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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We Don’t Just File. We Help You Keep More of What You Earn with expert advice.

Most tax firms just handle your filing — we go far beyond that. We combine expert tax preparation with year-round strategic advisory to help you maximize your tax savings before it’s too late. We meet with you proactively throughout the year, so when tax season rolls around, it’s not a “coulda, woulda, shoulda” conversation, it’s a celebration of smart planning. If you’re ready for more than just compliance, we’re the partner that helps you keep more of what you earn year after year.

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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 200+ 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

“Retired his wife and netted over 80k MORE after tax income”

One of our clients, a high-earning physician we’ll call Muhammad (name changed for confidentiality), completely transformed his family’s financial picture through strategic tax planning. After reviewing their situation, we identified that his wife’s modest teaching income was far outweighed by the tax savings they could unlock if she qualified for Real Estate Professional Status (REPS). By shifting her focus to managing their rental portfolio full-time, they were able to use passive losses to offset his W-2 income, resulting in a powerful outcome: they retired his wife and netted over $80,000 more in after-tax income. That one shift didn’t just free up their time — it became the foundation for accelerating their real estate growth while keeping more of what they earned.

“David paid HALF the taxes he was used to paying for the past 5 years”

One of our clients (we’ll call him David for confidentiality)  had been paying a consistent (and painful) six-figure tax bill for the last five years. He owned a successful business and was doing well financially, but felt like there had to be a better way to keep more of what he earned. That’s when we introduced him to a tax strategy involving a single short-term rental. By using the short-term rental loophole and pairing it with a cost segregation study, we were able to accelerate depreciation in a way that dramatically reduced his taxable income, all without needing him to qualify as a real estate professional.

The impact was immediate. David’s tax liability for the year was cut by more than half compared to the previous year. He told us it was the first time in a long time that he felt empowered instead of frustrated during tax season. Now, with a solid framework in place, he’s looking to expand his short-term rental portfolio, knowing each one isn’t just a real estate asset, it’s a strategic tax move.

“Led to a substantial reduction of over $45,000 in their overall tax liability for every year moving forward.”

Shawdry owns a flower shop and, like many small business owners, was unknowingly overpaying on her taxes. After working together, we were able to re-categorize a number of her expenses—many of which were personal costs that should have been classified as business-related. We also implemented a combination of strategies, including optimizing her business deductions, setting up retirement accounts, improving asset protection, and restructuring her entity. These changes led to a substantial reduction of over $45,000 in their overall tax liability for every year moving forward. Now, Shawdry can reinvest those savings into her business and continue to grow with confidence, knowing her finances are working for her.

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

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