How many people can say they enjoy preparing taxes and managing finances?
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CPA Denise Alexander raises her hand. She likes the job so much that last year she bought TaxWise, a full-service tax, accounting and business consulting firm in El Dorado Hills. She and her staff help clients maximize refunds, balance the checkbook (personal and/or business) and handles those pesky letters from the Internal Revenue Service. They also offer payroll, succession planning and part-time CFO services.
Alexander compared taxes to a puzzle, one she likes to solve for her clients … no matter how complicated. With tax season in full swing, expect a lot of work ahead. However, Alexander and her staff won’t let a heavy workload get in the way of TaxWise’s commitment to customer service.
“I return all calls and e-mails within 24 hours,” Alexander said, “which I think is rare for a CPA.”
Explaining that commitment to great customer service, TaxWise’s website states, “Our high standards, service and specialized staff spell the difference between our outstanding performance and other firms. We make sure that every client is served by the expertise of our whole firm. Our primary goal as a trusted advisor is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.”
That approach has customers raving online.
“Didn’t know anything about this place or Denise Alexander (new owner) before using them for tax prep this year. We have a complicated filing with many unique considerations — and she didn’t bat an eye at it. With her insight and good advice, we saved a HUGE amount compared to previous years, and will definitely be bringing additional business here for years to come,” wrote client Conor McNulty.
Alexander began her accounting career seven years ago, explaining, “I wanted to understand my own taxes and I found I enjoyed doing taxes.”
She admitted that it’s not a career many people would embrace but Alexander’s always had an affection for numbers. She earned an economics degree in Berkeley and also enjoys success in real estate. Alexander, a Granite Bay resident, buys and restores residential property, turning the homes into rentals, and said she also enjoys decorating homes.
The decision to purchase TaxWise from owner Bob Wellman was easy — the business’ reputation is stellar and Alexander said she appreciates the community’s support. Buying her own business also allows Alexander to “be her own boss,” another great perk.
When she’s not thumbing through tax code or helping clients develop a solid business plan, Alexander spends time with her two children, ages 6 and 9, and traveling. She’s gone to Europe a few times and Hawaii.
TaxWise is located at 3840 El Dorado Hills Blvd., Suite 302, El Dorado Hills. For more information call 916-933-6545, visit taxwise.biz or e-mail firstname.lastname@example.org.