Insights

Market Niche Wise Tax & Accounting Services operates within the competitive accounting industry, offering specialized services such as IRS representation and entity restructuring, which presents opportunities to cross-sell proprietary or third-party compliance and legal services.

Client Customization With a focus on tailored financial planning and tax management, there is potential to expand offerings in advanced financial software solutions or personalized advisory tools to meet the bespoke needs of their diverse client base.

Technology Stack Utilizing cloud-based and security tools like Microsoft 365 and reCAPTCHA indicates a readiness for digital transformation; this could open avenues to provide cybersecurity, cloud migration, or workflow automation solutions.

Growth Potential Operating with revenue between one million and ten million and a small team suggests opportunities for efficiency enhancements through automated accounting tools, workflow management platforms, or scalable SaaS products.

Market Position Positioned among mid-sized tax and accounting firms, Wise Tax & Accounting Services could benefit from industry-specific marketing and customer relationship management solutions tailored to small and medium-sized practices seeking growth.

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, Microsoft 365, Lua, and more. Explore Wise Tax & Accounting Services, Inc.'s tech stack below.

  • Matomo
    Analytics
  • Microsoft 365
    Email
  • Lua
    Programming Languages
  • reCAPTCHA
    Security
  • HTTP/3
    Web & Portal Technology
  • GoDaddy
    Web Hosting
  • OpenResty
    Web Servers
  • Caddy
    Web Servers

Media & News

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

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

Frequently Asked Questions

Where is Wise Tax & Accounting Services, Inc.'s headquarters located?

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Wise Tax & Accounting Services, Inc.'s main headquarters is located at 3 Cypress Branch Way Suite 108d Palm Coast, Florida 32164 United States. The company has employees across 2 continents, including North AmericaAfrica.

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

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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?

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

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

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

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

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As of May 2026, Wise Tax & Accounting Services, Inc. has approximately 7 employees across 2 continents, including North AmericaAfrica. Key team members include President: S. W.Owner And Ceo: T. T. S. T. S. P.Staff Accounting: J. G.. Explore Wise Tax & Accounting Services, Inc.'s employee directory with LeadIQ.

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

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Wise Tax & Accounting Services, Inc. operates in the Accounting industry.

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

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Wise Tax & Accounting Services, Inc.'s tech stack includes MatomoMicrosoft 365LuareCAPTCHAHTTP/3GoDaddyOpenRestyCaddy.

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

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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?

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Wise Tax & Accounting Services, Inc. was founded in 2011.

Wise Tax & Accounting Services, Inc.

AccountingFlorida, United States2-10 Employees

Wise Tax & Accounting Services, Inc. provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

Tax Management Services
IRS Representation
Entity Selection and Restructuring
Computer Consulting
Cash Flow and Budgeting Analysis
Debt and Finance Advising

Accounting Services
Estate and Trust Planning and Tax Preparation
Bookkeeping/Write-up
QuickBooks Accounting Help and Assistance
Payroll Services
Financial Projections and Forecasts

Section iconCompany Overview

Headquarters
3 Cypress Branch Way Suite 108d Palm Coast, Florida 32164 United States
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 iconMedia & News

Section iconFunding & Financials

  • $1M$10M

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

Section iconFunding & Financials

  • $1M$10M

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

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