WealthWise Tax Advisors

Financial Services • Milpitas, California, United States • 11-20 Employees

Company overview

Headquarters	379 Jacklin Rd, Milpitas, California 95035, US
Website	wwtaxes.com
NAICS	52
Keywords	LLC, ISO, RSU, 1040, Tax Filing, Tax Advising, Schedule C, Schedule D, Schedule E, Espp, Stock Options, Ev Credits, NQO, Schedule A, Schedule B, Sale Of Home
Founded	2001
Employees	11-20

Key Contacts at WealthWise Tax Advisors

Pooja Gera

Sr. Tax Advisor/Owner

Susan Carter

Chief Executive Officer

WealthWise Tax Advisors Email Formats

WealthWise Tax Advisors uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@wwtaxes.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@wwtaxes.com	100%

About WealthWise Tax Advisors

We are a passionate team to help you optimize taxes, invest in yourself and build lasting legacies of wealth and opportunity. Tax planning is often neglected when it comes to equity compensation. Most companies treat RSUs as supplemental income, which means withholding much less tax. This gap can result in tech employees owing substantial amounts to the IRS after a vest. Though there are many tax instruments that can benefit tech employees, finding an accountant who can structure a tax plan around equity compensation can be difficult. We served 15K+ tech employees in Silicon Valley for over the past decade. We help you with individual income tax preparation and planning. We enable you to take the most informed decisions around option exercises and share sales. Our Expertise: Tax guidance. Tax optimization. Employee stock options. Immigrants with cross-border tax considerations. Our Values: Trust Customer Happiness Team Happiness We understand your busy life. We offer flexibility of either fully remote tax filing or in-person appointments or anywhere in between, using modern digital tools of the trade - all tools that you are accustomed to !

WealthWise Tax Advisors revenue & valuation

Annual revenue	$1,368,880
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,400,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Head

Employees by Department

WealthWise Tax Advisors has 4 employees across 4 departments.

Departments

Number of employees

Funding Data

WealthWise Tax Advisors has never raised funding before.

Frequently asked questions

WealthWise Tax Advisors is located in Milpitas, California, US.

WealthWise Tax Advisors was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

WealthWise Tax Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at WealthWise Tax Advisors

Pooja Gera

Sr. Tax Advisor/Owner

Susan Carter

Chief Executive Officer

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