrolled Agent – highest credential the IRS awards
Passed IRS Special Entrance Exam (3 parts – Individual, Business, Representation)
Authorized IRS e-file Provider
Authorized ITIN Acceptance Agent (No passport submission required)
11+ years of accounting and tax preparation experience
Certified QuickBooks ProAdvisor