Susan Alefi, EA

Accounting • San Diego, California, United States • 1-10 Employees

Company overview

Headquarters	16870 W Bernardo Dr, Suite 400, San Diego, California 92127, US
Website	taxwisepros.com
NAICS	5412
Keywords	Tax Planning, Business Tax Preparation, Personal Tax Preparation
Employees	1-10

Key Contact at Susan Alefi, EA

Susan Sima Alefi

Chief Executive Officer

Susan Alefi, EA Email Formats

Susan Alefi, EA uses 1 email format. The most common is {first initial} (e.g., j@taxwisepros.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@taxwisepros.com	100%

About Susan Alefi, EA

I help Individuals age 50+ earning $150K+ reduce their tax burden through strategic tax preparation and tax planning. At this stage in life, taxes are more than just a yearly task—they’re a key part of retirement, lifestyle, and legacy decisions. With over 30 years in the financial industry, I specialize in helping high-income earners: ✅ Prepare accurate, compliant returns ✅ Strategically reduce taxes before filing ✅ Plan Roth conversions before tax rates rise ✅ Avoid hidden costs like IRMAA and NIIT ✅ Align income, investments, and tax strategies This isn’t just about “getting your taxes done.” It’s about using the tax code to your advantage—intentionally. If you’re 50+, earning $150K or more, and wondering if you’re missing opportunities to save, it’s time for a second opinion.

Susan Alefi, EA revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Accounting industry and current estimated revenues	$273,776
Total funding	No funding