Wisdom Investments, Inc.
 
Helping you make smart decisions with your money.

Helping you make smart decisions with your money.

Tax Services

Tax services provided by Wisdom Investments include tax planning and tax preparation.  Tax planning services are offered only to clients for whom tax returns are prepared.

Tax services provided by Wisdom Investments include tax planning and tax preparation.  Tax planning services are offered only to clients for whom tax returns are prepared.
 
Tax planning and tax preparation is billed at a cost of $175.00 per hour plus an overhead charge of $80.00.  Fees may be waived or reduced at the discretion of the advisor. 
 

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