Tax preparation interlocked with tax strategy. Our expert team of CPAs and EAs will ensure your tax strategy results in maximum savings or refund.
Our tax strategy is what sets us apart. We build and execute a custom tax plan so you save big.
If you want to build wealth faster without extra work, cutting your taxes is the best place to start. We’ve helped hundreds do it and you can too.
No one works harder to maximize your refund and save you money.
Every financial situation is unique. A personalized strategy helps you legally minimize taxes by considering your income, expenses, investments, and family situation. This allows you to pay less while fully complying with the law.
Tax preparation, advisory, and all related services are one flat price annually. The only upcharges we have at TaxWise are for bookkeeping services, sales tax services, and for LLC formation. There are no other hidden costs.
Every client situation is different. We can only share what’s happened for our average clients in the free consulting call. If we feel like we cannot save you money, we will not work with you. The IRS makes guaranteeing savings illegal, and since we are enrolled agents and they can legally represent you from the IRS, we follow IRS marketing guidelines. While we can’t guarantee any savings, we can just share the average.
We can’t speak for your accountant, but we find that many accountants are not qualified to create a comprehensive plan, they lack the time or staff to accomplish all that is necessary to take full advantage of a comprehensive plan or they are simply unaware they are not optimizing their clients’ businesses for tax savings (maybe ask them).
