Tax Wise Financial Services, LLC

This was our first year with Amy. We were very happy to have her expertise and knowledge with her work. She is great, answered all our questions. Looking forward to next year.
Mar 5th, 2024

Me and my wife Sylvia have used tax wise at least 10 plus years never been audited from their work will continue to go see them for many year to come 100% satisfied great job Tax Wise
Jan 22nd, 2024

We've used Amy's expertise for several years now and couldn't be happier with the customer service, efficiency and knowledge that she's provided to us. 10 out of 10, absolutely recommend tax-wise!
Nov 26th, 2022

Originally I was going to give them three stars because they insisted my husband come into the office, for something that could have easily been done on Zoom, two days after he was discharged from the hospital and not 100% because she didnt have time to download zoom. Today we received a letter from the IRS that Amy made a $15,000 mistake on our taxes and it wasnt in our favor. So that three stars is now a one star. Sloppy work.
Jun 2nd, 2022

Amy is amazing at what she does. I’ve always done my own taxes but last year had a few things that made filing a bit more confusing / complicated so I decided to hire a pro. I was super stressed and nervous about the process / cost leading up to my appointment, but Amy was delightful, knowledgeable and made the process easy and stress-free. I was also pleasantly surprised to find her fee was totally affordable. Thanks so much, Amy!
Mar 16th, 2021