Integrated Planning For Total Tax Optimization.

Customized Tax Questionnaire

We streamline the tax prep process by providing a customized questionnaire based on your previous years’ returns.

Tax Strategy Session

Full review of your business to optimize deferrals, credits, and depreciation expenses to lower your tax liability.

Secure Online Tax Portal

We save you time and store your sensitive documents securely. Fill out your questionnaire, upload tax docs, and store your tax returns in our secure portal.

Quarterly Tax Meetings

1-hour meetings each quarter to review income and expenses and see if any strategic adjustments are needed.

Capital Asset Analysis

We provide you with clarity on your capital assets and their depreciation expenses so you can time big purchases.

Year-End Reconciliation

We update your books with the proper journal entries for retained earnings, depreciation, equity adjustments, etc.

Proven Strategies from One Founder to Another.

Real tax strategy happens before the filing. By integrating precision bookkeeping with advanced tax architecture, we ensure your business formation, retirement structures, and capital investments are all perfectly aligned to optimize your total financial picture.

Wize Tax Service Plans

Business
$1,000
per year
Get Started
Personal
$400
per year
Get Started
★ Best Value
Business + Personal
$1,200
one-time
Get Started
1 US Return & 1 CA State Return
w/ applicable schedules and forms
✓
✓
✓
Customized Tax Questionnaire
Based on Previous Year Return
✓
✓
✓
Tax Strategy Session
Optimize Deferrals, Credits, Depreciation, etc.
✓
✓
✓
Quarterly Meetings
1 hour in person or virtual
✓
✓
✓
Online Tax Portal
Fill out questionnaire, upload tax docs, and store tax returns online
✓
✓
✓
Capital Asset/Depreciation Analysis
✓
✗
✓
Year-End Books Reconciliation
retained earnings, depreciation, equity accounts, etc.
✓
✗
✓
Business
$1,000
per year
Get Started
Personal
$400
per year
Get Started
Business + Personal
$1,200
one-time
Get Started
Business
$1,000/per year
Get Started
✓
1 US Return & 1 CA State Return
w/ applicable schedules and forms
✓
Customized Tax Questionnaire
Based on Previous Year Return
✓
Tax Strategy Session
Optimize Deferrals, Credits, Depreciation, etc.
✓
Quarterly Meetings
1 hour in person or virtual
✓
Online Tax Portal
Fill out questionnaire, upload tax docs, and store tax returns online
✓
Capital Asset/Depreciation Analysis
✓
Year-End Books Reconciliation
retained earnings, depreciation, equity accounts, etc.
Personal
$400/per year
Get Started
✓
1 US Return & 1 CA State Return
w/ applicable schedules and forms
✓
Customized Tax Questionnaire
Based on Previous Year Return
✓
Tax Strategy Session
Optimize Deferrals, Credits, Depreciation, etc.
✓
Quarterly Meetings
1 hour in person or virtual
✓
Online Tax Portal
Fill out questionnaire, upload tax docs, and store tax returns online
✗
Capital Asset/Depreciation Analysis
✗
Year-End Books Reconciliation
retained earnings, depreciation, equity accounts, etc.
★ Best Value
Business + Personal
$1,200/one-time
Get Started
✓
1 US Return & 1 CA State Return
w/ applicable schedules and forms
✓
Customized Tax Questionnaire
Based on Previous Year Return
✓
Tax Strategy Session
Optimize Deferrals, Credits, Depreciation, etc.
✓
Quarterly Meetings
1 hour in person or virtual
✓
Online Tax Portal
Fill out questionnaire, upload tax docs, and store tax returns online
✓
Capital Asset/Depreciation Analysis
✓
Year-End Books Reconciliation
retained earnings, depreciation, equity accounts, etc.

Need a personalized solution?

Let us know your exact business needs, and we will create a custom plan that works for you.

View our other services.

QuickBooks Onboarding

Whether you’re starting fresh or migrating from Desktop, we can save you time and money with Quickbooks Online.

Learn more

Bookkeeping

We provide monthly and quarterly reconciliation and financial reporting services.

Learn more