Hire Wiseman Tax & Bookkeeping for Tax Preparation, Payroll and Peace of Mind
Wiseman’s goal is to “maintain the highest ethical standards and carry out our tax and bookkeeping responsibilities with diligence, commitment and competence.”
Let the Experts at Wiseman Do Your Taxes!
More affordable than you think and worth every penny, Wiseman Tax & Bookkeeping is owned by Karen Wiseman, EA. The EA stands for Enrolled Agent, commonly referred to as “America’s Tax Experts.” In fact, Enrolled Agents are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. This is quite an impressive credential, as an EA’s license is not limited to individual states. They can represent and prepare returns in all 50 states. To stay on top of the ever changing tax code, Enrolled Agents must complete a significant amount of continuing education each year in tax. What this means to you, is that if you have a tax concern that you don’t understand, not only can Wiseman explain it, but with your permission, she can go as far as representing you in front of the IRS. This can be a huge relief for the thousands? millions? of people who receive confusing correspondence from the IRS each year. Many people find out that they owe money, but aren’t sure why. At Wiseman Tax & Bookkeeping, time is taken to explain what is going on in detail, doing the research and walking you through your options.
Additionally, Karen’s background includes many years as a Controller, Accounting Manager, overseeing Human Resources, and Payroll. Passionate about what she does, Wiseman took the extra steps to earn the NTPI Fellow designation, which means she has completed a three-level program of study that covers all facets of representing clients before the IRS. She is a member of the National Association of Enrolled Agents (NAEA), the current Membership and previous Audit Chairperson for the Florida State Enrolled Agents (FSEA), and is the President of the Suncoast Chapter of Enrolled Agents which is the local Tampa Bay chapter.
Expertise is important, but Karen Wiseman brings something else to the table! She is an approachable professional who has raised four children and understands what it’s like to have a family, to work hard, and to run a small business. On top of her experience and expertise, she is someone you can trust with your finances, someone who honors confidentiality to the highest degree, and she truly enjoys working with people.
How much easier would your life be, if you had someone like Wiseman on your team to comb through the tax maze? While many people dread tax season, Wiseman says, “I absolutely love working with clients to ensure they pay the least amount possible!” Adding, “I work with people who come in with all different kinds of situations. Some have years of unfiled tax returns, estate returns, they could have rental properties, they might be corporation owners, LLCs and sole proprietors with a shoebox full of receipts, we help them all through the process, and explain to them what their options are.”
Wiseman offers a free consultation to anyone who is interested in using their services, and encourages her clients to come in early and not wait until April. All new clients are interviewed to determine their tax situation and are required to include three years’ previous tax returns along with their paperwork. This allows Wiseman to see if there have been any items that should or will need to be carried forward.
Payroll & Bookkeeping Services
At Wiseman Tax & Bookkeeping, they take over the hassle and the burden of keeping up with the payroll and employer taxes, allowing you to concentrate on growing your business, whatever that may be. While many small businesses are in the throes of creating a business that is successful, they often miss the crucial details of keeping accurate accounting records. With Wiseman, small businesses can pay for their bookkeeping services on a monthly, quarterly, or on an asneeded basis, making it easy to stay on top of things.
Offering payroll services for small businesses or working with a third party on your behalf, Wiseman Tax & Bookkeeping will ensure that all quarterly returns are completed and filed on time, including payroll tax deposits. This can be a huge relief for small business owners and can save money in the long run.
Wiseman says, “The level of our involvement is geared to your individual business needs and reporting obligations.” Adding, “We conduct an extensive interview to get to know your business to determine what would work best for you.”
“Karen’s attention to details is unmatched,” states Russell L. of Florida Window Films. “As a small business owner she relieves the pressure of the small details that are so important to running a business. I honestly don’t know what I would do without her. She is always available via email or phone with quick, thorough and knowledgeable responses. I would absolutely recommend Wiseman Bookkeeping to anyone needing tax prep or bookkeeping.”
More than a one-time preparer, a real tax professional will work with you throughout the year, not just during tax season. They can advise you on planning issues, business assets, lease or purchase of vehicles, reasonable compensation and even health insurance. She says, “Many people who took part in the ACA Obama Care subsidy don’t realize that if they have a change in their income throughout the year, they need to notify Healthcare. gov to ensure there are no surprises at tax time especially if you are receiving a subsidy. The premium subsidy amounts are based on your projected income and family size for the year. If that changes, you could end up paying a portion of the subsidy back or not receiving enough throughout the year. This is all reconciled on your tax return.”
If you are looking for an independent bookkeeper, an expert in tax or someone to help you understand an IRS notice, call Wiseman Tax & Bookkeeping.
October 15th is the deadline to file all tax returns on extension for the 2015 season!
Wiseman Tax & Bookkeeping is located at 7747 Mitchell Boulevard, Suite C, in Trinity. For more information, visit www.wisemantax.com, or call 727-372-3244 to schedule your free consultation.