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Smart Tax Planning Is The Key To Financial Success
At Tax Wise USA, we help business owners and real estate investors like you stop overpaying on taxes. The time, effort, and risks you’ve taken in your ventures shouldn’t be undermined by excessive tax bills.
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Many business owners and real estate investors are too busy to spot tax-saving opportunities. That’s where we come in. Our team of CPAs, Financial Advisors, Estate Planners, and Tax Experts works together to create customized strategies using advanced tax codes used by the wealthiest people in the United States.
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Curious why millionaires pay so little in taxes? It’s because they work with us. Let Tax Wise USA help you save more, year after year.
Our Three Step Program simplifies saving on your taxes, ensuring you never miss an opportunity
1
​Easy Enrollment
Getting started is effortless. Simply fill out a brief questionnaire and upload your tax return from last year. This straight forward process lays the groundwork for creating a personalized tax strategy tailored to your business.
2
Full Spectrum
Tax Analysis
We combine cutting-edge technology with expert tax professionals to thoroughly evaluate your business's unique circumstances. The customized assessment uncovers key opportunities to reduce your tax burden.
3
Tax plan Implementation
We develop your strategic tax plan tailored to your business's needs, outlining actionable steps to help you retain more of your hard earned money. Participating in your scheduled session and staying involved during implementation are crucial for success!
Why Choose Us?
Tax Planning Specialists
Unlike CPAs who focus on filing taxes, we focus on creating proactive strategies to minimize your tax burden and optimize your financial future.
Clarity and Simplicity
We make complex tax rules easy to understand, empowering you to make confident financial decisions.
Client-Centered Service
your success is our priority. We pride ourselves on accessibility, responsiveness, and a commitment to building long-term relationships.
Transparent Communication
Complex tax jargon? Not here. We break down strategies in clear terms, empowering you to make informed decisions.
Forward-Thinking Approach
Our focus is on the future. We identify opportunities to help you save money year-round, not just during tax season.
Proven Results
From reducing liabilities to increasing refunds, our proven methods have helped clients retain more of their hard-earned money.
Testimonials!
$8 million 1031 exchange in Maryland for Steve K.
“Andy Lee was instrumental in assisting us with our last 1031 transaction. Since we had some experience with prior 1031 transactions, Andy simplified the process of locating suitable replacement properties, closely monitored the 45-identification deadline and was able to effectively communicate with the property owners regarding placement of our client’s 1031
proceeds. The complexities of the 1031 transaction were eliminated due to his excellent relationships with the property owners and his ability to get timely updates. Without Andy to help us and guide us, our last 1031 transaction would not have been accomplished.” - Steve K.
$350,000 Apartment 1031 in Oregon for Hugo G.
“Andy understands the suitability aspects of a client. He knows how the different taxable portions of a transaction work and how it affects the overall outcome. A 1031 exchange is not always the best solution for every client scenario. Communicating the potential positives and pitfalls of the unique types of transactions includes considering half a dozen other IRS codes that may affect the transactions tax hit. We looked at several options including a combination of multiple codes together in a blended portfolio and while we chose the 1031 as a single transaction, the research put into combining those codes and searching for the most favorable tax benefit, was well worth my time in hiring Andy to assist in executing this real estate transaction. His due diligence skills and decades of experience in the real estate exchange market is second to none.” - Hugo G.
$425,000 Farm Land Exchange in Texas for Sal C.
“As a CPA one of my clients needed quick assistance with a farm land sale that had a 50% step up in basis as part of an AB Trust situation. The property was closing in less then a week. I was way too busy with
taxes to deal with a time sensitive transaction that I had no experience in. I was referred to Andy and gave him a call asking him that he handle the whole trans-
action. I was impressed that he jumped into action and developed a great repartee with the clients. The clients were comfortable enough with his recommendation and after they ran it by me, I felt confident I would be keeping Andy's name is my rolodex for future client, business and real estate transactions.” - Sal C.
CONTACT US!
Office:
204 South 4th St, Dover ID 83825
Phone:
(844) 769-4846
Hours:
Monday-Friday 9-5pm
