WealthWise Tax Advisors

Pooja and Wealthwise tax advisors team deserves 7 stars but it is unfortunate that Google only allows five stars. Pooja has been helping me with my taxes for the last 15+ years. I feel so happy that she decided to start her own tax advisory firm. She was awesome when helping me as part of another tax firm for the past 15 years. Now that she is the owner of WealthWise Tax Advisors, I feel Pooja and her team are even more enthusiastic to help their clients. You get amazing client service. They are metic

Pooja and her team have been invaluable in handling our tax filings for 7+ years. Pooja's extensive experience and insightful advice consistently make the often-daunting tax process significantly easier and less stressful. She is exceptionally approachable and patiently addresses all our questions with clarity and expertise. What truly sets Pooja apart is her proactive approach ? she goes the extra mile to provide tailored advice on financial steps we can take throughout the year to optimize our tax situati

Pooja at WealthWise Tax Advisors has been assisting me with my taxes for over six years now, and my experience has been exceptional. From scheduling an appointment to filing my income taxes, the process has always been smooth and professional. Pooja is highly knowledgable, friendly, and efficient, especially when handling complex tax filings. If you're looking for a professional and reliable place to file your taxes, look no further. I look forward to continuing my tax filings with Pooja and WealthWise Tax

Have been working with Pooja for my taxes for the past few years. Pooja has been very approachable with all my general and specific tax questions anytime during the year. She's also very clear in her explanations on how tax will be computed, and provides suggestions on ways one can save on taxes. Will definitely recommend her.

A Truly Outstanding Experience with Pooja! I can't express how grateful I am to have found Pooja to help with my taxes. From the very first interaction, she made me feel comfortable and at ease, taking the time to understand my situation and providing guidance every step of the way. Pooja?s knowledge and attention to detail are unmatched, and her warm, caring approach made a typically stressful process feel effortless. What truly stands out is how much she genuinely cares about her clients. She made sure

Pooja came highly recommended by my brother, and she truly lived up to that endorsement. I had a complex tax situation last year, and she expertly navigated it, including helping me with my amendments. Her guidance made the process seamless, which is why I chose to continue working with her this year. What stands out most is her efficiency. She handles everything with clarity and ease. I truly appreciate her services and look forward to continuing our work together.

We've been working with Pooja since 2005, and that fact alone should speak volumes about the incredible service she provides. Over the past two decades, she has consistently gone above and beyond in helping us with our taxes. Her dedication, professionalism, and deep understanding of tax laws have made what could be a stressful time of year into an easy, even enjoyable, process. Pooja is the ultimate professional?meticulous, knowledgeable, and genuinely invested in her clients. She always takes the time to

We have known Pooja from WealthWise Tax Advisors for last 7 years and have been getting our taxes filed through her since then. We must say she is an excellent tax advisor and has been a great help to us for all these years. She is very knowledgeable on the complex tax matters and very responsive to all our queries. Her work is high quality and we recommend her for all tax related consultations.

I've relied on Pooja for my tax needs for the last six years, and she has always been incredibly reliable and knowledgeable. My financial situation is often complex and evolving, and Pooja has a talent for demystifying the process, clearly explaining my obligations, and outlining the best strategies for me. I trust her completely with my finances. I wholeheartedly recommend WealthWise Tax Advisors for your tax needs!

This is a great establishment for anyone who's looking to get their tax done. Pooja and her staff are amazing to work with and are very knowledgeable about every small detail that may be overlooked by others. I would highly recommend everyone to use WealthWise Tax Advisors to anyone - whether you have been filing taxes on your own or through another agency or this is your 1st time.

I've had the pleasure of working with Pooja Gera from WealthWise Tax Advisors for the past seven years, and my experience has been nothing short of outstanding! She is incredibly patient, always taking the time to address all my questions thoroughly. Their user-friendly software allows me to upload my documents in advance, making the entire filing process seamless. Since everything is handled online, tax filing day is smooth and stress-free. I highly recommend WealthWise to anyone looking for a convenient,

I had an extremely seamless experience working with WealthWise Tax advisors. Pooja has been helping me with Tax prep for over a decade and I find her tax service to be highly knowledgeable and efficient. Highly recommend it.

I've been working with Pooja for around five years now, and I can't recommend her highly enough. Every year, she makes the tax filing process smooth, efficient, and surprisingly stress-free. One of the things I appreciate most about Pooja is how well-read and up-to-date she is with current rules and regulations. She always comes fully prepared for our appointments, which makes the entire process incredibly efficient and respectful of my time. She's also extremely approachable and never hesitates to answer

Pooja has helped filed my taxes for the last 6 years and is the best tax consultant I've ever worked with (especially with double state tax). She proactively provides advise on how to better plan for taxation. Easy to set up a consultation (remote option available) and the filing happens within the hour you've set up to file. 10/10 recommend.

I have been the customer of Pooja from last 6 years. She is very prompt, knowledgeable, and understands the taxation rules very well. I strongly recommend her. Thanks Pooja for taking care of my taxes every year.

I've been filing my taxes with Pooja Gera since 2010. Pooja & her team at WealthWise has been stupendous & prompt in handling complex tax filings. Pooja not only has in depth knowledge on US taxation & laws, but she can answer India and US combined taxation questions as well. She is extremely thorough, educates you with reasoning, walks you through the entire file before filing and her SLOs to respond back to the queries are way under 24hrs! This is the 15th tax filing season with Pooja and not a single hi

Pooja is amazing! I've had her do my federal and state taxes for some years and she is a delight to work with. Doing taxes used to be a source of considerable stress for me; since I've started working with Pooja, that stress has simply evaporated: I send my docs to her and she just takes it from there; and I get a nice refund at the end of it all! I highly recommend working with Pooja.

