Alisa Wilhelm Email & Phone Number

As a seasoned tax professional and successful franchisee, I have developed a passion for project management and process improvement. With over 10+ years of experience in the tax industry, I have demonstrated expertise in preparing individual and small business returns, advising clients on tax situations, and troubleshooting software issues. As a former franchise owner, I am also skilled in managing all aspects of running tax offices, from hiring and training staff to local marketing and budget setting. I have honed my ability to communicate effectively with stakeholders, identify and mitigate risks, and create actionable plans that align with organizational goals.My expertise in tax analysis allows me to navigate complex regulatory environments and develop comprehensive strategies that optimize financial outcomes. I have a proven track record of successfully leading tax compliance initiatives, managing audits, and providing strategic advice to clients on tax-related matters.Throughout my career, I have built strong relationships with clients, partners, and team members, and I am committed to fostering a collaborative work environment that encourages creativity and innovation. With a passion for delivering results and a keen eye for detail, I am confident I can contribute to any project team.My Core-Competencies include but are not limited to the following:⇒ Tax preparation and planning for individuals and small businesses⇒ Franchise management and operations⇒ Project management and process improvement⇒ Local marketing planning and execution⇒ Budget review and planning⇒ Software troubleshooting and technical support⇒ Public speaking and presentation skillsIf you are looking for a results-driven project manager with a deep understanding of tax analysis, please don't hesitate to reach out to me. I look forward to connecting and exploring potential opportunities.

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  Appalachian State University

  Business Administration