What kind of customer support do you offer?

We offer hands-on, high-touch support throughout the entire 12-411 process — and beyond.

From the moment you enroll, you’re treated as a Lifetime Client of Wealth Guaranteed. That means you receive ongoing access to our support team, tools, and advisors before, during, and after your 12-411 process is complete.

Here’s what support looks like at every phase:

During onboarding:

• One-on-one coaching and guidance through the 10-step client portal

• Direct access to your assigned advisor (typically Kobe on the Client Success Team)

• Support via email, phone, or scheduled Zoom calls

During preparation and filing:

• Ongoing communication with our certified NoTaxPros

• Updates and document requests from our Quality Control Team

• Fast response times for time-sensitive filing questions

After completion:

• Lifetime access to our client support team for annual filings and document updates

• Ability to schedule a 12-411 Support Meeting any time you need help or clarification

• Continued education and support to keep you compliant and confident in your exemption

Bottom line:

We don’t just “file and forget” — we walk with you through every phase of this process, with the people, structure, and systems in place to support you for life. You’ll always have someone to talk to, and you’ll never be left guessing what’s next.