Pooja has been helping me fill my taxes since 2016. She is super resourceful and helps in understanding the taxes and splits in details and also makes sure that I understand everything before filing my taxes. She is always prepared for the meeting and already has a lot of knowledge on filing complicated taxes for me being a California resident.

I have been using Jackson Hewitt Milpitas for around a decade but decided to go with WealthWise Tax advisors this year. I must say I made a good decision. They are very professional. They made the whole tax filing process very simple and seamless for me. I can't wait to receive my huge refund that Pooja helped to maximize. I'm grateful to them for their great service and look forward to filing my taxes with them again next year.

Several years ago, Pooja Gera saved us thousands of dollars in a tax bill. Since then, due to her expertise, we get a nice refund every year. We always recommend her to our family and friends. Look no further than Wealthwise Tax Advisors when it comes to your tax or financial business.

I had a fantastic experience working with WealthWise Tax Advisors. They were professional, thorough, and made the entire tax filing process seamless. I truly appreciated their attention to detail and clear communication throughout. My tax return was filed on time with no issues. Highly recommend their services for anyone looking for reliable and efficient tax assistance!

We have been Pooja's client for the last 15 plus years now. Pooja is very efficient and very respectful of everyone's time during a busy Tax season. And she is very sharp about asking all the right questions so that no back and forth happens. Pooja also gives inputs on things that help with deductions. All Tax seasons Pooja has had our back and we will always choose her business for anything Tax and wealth related consultations. Thank you Pooja !

Pooja did a great job yet again, she has been doing my taxes for some years now, I have worked in tech for about 15 yrs, she is professional, polite, and most importantly knows her business , tax code changes and how to best service customers. I would highly recommend her regardless of your position, CEO, or IC

I have been working with Pooja Gera from WealthWise Tax advisors for over a decade and my experience has been simply excellent! They are so friendly, knowledgeable and efficient! My property investments and itemized tax deductions are complex to say the least. Yet, Pooja patiently works with me towards the end of the year to estimate my taxes and plan for the same with elan. As a result, when she helps me actually file the taxes, I am pleasantly surprised by the tax returns I get back! Their software provid

Pooja made filing taxes stress-free and efficient. Professional, knowledgeable, and saved me money on my return. Highly recommend for anyone looking for reliable tax preparation services!

WealthWise is amazing!! It was very easy to schedule an appointment and we could do it virtually! Pooja is the best, I would highly recommend you see her! She is extremely knowledgeable and was able to answer my questions objectively!! Do yourself a favor and get your taxes done at WealthWise Tax Advisors!

Pooja is amazing at what she does. She has been helping me with my taxes for almost 10years now and I have full confidence in her expertise. Highly recommended.

Pooja & her team has been helping us now for past few years - very knowledgeable, detailed. Highly recommended for tax filings.

I've been filing my taxes here for nearly 8 years without any issues. The service is accurate, efficient, and incredibly friendly. They ensure everything is done correctly, giving me peace of mind every tax season. Highly recommended for anyone looking for reliable and hassle-free tax filing!

Pooja and her team have helped us with our taxes since 2019. Our experience with them has be exceptional! We highly recommend them to everyone.

Great experience working with WealthWise Tax Advisors. Pooja is the best CPA who helped us throughout this process. I really appreciate all the help. Thank you.

I have known Pooja and going to her for taxes for over 10 years and it has always been a smooth experience.Never had any issues all these years with my taxes.I would highly recommend Pooja and her services with anything tax related.

Pooja has helped with my tax preparation for over ten years, highly recommended, always fast and efficient and careful with details - flexibility on doing things async/remote helped a lot. Highly recommended!

I do my taxes with WealthWise Tax Advisors. They are team of professionals, conveniently located near 680. Taxes are done entirely paperless. They have a convenient portal where you can upload your stuff and then meet with them to finalize. Everytime I am done in less than 30 minutes. There are ever changing rules. In reality you cannot keep up with them. And you need a pro for the best returns. Highly recommend them. Try for yourself.

They charged me $699 even if the tax returns were not filed with them, it is in the forms that I signed so they are covered. I however got same or better results from TurboTax and I did not get accurate estimates of the costs or the estimates of tax liability before the appointment, otherwise I would not have proceeded saving my and theirs time.

I have been going to Pooja for over 5 yrs. Pooja is so efficient and knowledgeable. She walks you through every step and is always available to answer any questions you have. I highly recommend.

Have been working with Pooja since we moved to US and it was really nice experience, She is knowledgeable and does perfect job, clearly explain the details, helped with obtaining ITIN for kids.

Pooja is awesome! Very good experience over the years I have been using her services. Thanks Pooja and Good luck!!!

I recently worked with Pooja, she is very friendly and got great knowledge on tax filing. I recommend her for your tax filing.

Pooja excels at being prompt, accurate, and extremely responsive to her clients. Been going for 5+ years now and recommended my whole family to her ;)

Thank you, Pooja & WealthWise team, for your great support in filing my taxes! I truly appreciate your expertise and effort in making the process smooth and hassle-free.

I highly recommend WealthWise Tax Advisors and Pooja for all our tax needs. I have been working with them for many years and excellent service.

Have worked with Pooja for years now and wouldn't trust anyone else with my taxes. She's so diligent and always on top of everything.

I had a great experience with WealthWise Tax Advisors. Truly appreciate their attention to detail and clear communication. Definitely recommended!!

Amazing service, great attention to detail and helping as always. Pooja was very thorough and of great help. Thank you for always taking care of our asks :)

I do my tax filing with Pooja since years. Very competent and trustworthy. Thumbs ??

The WealthWise team is amazing! They are so helpful and reliable. Will come back again next year. Thanks!

Absolutely the best way to file, great performance and knowledge staff