Why choose Wiser Wealth for your tax preparation/planning needs? Wiser Wealth Tax services offers a personalized tax service experience. We will take the time to understand your situation to get you a better return. We also offer the following:
- At no additional charge, we will review your prior three years returns for accuracy.
- All tax clients can call or email for tax advice throughout the year at no additional charge.
- Wiser Wealth backs our work, so if there was an error in our preparation, we will pay the IRS penalty.
- All tax clients are offered a 401k asset allocation review at no additional charge (worth $250).
Wiser Wealth’s CPA has over 10 years of experience in individual and business returns. Chain and franchise tax establishments use data entry employees, NOT CPAs. Their goal is Volume tax preparation. Box tax preparation software programs cannot “think” and are limited to mathematical calculations. If you are looking for a wealth management boutique firm to better understand your situation and provide the best results, please give us a call or fill out the form below.
Below you will find our 2010 tax organizers. If you are a new tax client, please bring in your last two returns. Existing clients had custom organizers emailed or mailed to them. If you did not receive the organizer, please contact our office.
