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Strategy Session.
Tell us about your financial goals, and one of our experts will contact you within 24 hours.
Beyond Compliance:
Strategic Financial & Tax Solutions
We partner with entrepreneurs and individuals to deliver strategic financial and tax guidance. We unlock smarter financial strategies, optimize taxes, and strengthen your business for confident, long-term growth.
Redefining the Standard
in Strategic Financial Foresight
We equip entrepreneurs and individuals with the strategic financial knowledge traditionally reserved for top-tier firms—because informed decisions create powerful growth.
Our vision is to redefine how entrepreneurs and individuals access financial strategy, turning complex insights into clear, actionable pathways to growth.
Our approach is designed to offer real solutions and measurable results.
Integrated Financial Solutions That Deliver Real Results
A comprehensive, modern, and scalable model designed for today's businesses
Tax Preparation (Individual & Business)
Professional tax preparation fully aligned with state and federal regulations. We identify opportunities, reduce exposure to risk, and give you clear, accurate filings—on time, every time.
Comprehensive Accounting:
We provide full-service accounting to ensure accurate records and stronger financial planning, including month-end closing, transaction categorization, bank reconciliations, annual clean-ups, and strategic planning support.
Payroll Management & Compliance:
End-to-end payroll administration including salary calculations, withholdings, benefits management, and quarterly/annual payroll reporting—executed with precision, confidentiality, and full compliance.
Business Consulting & Formation:
Strategic advisory to structure, form, and strengthen your business entity. We help you determine the optimal framework for your operations, streamline operations, and lay the financial foundation for scalable growth.
Sales Tax Management:
We manage all aspects of your sales tax obligations, encompassing the efficient processing, accurate declaration, and timely payment of taxes to the appropriate authorities.
Tax Preparation (Individual & Business)
Professional tax preparation fully aligned with state and federal regulations. We identify opportunities, reduce exposure to risk, and give you clear, accurate filings—on time, every time.
Comprehensive Accounting:
We provide full-service accounting to ensure accurate records and stronger financial planning, including month-end closing, transaction categorization, bank reconciliations, annual clean-ups, and strategic planning support.
Payroll Management & Compliance:
End-to-end payroll administration including salary calculations, withholdings, benefits management, and quarterly/annual payroll reporting—executed with precision, confidentiality, and full compliance.
Business Consulting & Formation:
Strategic advisory to structure, form, and strengthen your business entity. We help you determine the optimal framework for your operations, streamline operations, and lay the financial foundation for scalable growth.
Sales Tax Management:
We manage all aspects of your sales tax obligations, encompassing the efficient processing, accurate declaration, and timely payment of taxes to the appropriate authorities.
Building the Future:
Mid-to Long-Term Strategic Planning
Insurance & Financial Planning:
Personalized advisory on life, auto, and property insurance, along with retirement and investment strategies—including 401(k) and additional wealth-building plans.
Technology & Community:
A fully integrated digital platform connecting service management, online learning, and an exclusive business community—engineered to support intelligent, long-term growth.
Advanced Tax Education:
Expert-led online courses, workshops, and certification programs focused on strategic tax planning, financial education, and professional development for tax preparers.
From Vision to Financial
Success
UpWise Accountax was founded on a simple yet powerful principle: that financial clarity and strategic tax guidance should be accessible—not a privilege. We recognized a critical gap in the market. Individuals and high-growth businesses were navigating increasingly complex financial systems without a true strategic partner.
UpWise was created to change that. Our journey began with the ambition to redefine access to financial expertise. Today, we are a consolidated team of advisors and professionals dedicated to delivering comprehensive, integrated, and forward-looking financial solutions.
We measure our success by the stability, confidence, and sustained growth of the clients we serve.
More than accounting— we empower
informed financial decisions.
Your Financial Advantage
Starts With Our Experts
Backed by extensive experience and an unwavering commitment to excellence, our team delivers forward-thinking strategies designed to strengthen, protect, and sustain your financial success.
Stefanny Tabares
Executive Tax & Accounting Specialist
Stefanny brings deep technical and professional expertise in accounting and taxation, specializing in complex financial structures and compliance systems. Her analytical approach and commitment to accuracy support the stable, long-term growth of our clients.
Juan Carlos Zuluaga
Chief Operating Officer
With extensive experience in financial operations and organizational leadership, Juan Carlos oversees the firm's strategic execution and operational excellence. He ensures that every client receives the highest standard of precision, service, and strategic alignment.
Carolina Zuluaga
Public Relations & Partnership Manager
Carolina leads our relationship strategy, fostering strong partnerships and ensuring seamless communication between clients and the UPwise advisory team. Her expertise in stakeholder engagement and brand trust is integral to our long-term client success.