Wise Bookkeeping and Tax

Serves Houston, TX

35244

Not yet available

2 employees

9 years in business

$25/hour

5.0

This pro accepts payments via Cash, Credit card, PayPal, Square cash app, and Zelle.

Next Service

Hours

Sun 8:00 am - 9:00 pm

Mon 5:00 pm - 9:00 pm

Tues 5:00 pm - 9:00 pm

Wed 5:00 pm - 9:00 pm

Thurs 5:00 pm - 9:00 pm

Fri 5:00 pm - 9:00 pm

Sat 8:00 am - 9:00 pm

Credentials

License

License Holder: Shadi Talgeh
License Type: Enrolled Agent (IRS) (TX)
License number: #00130062-EA
License verified on 7/27/2025
Valid through 7/27/2027
Verify license

Background Check

Shadi Talgeh
Completed on 7/27/2025

Introduction

At Wise Bookkeeping and Tax, we bring over a decade of hands-on experience across multiple industries to help individuals and small businesses simplify their finances. Whether you're overwhelmed with monthly transactions or looking for reliable support during tax season, we offer personalized service that puts your needs first. We specialize in: - 📘 Bookkeeping and accounting - 💼 Payroll management - 🧾 QuickBooks setup and support - 🧮 Tax preparation and filing Every client matters to us, and we’re committed to delivering accurate, efficient, and dependable results. Let us take the stress out of managing your books so you can focus on growing your business. Reach out anytime with questions—we're here to help make your financial life easier. Would you like a version that sounds more casual or even more technical, depending on the type of client you're targeting?

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

Pricing is tailored based on the volume of transactions and the complexity of the business's financials. This ensures a fair and accurate reflection of the work involved.

What is your typical process for working with a new customer?

My typical process begins with a meeting to understand the client's specific needs and gain insight into their business operations. This helps identify the challenges that need to be addressed. From there, I tailor a strategic approach that delivers quality results and meaningful value.

What education and/or training do you have that relates to your work?

With extensive experience in the field, I’ve navigated a wide range of challenges within the corporate environment, consistently providing effective solutions. My background spans from accounting to tax services, giving me a comprehensive foundation to support small businesses with practical, tailored financial guidance.

How did you get started doing this type of work?

I began my journey in this field through a part-time role with H&R Block, where I gained firsthand insight into the financial challenges faced by individual taxpayers and small business owners. Seeing their stress transform into relief as I helped them navigate tax issues and save money ignited a genuine passion in me. That experience strengthened my commitment to providing practical financial guidance and creating lasting value for clients.

What types of customers have you worked with?

I've worked with a diverse range of businesses, including those in the medical field, retail, bakeries, restaurants, used car dealerships, and real estate. This broad experience has given me valuable insight into the financial needs of various industries, allowing me to tailor solutions that truly support each client's goals.

Describe a recent project you are fond of. How long did it take?

One project I truly enjoyed was helping a small bakery transition from paper-based bookkeeping to a fully digital accounting system. The owner was overwhelmed—juggling invoices, payroll, and daily transactions by hand—and didn’t realize how much time and money was being lost. Over the course of four weeks, I introduced them to a streamlined accounting workflow, customized templates for daily entries, and trained their team to use cloud-based tools. By the end, their financial records were accurate, their tax prep was painless, and the owner finally had time to focus on growing the business rather than sorting receipts. Seeing that transformation was incredibly rewarding.

What advice would you give a customer looking to hire a provider in your area of work?

Look for someone who doesn't just understand numbers, but understands your business. A good provider should take the time to learn your goals, spot financial blind spots, and offer solutions that go beyond just filing taxes or balancing books. Ask how they communicate, how often they review your finances, and how proactive they are in identifying opportunities or risks. The right match can save you more than money—it can save you time, stress, and missed chances to grow.

What questions should customers think through before talking to professionals about their project?

Before reaching out to a professional, take a moment to really define your project. What do you need done, what's your budget, and how flexible is your timeline? Think about the outcome you're looking for—how will you measure success? Do you want someone who takes full control, or do you prefer staying involved throughout the process? These details will help both of us decide if we're the right fit. When you're clear on what you expect and what matters most, it's easier for me to deliver work that exceeds those expectations.