Our Qualifications

Tax Wise Financial Services has  been working with individuals and businesses in the Mid Coast area for 26 years preparing taxes with 8 of those years working as registered representatives helping our clients manage and reach their financial goals.

Each of our tax preparers are Enrolled Agents and have extensive personal and professional experience.

Rick and Amy are qualified and  licensed to sell a variety of investment and insurance products.

Tax Wise Financial Services is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.