Wiser was founded in 2018 by Richard Young, EA. Richard began his career in Wealth Management finding a better impact with his effort could be accomplished by planning and strategizing tax savings for his client’s money whether it be earned by their businesses or the various fund managers. With more of an engineering mindset, he’s determined to find which tax strategies maximize their impact with a continuous desire to learn, far exceeding annual educational hours required by the IRS as well as expanding his scope of knowledge into specialized topics.
Since inception, our mission is to provide expert service with a personal touch to build long lasting relationships with our clients and provide them with all the tools and knowledge they need to be successful. We were founded to have 5 core values Integrity, Accountability, Perseverance, Ambition and Respect.
Way too often accounting professionals find themselves overworked and underappreciated leaving a gap between their skills and client expectations. We thrive in being our client’s most trusted advisor making it a two-way street of sharing success with our clients while watching them grow. We look deeper into their overall scope of work past, present and future so they can avoid costly mistakes that will hinder their success.
With today’s ever-changing markets we utilize best-in-class accounting software to ensure that we are equipped at every turn to provide our clients with the most efficient and trusted tools available so that they can spend more time and focus on their business.
