WealthWise Tax Advisors

Tax preparation in Milpitas, CA (show on map)

4.9

★★★★★

105 reviews

WealthWise Tax Advisors is a tax preparation and advisory firm in Milpitas led by Pooja Gera, IRS Enrolled Agent with 20 years of experience serving the Bay Area.

Call (408) 929-0700

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About

WealthWise Tax Advisors team is led by Pooja Gera. She has 20 years of experience in tax preparation, serving customers in the Bay Area.

She is an IRS Enrolled Agent and IRS Certified Acceptance Agent in the Bay Area, servicing local clients as well as clients all over US. Pooja is also a licensed insurance agent authorized to transact business for Life. She partners with Top Financial companies to implement effective solutions for individual and corporate customers.

20 years of tax preparation experience

IRS Enrolled Agent

IRS Certified Acceptance Agent

Licensed insurance agent

Accepts new clients

15-minute no-obligation consultations available

In-office, remote, or hybrid service options

Services

Tax Preparation & Filing

Tax preparation and filing for current year, past years, and amendments including ITIN services.

Current year preparation Past years returns Amendments ITIN applications and renewals CAA services

Tax Advisory & Consultation

Second opinion reviews and consultation on tax matters including home sale, business start, life events, and stock sales.

2nd Opinion Reviews Home sale planning Business start planning Life event planning Employee stock planning Estimated taxes Filing status optimization

Small Business Tax Preparation

Tax preparation for independent contractors, sole proprietors, LLCs, S-Corps, and C-Corps.

Independent contractor Sole proprietor Single member LLC Partnership LLC S-Corp C-Corp

IRS Audit & Notice Support

IRS audit and notice support for existing clients.

Audit representation Notice support

Retirement Planning & Life Insurance

Retirement planning and life insurance services in partnership with top financial companies.

Retirement planning Life insurance

Credentials & Certifications

IRS Enrolled Agent

IRS Certified Acceptance Agent

Reviews

Rating

4.9

★★★★★

Reviews

105

"They made the whole tax filing process very simple and seamless for me."

Frequently Asked Questions

What services does WealthWise Tax Advisors offer? +

WealthWise Tax Advisors offers tax preparation and filing for individuals and businesses, tax advisory and consultation, small business tax preparation for various entity types, IRS audit and notice support, retirement planning, and life insurance services.