Capital Wealth Financial

Capital Wealth Financial We’re more than just a tax office we’re your year-round financial partner who helps you.

At Capital Wealth our mission is to provide accurate, transparent, and personalized tax solutions that help individuals and small businesses thrive financially.

📌 TAX TIP TUESDAY from Capital Wealth Financial🔐 Protect Your Refund with an IP PIN!If you or your dependent could be at...
07/08/2025

📌 TAX TIP TUESDAY from Capital Wealth Financial
🔐 Protect Your Refund with an IP PIN!

If you or your dependent could be at risk for identity theft, don’t wait until tax season — apply for an IRS IP PIN (Identity Protection PIN) today!

🗣️If someone’s ever filed your taxes without your full knowledge…‼️
🗣️If you’ve handed over your info to a ghost preparer who disappeared after tax season…‼️
📣Or if you just want to protect yourself and your family from identity theft —‼️

✅ An IP PIN adds an extra layer of security to your tax return
✅ It stops scammers from filing a fake return in your name
✅ It helps protect your refund and personal information

💡 This isn’t just a tip — it’s protection. If someone already has your info, don’t wait.

✨ Whether you've been a past victim or just want to be safe — we’ll walk you through the steps!

📞 Call Capital Wealth Financial or 📩 DM us now
We’ll help you apply for your IP PIN step by step — no stress, no confusion.

🛡️ Lock your identity down before someone else does.
—
🖋️ Powered by Capital Wealth Financial
📍 Serving taxpayers nationwide
Trusted. Proven. Professional.

🌸🐣 Don't forget! 🐰🌼Our Easter Egg Hunt is happening NEXTSaturday and you won’t want to miss it! 🎉Bring the kids, bring y...
04/09/2025

🌸🐣 Don't forget! 🐰🌼
Our Easter Egg Hunt is happening NEXTSaturday and you won’t want to miss it! 🎉

Bring the kids, bring your baskets, and get ready for a fun-filled day of egg hunting,live dj,bouncehouse and so much more🤫Special guest from Mr Wealth Bunny💐💛

📍 4508 Coliseum Blvd Suite K
🗓️ Saturday, April 19,2025
⏰ 11:00 am- 3:00pm

It’s going to be an egg-cellent time — can’t wait to see everyone there! 🐇💫


Capital Wealth Financial

Who said high income earners don’t get a good return? My client of several years made sure to pay into federal taxes bec...
01/18/2025

Who said high income earners don’t get a good return? My client of several years made sure to pay into federal taxes because he doesn’t qualify for EIC…

WE are filing Virtual TODAY ❗️❗️

FILE Wealth Financial Pro Today🤞🏾💰

Need a Cash Advance ⁉️ We do same day!

CLIENT BELOW:
📌Head of Household
📌 2 & 3 Dependents
📌1 W2

Text “Taxes” 318-787-9474 🤗

01/18/2025

As we navigate the current tax season, it is essential to emphasize the importance of collecting all requisite documents before submitting your tax return.
This encompasses:📋

• Form 1095-A (if applicable for health insurance through the Marketplace)
• IP PIN (if issued by the IRS for identity protection)
• W-2s, 1099s, and any other pertinent tax documents
•Valid Drivers license or State Id
• Social Security Cards

📌Submitting your return without these documents may lead to processing delays or necessitate amendments.

📌Please wait until you have received all required documents before scheduling your appointment or submitting your tax information.

If you have any inquiries or require assistance in identifying the necessary documents, please do not hesitate to reach out. My firm is committed to ensuring your filing process is as efficient as possible.

Capital Wealth Financial Services will be giving to 4 families that are in need for the Thanksgiving Holidays,!We will ...
11/07/2024

Capital Wealth Financial Services will be giving to 4 families that are in need for the Thanksgiving Holidays,!

We will be selecting the winners via live😘
This is a small but thoughtful token to those that are need.

Items that will be purchased:

Turkey or Ham (your choice)
One Side Dish
Case of Drinks
Dessert
Paper Utensils

If you aren’t truly in need please let a family that is receive a blessing🥹💋

Link for dinner giveaway ⬇️

https://www.cognitoforms.com/CapitalWealthFinancialSolutionsLLC1/ThanksgivingFamilyDinnerGiveaway2024

📢🚨 Public Announcement: Tax season is 66 days around the corner! Bigger refunds are coming, so make sure you have all yo...
10/28/2024

📢🚨 Public Announcement: Tax season is 66 days around the corner! Bigger refunds are coming, so make sure you have all your documents ready. Whether you’re filing or just getting prepared, my team and I are ready to handle business. We’re geared up and excited to help you maximize your return! 💰💰💰

Start gathering your documents now, and remember, we’re offering refund loan advances of up to $9,500. Get ready to secure your refund! 💰💰💰

My team and I are accepting new clients as well as welcoming back our pre-existing clients. We’re all set and ready to go—hope you are too. Let’s make this tax season a success!

