Wise Tax - Eustis, Florida

Address: 465 Plaza Dr, Eustis, FL 32726.
Phone: 5896444.
Website: wise-tax.com
Specialties: Tax preparation service, Bookkeeping service.
Other points of interest: Identifies as women-owned, Wheelchair accessible entrance, Wheelchair accessible parking lot, Appointments recommended.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 3.9/5.

📌 Location of Wise Tax

☎️5896444

⏰ Open Hours of Wise Tax

Monday: 9 AM–4 PM
Tuesday: 9 AM–4 PM
Wednesday: 9 AM–4 PM
Thursday: 9 AM–4 PM
Friday: Closed
Saturday: Closed
Sunday: Closed

Introduction to Wise Tax

Wise Tax is a renowned tax preparation and bookkeeping service located at 465 Plaza Dr, Eustis, FL 32726. With a rich history of serving clients, this women-owned business has established a strong reputation for providing top-notch services. Their commitment to excellence is evident in their website, which showcases their dedication to helping clients navigate complex tax scenarios and maintain accurate financial records.

Specialties and Services Offered

Specialties: Tax preparation service, Bookkeeping service

Wise Tax specializes in offering comprehensive tax preparation services, catering to a wide range of clients. This includes individuals, businesses of various sizes, and those with unique situations such as military personnel, college students, and small business owners. The company prides itself on its ability to handle complex tax requirements, including state-level and local taxes that may be relevant to Florida residents. Additionally, Wise Tax provides bookkeeping services to ensure clients maintain accurate financial records.

Accessibility and Appointments

Other points of interest: Identifies as women-owned, Wheelchair accessible entrance, Wheelchair accessible parking lot, Appointments recommended

Wise Tax is committed to providing a welcoming and accessible environment for all clients. The company boasts a wheelchair-accessible entrance and parking lot, making it easier for individuals with disabilities to access their services. While walk-ins are accepted, appointments are recommended to ensure clients receive the personalized attention they deserve, especially during peak tax seasons.

Client Reviews and Opinions

This company has garnered 15 reviews on Google My Business, indicating a solid track record and a growing client base. The average opinion is 3.9/5, reflecting a generally positive experience among the majority of clients who have used their services. One notable review highlights the exceptional attention to detail and timely service provided by Jonni and the team for a client with varied and complex financial scenarios, including military service, college, corporate business, and small business ownership.

Based on the available information and client opinions, Wise Tax demonstrates a strong commitment to personalized service, attention to detail, and accessible facilities. Whether you require assistance with tax preparation, bookkeeping, or need guidance on navigating complex financial situations, Wise Tax is well-equipped to meet your needs. We highly recommend contacting them through their website or by phone at 5896444 to schedule an appointment and experience their exceptional services firsthand.

👍 Reviews of Wise Tax

Jeremy G.

5/5

Jonni and team has been doing my taxes going a better part of a decade with out issues. This includes while I was in the Army, to college, to corporate business, to small business owner while adding different state level and local taxes that Florida residents need not to worry about. Everything have been handled with the upmost attention to detail and on time.

Kelli W.

5/5

Would highly recommend Tax Wise Services! I feel so blessed to have found them! I have been a client for several years now and and I’m so grateful for the service they provide. The entire staff is extremely helpful, experienced and professional. Allan and Jonni are meticulous and I appreciate their dedication!

Isaac N.

5/5

Jonni is absolutely one of the best tax professionals I have ever been associated with. There are a lot of people out there that do taxes, but if you want someone that is ethical and will assist you throughout the entire process of reviewing and submitting your taxes she is the best!

When you sit down with her she will go over all the options and will meticulously review your information to make sure that it is accurate as possible before submitting.

Linda W.

5/5

Wise Tax is the best !! Such professional and friendly service, their staff demonstrated such integrity, and willingness to help me with my concerns,…. in this day it’s so hard to find honest caring people that do a great job and are affordable …so glad my friend recommended Wise Tax to me, they went above and beyond my expectations!!

No N.

1/5

I have just learned from another CPA that Wise Tax did my 2021 taxes incorrectly. They did not itemize nor did they inform me. Despite my instructions to itemize, they ignored me. Now, I have to do an amendment. I am due $1500+.
Not informing me is tantamount to fraud, in my view. The CPA's name was Jonni. A word to the wise (not wise tax) is sufficient. Be very careful.

Ashlea J.

5/5

I am so grateful for their knowledge and expertise. I have used them for almost a decade for tax returns and bookkeeping for my small business. They are responsive and educate you as a business owner. I have learned so much that has saved me time, money, and prevented potential headaches. It is a blessing to have accountants like them to rely on for smaller business so that I can practice my craft and let them handle the things I don't understand- with confidence that I am being led in the right direction. Thank you!

Charlene R. J.

5/5

I have worked with a lot of accountants both personally and with my business and I find Jonni to be as professional AND personable as anyone could wish. Now THAT'S a hard combination to find! Very glad to find an accountant I can work with at last!

Sarah R.

2/5

Paid 190.00 for 2 W2's on a 1040EZ. Stopped at another tax place. They told me 65.00, for the same service. They are very nice, but crazy expensive.