Taxwise Services

(619) 365-8226

4635 Louisiana StreetSan Diego, CA 92116 map it »

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Business overview

Service Area

  • Clairemont
  • College Area
  • Downtown
  • El Cajon
  • Hillcrest
  • Kensington
  • La Jolla
  • La Mesa
  • Miramar
  • Mission Bay
  • Mission Valley
  • Ocean Beach
  • Old Town
  • Pacific Beach
  • Point Loma
  • Sunset Cliffs
  • Tierrasanta

Accounting & Financial

  • Accounting for Individuals
  • Bookkeeping
  • Business Accounting & Planning
  • General Accounting Service
  • Reporting & Statements
  • Small Business & Start-up Services

Tax Services

  • Business Tax Returns
  • Delinquent Tax Returns
  • Electronic Tax Filing
  • Estate & Trust Tax Returns
  • Forensic Accounting
  • IRS Matters & Government Audits
  • Non Resident Tax Returns
  • Payroll Tax Returns
  • Sales Tax Returns
  • Tax Planning
  • Tax Return Preparation

Industry Specializations

  • Architects
  • Automotive
  • Construction
  • Financial Services
  • Internet & Software
  • Manufacturing
  • Publishing/Media
  • Real Estate
  • Restaurants
  • Retail

Designations

  • Enrolled Agent

Kudzu's "Best Of" Winner

2012

Credentials

Enrolled Agent (EA), Enrolled to Practice Before the IRS; Member of Calif. Society of Enrolled Agents (CSEA) and Nat'l Assoc. of Enrolled Agents (NAEA).

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00pm
  • 5:00pm
  • SAT
  • SUN

* By Appointment Only

Payments Accepted

  • Cash Only
  • Personal Checks

Year Established

1985

Languages Spoken

  • English

Reviews

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Perfect 10, 3/08/2013

Billy really REALLY likes his work. He is dedicated to staying ahead of the ever-changing tax code and takes lots of classes to be sure he stays there. He is meticulous in his return preparation and... data storage. And he's a super-nice person to boot. I am delighted with Taxwise and wouldn't even consider using anyone but Billy for my return. A+.

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The Best In The Business!, 7/03/2009

If you are looking for the best then look no further because this guy is great! Billy specializes in helping business with their taxes and accounting. When I started out looking for help with my... business' taxes and accounting I searched everywhere and talked to a lot of accountants. One of the first thing Billy said to me was that he could help me with everything I asked for help with and that everything would be done by the book. No funny stuff and totally upfront and honest. He also promised to keep the cost of his help as low as possible. I have now been working with him for the last six months and totally impressed! He has offered tons of great business advice and got my business on the right track. His cost are also half of what my last accountant was and a thousand times more reliable and helpful. His helper Felix is also great!

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Reviews

Scrutinizing

Reviews: 4

Perfect 10

Billy really REALLY likes his work. He is dedicated to staying ahead of the ever-changing tax code and takes lots of classes to be sure he stays there. He is meticulous in his return preparation and data storage. And he's a super-nice person to boot. I am delighted with Taxwise and wouldn't even consider using anyone but Billy for my return. A+.

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shawn1974

Reviews: 1

The Best In The Business!

If you are looking for the best then look no further because this guy is great! Billy specializes in helping business with their taxes and accounting. When I started out looking for help with my business' taxes and accounting I searched everywhere and talked to a lot of accountants. One of the first thing Billy said to me was that he could help me with everything I asked for help with and that everything would be done by the book. No funny stuff and totally upfront and honest. He also promised to keep the cost of his help as low as possible. I have now been working with him for the last six months and totally impressed! He has offered tons of great business advice and got my business on the right track. His cost are also half of what my last accountant was and a thousand times more reliable and helpful. His helper Felix is also great!

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moore81

Reviews: 1

Very professional

I found Taxwise Services on Kudzu and trusted the reviews. He was great! Got me in quickly and was very efficient, professional, and thorough with all of my taxes. Reasonably priced as well! Thanks so much!

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Unicorn6

Reviews: 1

Satisfied First Client

Highly recommended! Very professional and thorough tax preparer. Also answered all of my questions with good information and ideas for future returns. Will definitely use in future years.

