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WHO WE ARE Specialized Accounting Services You Can Count On

Our tax advisors provide personalized guidance to help you navigate the ever-changing tax landscape and make informed decisions that positively impact your financial well-being.

Together, the team has more than fifty years of professional experience in tax planning and preparation. Our staff is available year-round to assist with all your tax needs.

Disclosure: Katrina Harrison and Greg Gonda are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by them is in no way related to Cetera Advisor Networks LLC or its registered representatives.

WHY LIFEWISE What makes us different
Tax Planning Services
medal 1 Our Size is Our Strength

With LifeWise Tax Advisors, you benefit from dealing with a small group of dedicated professionals that will be there when you need them.

Tax Planning Services
google-docs 2 Industry Expertise

Our professionals are committed to staying ahead of tax law changes that affect your personal and business taxes.

Tax Planning Services
partnership 1 Personalized approach

The foundation of our business is built on trust and long term relationships. We care about the work we do and prioritize exceptional service for our clients.

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Our Tax Process
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Tax Planning Services
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Initial Consultation
  • Share background
  • Discuss questions or concerns
  • Discuss pricing
  • Provide you with document organizer & engagement letter
Information Gathering
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Information Gathering
  • Secure portal enrollment
  • Collect signed engagement letter
  • Collect tax documents and organizer
  • Schedule appointment for review
Review and Submit
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Review and Submit
  • Review prepared tax return
  • Obtain signature for filing
  • Submit electronically when possible
  • Final invoice & payment
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Issue Resolution
  • IRS Issue Resolution: Assistance in handling tax notices, audits, and other interactions with the IRS for returns we filed.
  • IRS Representation: Representing businesses in dealings with the IRS, including tax audits, appeals, and dispute resolution for returns we filed.
Work with LifeWise Tax Advisors
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Broker/Dealer Disclosure

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.CeteraAdvisorNetworks.com.

 

Important Disclosures and Form CRS | Business Continuity Plan

 

Tax Disclosure

Tax and accounting services offered through LifeWise Tax Advisors. Tax and accounting services offered separately from Cetera Advisor Networks LLC, which does not provide tax or legal advice.

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