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You're an expert in your field.
You shouldn't have to be an expert in tax code, too!
Let us worry about the little things
so you can focus on your business and your life.
Our Services
Fractional CFO Services
A fractional CFO is a finance professional who works with your business without you having to hire a full-time employee.
We provide high-level strategic guidance to your business on a flexible, part-time, or project basis.
Business Advisory & Consultation
We can work together to provide direct, zero-fluff strategy sessions designed to help you make your next big business move.
We provide objective, operational feedback on your cash flow design, technology stack, and business conversions whenever you need a sounding board.
Tax Planning & Strategy
Together, we can create a year-round, proactive blueprint designed to legally minimize what your business owes the IRS.
We work with you throughout the year to optimize your business structure, maximize write-offs, and project your tax liability so there are zero surprises come tax season.
Tax Preparation
We handle the heavy compliance lifting, ensuring your books are translated into an optimized, audit-resistant tax return.
Tax prep can seem daunting, but we'll give you the tools to automate the hard stuff and alleviate the stress.
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A custom plan just for you!
At Bean Wise Tax & Advisory LLC, we are dedicated to providing exceptional CPA tax advisory services tailored to your unique needs. Whether you're searching for tax help, preparation, or business tax guidance, we are here to simplify the process and empower you to make informed decisions. Experience peace of mind with a personalized approach to your financial success.
WHAT CLIENTS SAY
"Lauren saved me from a 15K tax bill from the IRS a couple of years ago. I was so worried I would have to sell my house to cover the bill, plus the state was going to catch up to it as well. I contacted Bean Wise and Lauren found the initial mistake made by the first guy. Then she re-did that year’s taxes, helped with all the paper work needed for the IRS and then later with the state. It was totally cleared up, the correct way. Now she does my taxes every year and this year got me a full return based on new rules. Lauren is ethical, smart and knows her stuff."
WHAT CLIENTS SAY
"Working with Lauren for my tax preparation and planning has been a game changer. She identified several missed opportunities from my previous CPA and took the time to educate me on key aspects of managing my multiple side hustles. Lauren made everything easy to understand and provided invaluable insights that will help me save even more money on taxes next year. I can’t recommend her services enough!"
WHAT CLIENTS SAY
"I started a small business 3 years ago and was attempting to do my own taxes during this time. It was very hard to find a tax preparer that knew the ins and outs of small business and didn’t make me feel like I was a bother for being a client. So I continued to do them myself and luckily Lauren looked over my past returns and found me quite a bit of money that I was missing out on. I wish I had started working with her sooner!”