Tax & Financial Services
Streamlined Bookkeeping and Tax Support Through SBS and Wise Above Consulting Partnership
SBS is proud to collaborate with Wise Above Consulting to provide clients with comprehensive financial support. While bookkeeping services remain independent, this working relationship ensures accurate, up-to-date financial records are readily available for tax preparation and strategic planning. Together, we help clients stay organized, compliant, and better prepared for financial decision-making.
Tax & Financial Services
At Wise Above Consulting, we do more than prepare taxes—we help you understand them. We collaborate with you to bring clarity, peace of mind, and confidence to your financial journey. Whether you’re trying to catch up on filings, plan for tax season, or build a strategy for long-term financial health, we’re here to guide you step by step. Our goal is to simplify the process, help you feel informed, and give you the tools to make empowered financial decisions.
Our Offerings
Tax Preparation for Individuals
Filing taxes doesn’t have to feel overwhelming. We take the time to walk you through your return, answer your questions, and make sure everything is filed correctly and on time. Whether you’re dealing with multiple income sources, life changes, or just unsure where to start, we’ll make it simple and stress-free—while helping you understand what’s being filed and why.
Tax Preparation for Business & Nonprofits
If you’re running a business or nonprofit, you already have a lot on your plate. We’re here to take the pressure off when it comes to taxes. We help you stay compliant, organized, and aware of what’s happening financially—so you’re not left guessing or scrambling. You can expect personalized support and honest advice that’s focused on helping your organization stay healthy and grow.
Individual Tax Planning
Life changes, and your finances change with it. We help you stay one step ahead by creating a plan that fits your goals and lifestyle. Whether you’re switching jobs, growing your family, or saving for the future, we’ll help you understand how it all affects your taxes—and what you can do now to set yourself up for success later. It’s about having a plan, and someone you trust to walk you through it.
Business Tax Planning & Strategy
Taxes don’t just happen once a year—so we help you plan for them all year long. We work closely with you to understand your business and help you make informed, strategic decisions that reduce stress and save money. Whether you’re expanding, hiring, or making a big move, we help you stay prepared and educated, so you always feel in control of your business finances.
Personal Tax Resolution
Getting letters from the IRS or falling behind on taxes can feel scary—but you don’t have to face it alone. We approach every situation with compassion and understanding, helping you create a clear plan to resolve the issue and move forward. We’ll explain everything in plain language, take it step by step, and advocate for the best outcome on your behalf. Our goal is to give you peace of mind, not more paperwork.
Financial Planning
Financial Planning for Individuals
Managing money can feel complicated, but it doesn’t have to be. We sit down with you to map out your goals—whether that’s building savings, managing debt, or preparing for retirement—and create a plan that actually works for your life. We’re here to explain things in a way that makes sense, check in regularly, and help you feel confident about your future.
Financial Planning for Business
We’re passionate about helping business owners build something solid and sustainable. That means planning ahead—not just reacting. We help you understand your numbers, plan for growth, and make smart financial decisions along the way. You won’t just get spreadsheets—you’ll get a partner who wants to see you succeed and supports you with every move you make.
Income Protection for Business & Individual
Your ability to earn an income is one of your most valuable assets. We help you protect it. Whether through savings strategies, insurance options, or planning for the unexpected, we work with you to create a safety net that supports your life, your family, or your business—no matter what comes your way. It’s about giving you peace of mind and helping you feel secure in your future.
Note: Wise Above Consulting may collaborate with other independent bookkeeping professionals or businesses for service referrals or project support. While we may be affiliated for specific service coordination, all tax preparation, tax planning, and financial planning services provided under Wise Above Consulting are solely the responsibility of Wise Above Consulting.
Any decisions, advice, or outcomes related to these services are not the responsibility of our affiliated company SBS. Clients should direct all questions or concerns regarding tax and financial matters to Wise Above Consulting directly.