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mrdbm1

Reviews: 6

Very poor reception

I Called this business seeking a new tax counselor and requested a conference to see if we could work together. His response was that he could gleen all of the information necessary over the phone and a face to face was unnecessary. This seems quite ridiculous since tax returns are not to be taken lightly. Very poor customer service - I will definitely go elsewhere. Mrdbm PS. Seems strange that all of the Kudzu reviews are reviewing only that business - does solicitation come to mind?

Taxwise Services replied on 01-24-2008

I'm sorry that this caller seemed to think that I was being rude or uncooperative. The caller wanted to come in the next morning and meet with me -- unfortunately, I was not available then (admittedly, I should have stated this more clearly -- I'll admit fault there). I offered to answer any questions via phone as a way for him to decide if we might be a good fit. Also, the caller had contacted me on 11/8/07 to ask questions, and my sense then was that he wanted to be more aggressive with the tax laws than I would be. That's fine, but my initial thought was that we might not be a good fit. I take preparing taxes very seriously (as does the caller) and I meet with clients in person at an appointed time. Regarding the number of reviews, I would suggest the caller contact each one individually for verification. I do not appreciate the suggestion that something is false or dishonest concerning my reviews. I have learned in 23 years that you cannot satisfy everyone even though I try, and I wish this caller good luck in finding a preparer to his liking.

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ppbcup

Reviews: 1

Great service and expertise!

Billy's service and knowledge are invaluable! He is a wonderful asset to have a tax time. He is organized, efficient, friendly, and very knowledgeable.

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shamiel79

Reviews: 1

Taxes Done Right!

My husband and I had a wonderful experience working with Taxwise Services. Billy Edgemon is highly qualified and very thorough in all of his processes. He clearly defines your options and the paperwork you are signing. You can rest at ease knowing that your taxes are done accurately. Centrally located in San Diego...a big plus! We would highly recommend to anyone!

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nptrophy

Reviews: 1

Excellent Service

We hired Taxwise Services for our business in 1995. They provide first rate service at a reasonable price. We were so impressed with their professionalism that we quickly hired them to attend to our personal income taxes as well. Over the past 11 years they have taken very good care of us and always provided sound, honest advice. Thanks to their integrity, we look forward to a business partnership for many years to come.

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zeusman

Reviews: 1

Efficient and Dedicated Tax Services

Billy Edgemon of Taxwise Services has been preparing my returns for serval years now. He makes the annual tax filing process quick and painless. He is thorough in making sure my returns are done with the most accuracy. He also is available throughout the year to answer tax strategy planning questions.

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VerdaSLAH

Reviews: 1

When Only The Very Best Will Do ---- 5+ stars!

I have been an extremely satisfied "individual tax returns" and "small business" customer of Taxwise Services since 1995. If you want timely, accurate, honest, and professional tax and accounting advice, I highly recommend Taxwise Services. Billy Edgemon has saved me time & money year over year. He's the VERY BEST!

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Wotanlee

Reviews: 1

Terrific Accounting Service

I have benefitted from the terrific accounting, business financial advice and tax services of the staff at Taxwise Services since 1987. The owner himself has given me excellent, personalized services through 11 years of accounting and financial development of my technical writing company, through an IRS audit (they went away empty handed!), and with my individual tax returns. Taxwise Services has helped me solve many business and financial issues before they became problems and has always given me excellent advice.

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cristinagreg2001

Reviews: 1

Excellent Accounting Services

I have been using Taxwise Service for my personal and small business taxes since 2001. Using their service has made my tax experience much less stressful. They provide professional tax services in a timely manner. I highly recommend their service to anyone interested in getting professional and expertise assistance with their taxes.

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Brian_1144

Reviews: 8

Wise advice

Taxwise Service has provided accounting services to my firm since 1998. Over the years my company grew from a part-time sole proprietorship into a corporation with a small staff. Taxwise Services was there at every step: bookkeeping, assisting us with the process of incorporation, business tax returns, payroll, and my individual tax returns. Through the years I have received great service and sound advice for a reasonable fee. Most important was the personalized service, and the intangibles that come along with that. I highly recommend them for any of your accounting or related needs.

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menegazzo

Reviews: 1

Great Service

Taxwise service provided us great service at a very reasonable price. We highly raccomand their services.

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