Support you Deserve

We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Privacy Policy

Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets and other documents;

  • Information about your transactions with us, our affiliates, or others;

  • Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters.

If you have any questions about this policy, please do not hesitate to contact us.

What Others Say

"You guys rock! The service was excellent. Thank you for making it painless, pleasant and most of all hassle free!"

"I have gotten at least 50 times the value from Wise Accounting And Tax Services. Thanks for the great service. It's exactly what I've been looking for."

"Thanks guys, keep up the good work! No matter where you go, Wise Accounting And Tax Services is the best, most professional Accounting,Tax Service, and Consultants firm around! I'd be lost without them."