Insights

Niche Market Focus Wise Tax & Accounting Services primarily serves small to mid-sized clients in diverse industries, presenting opportunities to offer tailored financial software solutions, automation tools, and consulting services aimed at improving efficiency and compliance.

Revenue Growth Potential With annual revenues ranging from $1 million to $10 million and a small team, the company may be interested in scalable financial management tools, cloud-based accounting platforms, and cost-effective cybersecurity solutions to support expansion.

Technology Stack Compatibility Utilizing Microsoft 365, GoDaddy, and open-source tools indicates openness to adopting innovative digital solutions; offering integrations, add-ons, or upgrades aligned with current tech stack could enhance client engagement and operational effectiveness.

Compliance & Regulation Needs Given their focus on IRS representation and tax planning, they might benefit from advanced tax compliance software, audit management systems, or regulatory update services to stay ahead in a dynamic legal environment.

Competitive Positioning As a smaller firm compared to major competitors like H&R Block, Wise Tax & Accounting Services could be targeted for personalized services, small business accounting tools, or niche expertise offerings to carve out a competitive advantage.

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

Lua

Programming Languages

reCAPTCHA

Security

HTTP/3

Web & Portal Technology

GoDaddy

Web Hosting

Caddy

Web Servers

OpenResty

Web Servers

Wise Tax & Accounting Services, Inc. Email Formats	Example	Percentage
First@wisetaxaccounting.com	John@wisetaxaccounting.com	50%
First@wisetaxaccounting.com	John@wisetaxaccounting.com	50%

Wise Tax & Accounting Services, Inc. Email Formats

Example

Percentage

First@wisetaxaccounting.com

John@wisetaxaccounting.com

50%

First@wisetaxaccounting.com

John@wisetaxaccounting.com

50%

Frequently Asked Questions

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

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

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

You can contact Wise Tax & Accounting Services, Inc.'s main corporate office by phone at

+1-386-445-****

. 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?

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 NAICS code?

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

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

As of December 2025, Wise Tax & Accounting Services, Inc. has approximately 8 employees across 2 continents, including North AmericaAfrica. Key team members include President: S. W.Owner And Ceo: T. 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?

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

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

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

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

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?

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

Wise Tax & Accounting Services, Inc.

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

Wise Tax & Accounting Services, Inc.'s tech stack includes Lua, Matomo, Caddy, Piwik, jQuery.

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

Insights

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