Wiser Wealth Tax & Bookkeeping

Tax Preparation   Individual • Business • Trusts • Estate

Quality    •   Why choose Wiser Wealth for your tax preparation/planning needs? Wiser Wealth Tax offers a personalized tax service experience. We will take the time to understand your situation to get you a better return. We back our work, so if there is an error in our preparation, we will pay the IRS penalty. For new tax clients we will review the last three years returns for accuracy.

Experience   •   Wiser Wealth’s CPA has over 30 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. Wiser Wealth Management, Inc is a boutique firm that better understands your situation and will provide the best results.

Bookkeeping, Payroll & Retirement Solutions

Efficiency • Now more than ever business owners must focus their time and energy in maintaining and growing their business. Hours spent heads down in routine tasks is not an efficient use of a business owners time. Wiser Wealth Management can help business owners focus on growing their business buy maintaining their accounting records, running payroll and offering business retirement plan solutions.

Knowledge • By maintaining your company financial transactions in Quickbooks, Wiser Wealth can provide monthly profit and loss statements to give you more insight as to your company’s financial standing. You will be able to make better decisions knowing that your financials are up to date and accurate.

For a bookkeeping or payroll quote please contact casey@wiserinvestor.com or 678.905.4450, ext 1.


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