Insights

Small firm growth Wise Tax & Accounting Services operates with a lean team (2-10 employees) and revenue in the $1M-$10M range, indicating a potential need for scalable tools, automation, and advisory services that deliver efficiency, client intake automation, and practices to support growth without proportional headcount increases.

Outsourced accounting needs The firm offers a broad mix of tax, payroll, bookkeeping, and QuickBooks support, signaling opportunities to cross-sell integrated cloud-based accounting bundles, workflow automation, and ongoing advisory services to deepen client relationships.

Regulatory support focus With services spanning tax management, IRS representation, and estate planning, there is potential to expand compliance offerings, audit defense packages, and regulatory change alerts as recurring revenue streams for individuals and small businesses.

Tech stack leverage Adoption of AWS, Microsoft 365, and web technologies suggests openness to tech-enabled sales and service delivery; opportunities exist to bundle cybersecurity, data analytics, and client portal enhancements to improve service experience and data insights.

Targeted market positioning Revenue in mid-market range and competitive landscape with large accounting firms nearby presents a path for value-driven positioning around personalized service, price competitiveness, and niche expertise in tax and budgeting for small-to-mid sized businesses.

Similar companies to Wise Tax & Accounting Services, Inc.

Wise Tax & Accounting Services, Inc. Tech Stack

Wise Tax & Accounting Services, Inc. uses 8 technology products and services including Matomo, Amazon Web Services, Microsoft 365, and more. Explore Wise Tax & Accounting Services, Inc.'s tech stack below.

Wise Tax & Accounting Services, Inc.'s Email Address Formats

Wise Tax & Accounting Services, Inc. uses at least 1 email format:
Wise Tax & Accounting Services, Inc. Email FormatsExamplePercentage
First@wisetaxaccounting.comJohn@wisetaxaccounting.com
100%

Frequently Asked Questions

What is Wise Tax & Accounting Services, Inc.'s phone number?

Minus sign iconPlus sign icon
You can contact Wise Tax & Accounting Services, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wise Tax & Accounting Services, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
Wise Tax & Accounting Services, Inc.'s official website is wisetaxaccounting.com and has social profiles on LinkedIn.

How much revenue does Wise Tax & Accounting Services, Inc. generate?

Minus sign iconPlus sign icon
As of September 2026, Wise Tax & Accounting Services, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Wise Tax & Accounting Services, Inc.'s SIC code and NAICS code?

Minus sign iconPlus sign icon
Wise Tax & Accounting Services, Inc.'s SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Wise Tax & Accounting Services, Inc. have currently?

Minus sign iconPlus sign icon
As of September 2026, Wise Tax & Accounting Services, Inc. has approximately 7 employees across 2 continents, including North America and Africa. Key team members include Director Of Operations Penny-Wise Tax Services: S. S. and Secretary: A. B. Explore Wise Tax & Accounting Services, Inc.'s employee directory with LeadIQ.

What industry does Wise Tax & Accounting Services, Inc. belong to?

Minus sign iconPlus sign icon
Wise Tax & Accounting Services, Inc. operates in the Accounting industry.

What technology does Wise Tax & Accounting Services, Inc. use?

Minus sign iconPlus sign icon
Wise Tax & Accounting Services, Inc.'s tech stack includes Matomo, Amazon Web Services, Microsoft 365, jQuery, PHP, HTTP/3, Nginx and OpenResty.

What is Wise Tax & Accounting Services, Inc.'s email format?

Minus sign iconPlus sign icon
Wise Tax & Accounting Services, Inc.'s email format typically follows the pattern of First@wisetaxaccounting.com. Find more Wise Tax & Accounting Services, Inc. email formats with LeadIQ.

When was Wise Tax & Accounting Services, Inc. founded?

Minus sign iconPlus sign icon
Wise Tax & Accounting Services, Inc. was founded in 2011.
Wise Tax & Accounting Services, Inc. logo

Wise Tax & Accounting Services, Inc.

AccountingFlorida, United States2-10 Employees

Wise Tax & Accounting Services, Inc. operates in the accounting industry, offering a broad set of services to individuals and businesses across various sectors. Its offerings include tax management, IRS representation, entity selection and restructuring, and cash flow and budgeting analysis, as well as bookkeeping, payroll, and financial forecasting, providing comprehensive support for financial planning and regulatory compliance. Based in Palm Coast, Florida, the firm serves clients seeking assistance with tax-related matters, estate planning, and routine accounting needs, helping them navigate changing financial environments and regulatory requirements. The company positions itself as a provider of both traditional accounting functions and advisory services, including computer consulting and debt and finance guidance, with a focus on tailoring solutions to meet clients’ future planning and goal-setting needs.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2011
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Wise Tax & Accounting Services, Inc.'s revenue is estimated to be in the range of $1M - $10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.