Tax Wise Pros, LLC | San Diego, CA

Total Hires: 1 time
Service Area: San Diego, CA
Team Size: 2 employees
Business Duration: 1 year
Call-Out Fee: $295/hour

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Cash
Check
Credit Card

Services Offered

Accounting needs

Preparing tax returns
Bookkeeping
Managing AR and AP
Preparing fin. statements

Entity type

Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Non-profit

Industry

Sales & marketing
Healthcare
Technology / IT
Manufacturing
Education
Retail / consumer goods
Real estate
Construction
Financial services
Non-profit
Other

Annual income

Less than $100K
$100K - $500K
$500K - $1M
$1M - $5M
$5M - $10M
Greater than $10M

Accounting software

QuickBooks
Xero
NolaPro
Sage
Quicken
TurboTax

Work location

My customers travel to me
I travel to my customers

About

Navigating taxes with expertise and care to optimize your tax situation, backed by over 25 years of experience in the financial industry as a Wealth Management Advisor.

~Susan Alefi

License

- License Holder: Susan Alefi
- License Type: Broker (Securities) (CA)
- License number: #2957934
- License verified on 3/20/2024
- Valid through 3/20/2026

Verification

Background Check
- Susan Alefi
- Completed on 3/4/2025

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