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We Help Small Business Owners Drastically Reduce Taxes In Both Their Business And Real Estate Investments.

Empowering small business owners with tailored tax strategies to reduce taxes on business and real estate investments, driving growth and financial success.
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Finally - a tax specialized firm that "Gets You"

As fellow real estate investors and small business owners, we save you thousands in taxes and elevate your business with in-house tax preparation and planning. Benefit from our firsthand expertise, where the strategies we share are the same proven methods driving our own success.

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Tax Preparation​

Tailored for small business owners who strategically invest profits in real estate, our dedicated team streamlines the tax preparation process. Uniquely addressing the challenges of growth in this niche, we ensure accurate and timely filing while maximizing tax savings opportunities. Discover peace of mind as we not only minimize hassles but also tailor solutions to your unique needs and ambitions in the small business and real estate landscape.

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Advisory Services

Tailored for scalability, we specialize in providing tax planning services uniquely designed for small business owners looking to expand their real estate portfolios. Unlock growth opportunities with our expertise, ensuring a seamless path to success in both business and real estate endeavors. Rely on our dedicated team to navigate the intricacies of tax planning, allowing you to focus on what matters most—building a thriving small business with a robust and profitable real estate portfolio.

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Book keeping Services

We provide bookkeeping services designed for small business owners who need accuracy and efficiency while scaling. Our team keeps your books organized, tax-efficient, and up to date, so you can make confident financial decisions. From expense tracking to financial reporting, we handle the details, allowing you to focus on growth and profitability. With seamless bookkeeping and tax planning integration, we help maximize deductions and improve cash flow, ensuring long-term success.

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Quality of earnings

A Quality of Earnings (QoE) report reveals a business’s true profitability, cash flow, and risks beyond standard financials. Small business owners need it to avoid overpaying or missing hidden liabilities. Unlike others, Tax Wise digs deeper, conducting seller interviews, competitor analysis, and tax assessments to show the full picture before closing. We calculate true after-tax earnings and forecast cash flow so buyers aren’t caught off guard. A basic QoE isn’t enough—get one that actually protects you.

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Not A Small Business Owner? We Still May Be Able To Help.

Even if you’re not a small business owner diving into real estate investments, our expertise extends to comprehensive tax preparation services tailored to suit a diverse range of individuals. Whether you’re an individual taxpayer, freelancer, or navigating a different business landscape, our team is well-equipped to provide the same high-quality assistance. Trust us to optimize your tax strategy and ensure you receive the maximum benefits, regardless of your business focus or investment preferences.

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Over 100+ 5 star reviews

fuad raja
fuad raja⭐️⭐️⭐️⭐️⭐️
Tax Wise Financial Services are knowledgeable, professional and quick. I worked with the owner Adeel and the CPA Iqra Ali who was prompt, accurate, professional. She explained everything and followed up with me on a few items that remained after our meeting to make sure we filed on time. I highly recommend them.
sunny patel
sunny patel⭐️⭐️⭐️⭐️⭐️
I’ve been working with Tax Wise for the past few years, and I couldn't be more satisfied with their services. The team is incredibly knowledgeable, professional, and genuinely cares about helping you navigate the complexities of tax and financial planning. They took the time to answer all of my questions and made sure I understood every step of the process. Thank you team!
David Himmel
David Himmel⭐️⭐️⭐️⭐️⭐️
Highly recommend the team at Tax Wise. Have been looking for this level of help and guidance and could not be happier. They were communicative and strategic, very happy I started working with them!

And 100s of tax savings stories

“Contributed to a substantial reduction of his tax liability by over $150,000”

Jerry, a successful tech professional with a substantial W-2 salary, approached our company for expert tax planning. In the fiscal year, Jerry’s lucrative income was noteworthy. Leveraging our guidance, he strategically utilized the short-term rental loophole, acquiring a luxurious property for temporary rentals. This not only provided him with an additional income stream but also contributed to a substantial reduction of his tax liability by over $150,000. Our tailored approach to tax planning ensured Jerry maximized his financial benefits while navigating the complexities of the tax landscape.

“Mark’s federal tax liability dwindled to a mere $23,000”

Before entrusting our firm with his tax planning needs, Mark, a prosperous Dentist, grappled with a federal tax liability totaling $124,000 and an effective tax rate of 24.4%. Upon thorough examination through our advisory services, we identified strategic avenues for significant tax reduction by introducing short-term rental properties into Mark’s portfolio. With our expert guidance, Mark successfully acquired two short-term rentals, resulting in a remarkable transformation of his federal tax liability, which dwindled to a mere $23,000. Encouraged by this success, Mark is enthusiastic about perpetuating this proven strategy to consistently minimize his tax liability in the years to come.

“Also led to a substantial reduction of over $65,000 in their overall tax liability for the following year.”

Under our strategic guidance, Dr. Emily, a thriving medical professional, and Richard, in the process of transitioning into full-time real estate investment, experienced a profound transformation. Driven by our expertise, Richard gained confidence and clarity, realizing that qualifying as a real estate professional was not only attainable but a strategic move for their financial future. Making the successful transition into a full-time investor and agent, they managed to acquire and oversee multiple rental properties, resulting in the generation of over $320,000 in rental losses. Additionally, leveraging their financial strategy, they strategically took an IRA distribution of $55,000 to fund further property acquisitions. Remarkably, this comprehensive approach not only facilitated their real estate ambitions but also led to a substantial reduction of over $65,000 in their overall tax liability for the following year.”

For financial clarity and a reliable team, schedule a call today.

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