Tax Wise Pros, LLC

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About

Navigating taxes with expertise and care to optimize your tax situation, backed by over 25 years of experience in the financial industry as a Wealth Management Advisor. ~Susan Alefi

Overview

Hired 1 time

Background checked

License verified

2 employees

2 years in business

Business hours

SunClosedMon9:00 am - 4:00 pm

Payment methods

This pro accepts payments via Cash, Check, and Credit card.

Social media

Facebook, Instagram

Credentials

License verified

Broker (Securities)

License state: CA

Background checked

Passed by Susan Alefi on Mar 4, 2025.

Services offered

Service needed

Annual tax filing

Quarterly tax filing

Other tax consultation

Filing status

Sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Annual revenue

$100K - $500K

$500K - $1M

$1M - $5M

$5M - $10M

Projects and media

Reviews

Customers rated this pro highly for work quality, professionalism, and value.

Exceptional 5.0

13 reviews

5

100%

4

0%

3

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1

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Read reviews that mention:

Jennifer B.

Apr 14, 2024

•

From Google

Susan has been my financial planner for over 20 years. We review my investments at least once a year, and we figure out what is best for my family together. Susan is always available when I have a question. She is a pleasure to work with!

Karen H.

Apr 11, 2024

•

From Google

It has been my pleasure working with Susan over the past few years. She truly cares about the financial needs of her clients and always gives it her all. She is extremely knowledgable and treats me like family. I am so grateful to have her for my financial advisor.

Judith P.

Apr 10, 2024

•

From Google

My husband and I have worked with Susan for many years and she has managed all our assets. We feel very fortunate to have found a person we trust implicitly who has excellent financial skills

Karen B.

Apr 9, 2024

•

From Google

Susan Alefi's 30+ years experience, knowledge, hard work, professionalism and warm, friendly personality is a perfect fit for me. She is easy to work with, accommodating my schedule and clearly communicates, answering my questions and explaining when I don't understand. She has helped me move my financial portfolio from my previous institution that I felt just wasn't paying attention to my account, to her company "Serenity Financial Planning". Susan has "cleaned up" my portfolio and invested me in financial products that are making me significant gains already in a short time. Susan was truly the answer to my prayers just when I really needed help. I trust her explicitly, you can too. You won't be disappointed.

garry Y.

Apr 8, 2024

•

From Google

I have been with Ms. Alefi since she started in the San Francisco Bay Area. Well over 25yrs now. She is very knowledgeable and has always been looking out for my best interest. She is easy to communicate with and if she doesn't have the answer to your questions, she will find it for you. Now that I'm nearing retirement, I know I will be in good hands.

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
New customers are eligible for a 10% discount. Kindly inform us using the code: NEW2025.
What is your typical process for working with a new customer?
We are dedicated to achieving unparalleled customer satisfaction by seamlessly blending efficiency with the delivery of expert advice.
What education and/or training do you have that relates to your work?
With over 30 years entrenched in the financial industry, my expertise extends to optimizing tax planning strategies to yield improved tax outcomes, providing added value to clients.

Tax Wise Pros, LLC

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