I didn’t start my career in a traditional accounting firm; I started it in the trenches of small business ownership. For over 25 years, I have navigated the complexities of owning and operating S-Corps, LLCs, and C-Corps. During that time, I didn’t just hand my books off to someone else—I managed the bookkeeping, payroll, and financial strategy in-house. I’ve lived the lifecycle of a business from formation to maturity, and I understand the weight of every financial decision because I’ve made them for my own companies first.

My approach to tax planning is born from decades of active strategy, not just theory. I’ve successfully implemented high-level tax deferral and credit strategies, including 401(k) and Profit-Sharing plans, Cash Balance Pension plans, and IC-DISCs. I’ve secured R&D and energy tax credits to fuel growth and protected my bottom line through every economic cycle. At Wize LLC, we offer a comprehensive view of your company: ensuring proper formation and bookkeeping, identifying tax-efficient strategies, and managing business returns with a clear focus on how every dollar flows down to your personal return.

The traditional tax service ecosystem is often tethered to the past, managed by firms that have been slow to adapt to a digital world. I built Wize LLC to change that. By utilizing modern online systems and high-tech processes, we run a firm that is significantly more efficient and secure than the paper-and-pencil models of the past. We believe that your tax professional should move as fast as your business does.

Our firm utilizes advanced, secure digital infrastructure to streamline the “busy work” of tax season. From real-time online bank reconciliation to secure cloud storage for your sensitive documents, we make compliance effortless. Our clients benefit from customized, digital tax organizers and questionnaires that can be filled out and submitted from anywhere. You can securely upload documentation and access your historical tax returns at any time through our encrypted portal, ensuring your data is always protected and always at your fingertips.

At the end of the day, my goal is to meet you exactly where you are. For the entrepreneurs who want to roll up their sleeves and master their own numbers, I am a dedicated coach ready to teach you the ropes. For those who would rather spend their time focused on their passion and leave the spreadsheets to a professional, I am happy to take the wheel. Whether I’m teaching you or doing it for you, the mission remains the same: keeping your business balanced and your taxes optimized.