FAQ

✨ general Questions

  • We’re based in Texas and work virtually with clients nationwide.

  • Both! We support everyday people and entrepreneurs alike.

  • DM us on Instagram @PandaWise Financial or use the “Book” link on our site.

📑 tax services

  • W-2s or 1099s, prior-year return, ID, and any income/deduction forms. We’ll send a checklist.

  • We’re year-round — for tax filing, planning, and estimated taxes.

  • Yes! From 9-to-5 employees to self-employed hustlers — we got you.

🧠 Budgeting & Strategy

  • It’s a 1-on-1 clarity call focused on your next financial move — life or business.

  • Absolutely. We create custom tools and plans based on your goals.

  • Never. This is a no-judgment zone built on clarity, not shame.

Still have questions?

We're here to help — no pressure, no jargon.  

DM us on Instagram [@PandaWise_Financial] (https://www.instagram.com/pandawise_financial) or email info@pandawisefinancial.com and we’ll get back to you within 24 hours.

📬 *Your numbers. Our wisdom.*