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Now accepting new clients! Book a 15 Min no-obligation call with us to discuss if we are the right team for you
New name but Same location, Same team and, Always the best service!
379 Jacklin Rd, Milpitas 95035(408) 929 0700
Now accepting new clients : Book a no-obligation call with us to discuss what we can do for you.
WealthWise Tax Advisors team is led by Pooja Gera. She has 20 years of experience in tax preparation, serving customers in the Bay Area. She is an IRS Enrolled Agent and IRS Certified Acceptance Agent in the Bay Area, servicing local clients as well as clients all over US.
Pooja is also a licensed insurance agent authorized to transact business for Life. She partners with Top Financial companies to implement effective solutions for individual and corporate customers.
Sr Tax Advisor & IRS Enrolled Agent
As dedicated tax professionals, I and my team approach each client's return with the utmost care and attention. My philosophy is to optimize your tax situation by ensuring that every dollar is accounted for and that you receive the maximum possible tax benefits, all while maintaining strict compliance with IRS regulations.
Why choose us
Why choose us
We understand the tax filing needs of Bay Area residents like no one else and it shows in the work we do, ask us for references
Receive customer service that ensures your questions are answered and your time is respected
Get flexibility of either in-office appointments, full-service remote filing using modern tools of trade or an experience anywhere in between that works for your busy lifestyle
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