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.
Company Details
- Employees
- 1
- Address
- 16870 W Bernardo Dr,
- Industry
- Accounting
- NAICS
-
Accounting, Tax Preparation, Bookkeeping, and Payroll ServicesOffices of Certified Public AccountantsTax Preparation ServicesPayroll ServicesOther Accounting Services
- Website
- http://www.taxwisepros.com
- HQ
- San Diego, California
Susan Alefi, Ea Questions
Susan Alefi, Ea's website is http://www.taxwisepros.com
Susan Alefi, Ea's LinkedIn profile is https://www.linkedin.com/company/tax-wise-pros-llc
Susan Alefi, Ea has
1 employees.
View email and phone details for 1
employees at Susan Alefi, Ea.
Susan Alefi, Ea's industry is
Accounting
Susan Alefi, Ea's top competitors are
Uptown Discovery Group,
Ez File Now,
Pnl Advisory,
The Tax Planning Pros,
Olive Tree Growth Partners,
Elite Tax Solutions Ltd,
Placement Bazaar,
Flat Fee Consulting, Llc,
Hb Homecare And Staffing,
Teem Empire Consulting.
Susan Alefi, Ea's categories are Accounting
