SmartWiz Updates

Stay up to date with the latest news and updates from SmartWiz.

This Tax Professional Built a Tax Business Through the Power of Continuous Learning

Business of the Month

This Tax Professional Built a Tax Business Through the Power of Continuous Learning

Discover Ellis' inspiring journey from a passion for continuous learning to empowering clients through tax education and financial guidance. Learn how core values of education, integrity, and client trust drive his mission to simplify tax prep and help clients achieve financial success.

Toni Galang

Toni Galang

Team Member

Choosing the Right Bank Products for Your Tax Business: A Comparison Guide

Bank Products

Choosing the Right Bank Products for Your Tax Business: A Comparison Guide

As a tax professional, choosing the right bank product can significantly impact your business operations and your clients' experience. To help you navigate the options, we've outlined the features and benefits of the most popular bank products available today. This guide compares 3Fund™, Refund Advantage, Republic Bank & Trust, and EPS Financial, so you can make an informed decision that best suits your needs.

Olu Aladebumoye

Olu Aladebumoye

Co-Founder

Key 2024 Tax Law Updates for Preparers

Tax Updates

Key 2024 Tax Law Updates for Preparers

Are you ready for the 2024 tax season? Stay ahead of the curve with our comprehensive guide to the latest tax law updates! From adjusted brackets and deductions to changes in 1099-K reporting and green energy incentives, we've broken it all down for you. Download your free copy of '2024 Tax Law Updates for Preparers' now and equip yourself with the insights you need to help your clients save big this season!

Olu Aladebumoye

Olu Aladebumoye

Co-Founder