WFP💰💵
📞 (318)787-9474
📧 [email protected]

📢🚨 Public Announcement: We are 73 days from TaxMas! Bigger refunds are coming, so make sure you have all your documents ...
10/21/2024

📢🚨 Public Announcement: We are 73 days from TaxMas! Bigger refunds are coming, so make sure you have all your documents ready. Whether you’re filing or just getting prepared, my team and I are ready to handle business and get you a get refund and a small token for filing with us! We’re geared up and excited to help you maximize your return! 💰💰

Start gathering your documents “Now”not “Later”

Still needing that extra cash after New Years.Gotcha covered refund loan advances of up to $9,500. Get ready to secure your refund! 💰💰💰

My team and I are accepting new clients as well as welcoming back our pre-existing clients. We’re all set and ready to go—hope you are too. Let’s make this tax season a success and make it count ‼️

I heard those W4’s are still the same ‼️‼️🫵🏾Why? Ask yourself why haven’t your Changed it,! Aren’t you tired of getting ...
10/10/2024

I heard those W4’s are still the same ‼️‼️🫵🏾

Why? Ask yourself why haven’t your Changed it,! Aren’t you tired of getting a low refund because of this and not getting the refund you deserve 👀🗣️

Let’s change it NOW‼️‼️‼️

Dropping some informative info ℹ️

Step 1: Personal information
**disclaimer having dependents does not automatically qualify you for head of household filing status. Consult with your tax professional to determine your filing status if unknown or unsure.

Step 2: Complete only if you work multiple jobs.

Step 3: If your annual is income is less than $200,000 ($400,000 if married filing joint) multiply number of qualifying children under 17 by $2,000

Ex: 1 dependent =$2,000
Ex: 2 dependents = $4,000
Ex: 3 dependents = $6000
& so forth.

Depending on yearly income I higly suggest my clients exceeding the AGI limits for their filing status to leave this at $0 or no higher than $2,000.

Step 3 Other Dependents: is to be used for children ages 17-24 if they are in school or disabled.

Step 4: Although its optional this is very crucial if you exceed the AGI limits for your filing status each tax year.

Line 4C is where additional monies can be withheld from each paycheck. I advise my clients to select an amount thats comfortable for them each pay period. (ex: $25 , $50, $75 etc)

SN: over $50K I highly suggest $100+ for extra withholding line 4C

I also advise to increase the amounts each time a taxpayer gets raise or does an excessive amount of overtime.

Hope this helps, I always advise to revisit this form yearly or each time your pay increases.

If you have any additional questions or need assistance comment below or message us Today,!!

It’s Hard Working Wednesday 💰🤑Does this apply to you 🫵🏾📌Do you provide childcare services out of your home? IT’S A BUSIN...
10/09/2024

It’s Hard Working Wednesday 💰🤑

Does this apply to you 🫵🏾

📌Do you provide childcare services out of your home? IT’S A BUSINESS‼️ You can file it as income,!

📌Do you provide hair services out of your home? IT’S A BUSINESS‼️ You can file it as income ,!

📌Maybe you are subscribed to ONLY FANS 😉 and being paid, IT’S A BUSINESS‼️ 🤑Use that income

📌Are you a Chef,Caterer ,LashTech,Hairstylist, Nail Tech ,Uber or Lyft Driver , Bottle Girl ,ExoticDancer,Housewife ,Housekeeper many of the things 💰💸

💥Make sure you are keeping track of everything you spend running your business on a daily basis so you don’t leave any money on the table this tax season‼️

💥If you have any questions about how to keep track of expenses or what’s the best way to maximize your refund send me a quick dm and I will gladly assist you‼️

🏢Wealth Financial Pro
☎️(318)787-9474
📧 [email protected]
🖥️ www.wealthfinancialpro.com

10/01/2024

Hey ,You .. 👀Yes you,, What are you eating for Lunch tomorrow? No Idea‼️🙃

It’s ok I’m paying for two meals tomorrow…Yes lunch on me tomorrow… Here’s what I need you to do for me 🥺😘

STEP 1 MUST LIKE AND SHARE THIS POST

STEP 2 MUST INVITE 50 PEOPLE TO THE GROUP‼️

STEP 3 FOLLOW THESE PAGES:
Jo'Reshia Young
Capital Wealth Financial
The JKollection
on instagram


Thank You💙🖤🥺

Address

Alexandria, LA

Opening Hours

Monday 10am - 8pm
Tuesday 10am - 8pm
Wednesday 10am - 8pm
Thursday 10am - 8pm
Friday 10am - 8pm
Saturday 10am - 2pm

Telephone

(318)7879474

Website

Alerts

Be the first to know and let us send you an email when Capital Wealth Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Capital Wealth Financial:

Shortcuts

Share

Category