Wiser Wealth Tax & Bookkeeping

Tax Preparation

We partnered with Michael Sute of Sute Seay CPA, who has over 17 years of experience in individual and business returns. Chain and franchise tax establishments (think H&R Block, etc.) use data entry employees, NOT actual CPAs. Their goal is volume tax preparation ask yourself: do you want to be just a number of the masses? Also, box tax preparation software programs cannot “think” and are limited to mathematical calculations, basic “what ifs” and ultimately simple returns. Wiser Wealth Management, Inc is a boutique firm that better understands your situation and will provide the best results for your tax situation now and future years.

Bookkeeping, Payroll & Retirement Solutions

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 owner’s time. Wiser Wealth Management can help business owners focus on growing their business by maintaining all their accounting records, running payroll and offering business retirement plan solutions.

By maintaining your company’s financial transactions in QuickBooks Online, Wiser Wealth can provide your business with bookkeeping services remotely, including payroll, A/R, A/C, Bill Pay, etc.. We will also generate recurring reports for you (P&L, Balance sheet, Inventory report, etc.) on a monthly or weekly basis to give you updates on your company’s financial standing. And we will work with auditors on your behalf and coordinate with your CPA during tax season. Our two bookkeepers are both Certified Public Accountants and Alexa Brannen is certified as a QuickBooks Online Pro Advisor. You will be able to make better decisions knowing that your financials are up to date and accurate.

Through the QuickBooks Online Accountant program, Wiser Wealth receives a wholesale discount on all three versions of QuickBooks Online. We can give you the lowest monthly price for the version that your business need. We also partner with ADP for business payroll services.

For a tax or bookkeeping quote, email info@wiserinvestor.com or Contact Us.

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