Tax Planning

We can look into easing the tax burden by optimizing your corporate structure and analyzing whether paying you a dividend, a salary, or a blend of both makes sense. If your company’s going through a change or reorganization, we can work with you on the tax side of things. Or, if you’re planning an exit or sale, we offer support by handling the paperwork and analyzing the best approach to defer and minimize the tax burden. For our portfolio of clients, we also offer personal tax planning and handle returns. All with the goal to keep you as lean and mean as possible for after-tax cashflow.

Why Companies Like Yours Choose Wisdom Advisors

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Dedicated Accountants

Your focus should be on growing your business, plain and simple. Our focus is your success, which means we need to be accessible and responsive. We make sure that a quick turnaround for any accounting or tax question is a top priority.
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Automated and Paperless

Filing folders, cabinets, shoes boxes… time to forget them. Your team of virtual accountants uses smart tech that automates parts of the accounting process, which means everything is totally paperless. Less work, less waste, and less harmful for the environment.
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Pain Free Accounting

Is that even possible? Yep – our approach combines cutting-edge tech with industry expertise, which means we’ve kicked all the complicated, sluggish parts of old-school accounting to the curb.
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Fixed Pricing

Our focus is on quality, not how many hours we can spend on a deliverable. In turn, you pay for a result, not for time spent.

Get Started

Let’s get to know each other – fill out a simple online questionnaire and we’ll schedule a free Zoom call. We’ll get to know your business better, and explore whether we’re the right fit for one another.

If we decide to work together after our discovery call, we’ll have a second free call to walk you through our process, familiarize you with the apps we use, and discuss a plan that’s tailored to your company’s needs – both for the immediate and the future.

Onboarding can be a little scary, but we’ll handle the process from A-Z for you. We’ll introduce you to your new team of dedicated accountants, then give you a little refresher on how the process works and how to use the different technologies. Now’s when things really take off: we start handling your day-to-day accounting so you can focus on growing your business.

Our goal is to continually make improvements to our process to best meet your company’s needs. Over the first few months we’ll check up regularly to ensure you are fully comfortable with the new setup, and make any necessary tweaks to make sure things are as efficient and lean as possible.