TAX PREPARATION AND PLANNING SERVICES
Tax Wise Pros, founded by Enrolled Agent Susan Alefi, EA, was built on care, integrity, and a holistic approach—helping clients navigate today’s tax needs while planning confidently for the future.
Welcome to Tax Wise Pros!
Tax Wise Pros, owned and operated by Susan Alefi, EA, was founded with the vision of providing a more thoughtful, strategic approach to tax preparation. We specialize in individual tax returns (Form 1040), federal and state filings, and trusts and estates. Our focus is not just on filing, but on helping clients plan for better tax outcomes over the long term.
As an Enrolled Agent, Susan is federally licensed to represent taxpayers before the IRS, and her clients’ best interests are at the heart of everything she does. Remote services are available to clients across the U.S.
Why I Started Tax Wise Pros:
After 30 years in the financial industry, I saw that most tax prep is rushed and transactional—focused on deadlines, not outcomes. People rarely get expert advice to improve their returns. I started Tax Wise Pros to change that, offering thoughtful, strategic tax preparation that helps clients plan ahead and keep more of what they earn.
Tax Preparation
Roth IRA Conversion Strategies
Remote Services Across US
Tax Planning Services
401(k) Strategies
And More!
Expert Tax & Financial Solutions You Can Trust, Get Started Now!
Managing taxes and financial planning can be complex, but our experts are here to guide you every step of the way.
MANAGING TAXES
PLEASE CONTACT SUSAN ALEFI, EA FOR TAX PREPARATION AND TAX PLANNING SERVICES
If you just want tax preparation and nothing more, that’s ok... give us a call. We will be careful, accurate, and we will provide a good price for great work!
And if you want tax preparation along with a more comprehensive long term planning approach, then that's where we shine the brightest!
