RiskWise LTDRequest help

Tax preparation and business advisory.Clearly handled.

Tax preparation first, with business advisory when needed. RiskWise prepares individual, business, and nonprofit tax filings; organizes tax-notice and records work; and helps owner-led organizations document the systems, controls, and recurring compliance behind the business.

Discuss your tax or business need →Review our services

Tell us what needs to be resolved and when it matters. We confirm scope, responsibilities, and fees before work begins. Prefer to talk? 702-421-1111.

Tax filingsRecordsSystemsCompliance
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Nevada-based, serving clients nationwideRemote work across the United States; Las Vegas Valley on-site work by confirmed scope and availability.

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Established tax-preparation infrastructureCompany records include IRS e-file provider approval and current paid-preparer registration records.

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Secure intake boundariesInitial inquiries never request tax returns, SSNs, passwords, bank details, or other sensitive records by ordinary email.

Our practice areas

The work behind the filing, system, or deadline.

Three connected practices, one disciplined approach: understand the issue, identify the records and systems involved, define the work product, and leave the next step clear.

01

Tax & records

Preparation and documentation services for tax filings, notices, deadlines, and the supporting records behind them.

Representative services

  • Individual, business, and nonprofit tax returns
  • Amended filings, extensions, elections, and tax forms
  • Tax-notice review and response packages
  • 1031 exchange timelines, deductions, and recordkeeping
  • Year-round tax records and deadline preparation

Typical work product

  • A filing or response package with defined supporting records
  • A clear list of missing information and next actions
  • Organized workpapers for the current matter and future deadlines
  • Documented assumptions, limitations, and open items
Review the full scope and deliverables →
02

Business technology & field IT

Advisory and implementation for the systems, access, security, continuity, and field technology a working business depends on.

Representative services

  • Microsoft 365, user access, security, and backups
  • Cybersecurity priorities and incident-readiness plans
  • Practical AI workflows with privacy and review controls
  • Network outages, new-store setup, POS connectivity, and 5G failover
  • Technology inventories, roadmaps, and vendor reviews

Typical work product

  • A prioritized remediation or implementation plan
  • Documented access, ownership, recovery, and escalation steps
  • A usable configuration, workflow, checklist, or handoff package
  • Clear responsibility for follow-up and unresolved dependencies
Review the full scope and deliverables →
03

Business consulting & compliance

Operational consulting for recurring obligations, policies, procedures, internal controls, vendors, and management reporting.

Representative services

  • Compliance calendars and responsibility maps
  • Policies, procedures, checklists, and internal controls
  • Vendor, contract, renewal, and risk tracking
  • Operational cleanup, documentation, and team handoff
  • Management reporting and improvement planning

Typical work product

  • A calendar or register that makes obligations visible
  • Written procedures people can actually follow
  • Defined controls, owners, evidence, and review points
  • An organized closeout with decisions, deadlines, and next steps
Review the full scope and deliverables →

Real-world problems

Situations we help untangle.

The entry point can be messy. The goal is a defined issue, an organized record, and a practical next step.

01

Missing tax records

Receipts, income documents, prior returns, or workpapers are incomplete or difficult to locate.

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A tax notice arrived

An IRS or state notice needs to be reviewed, explained, and turned into a documented response plan.

03

A system is blocking the work

A key account, device, network, or workflow is unavailable, insecure, or poorly documented.

04

Deadlines keep getting missed

Filings, renewals, reviews, and recurring obligations are spread across inboxes and calendars.

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The process lives in one person’s head

Important work has no reliable procedure, ownership map, evidence trail, or handoff.

What the engagement produces

Useful work—not a vague promise to “take a look.”

Before work begins, the written scope identifies the objective, required inputs, client responsibilities, professional limitations, fees, deliverables, and completion criteria.

Defined scope
The issue, assumptions, exclusions, timing, responsibilities, and fees are written down.
Specified work product
An identified filing, response package, analysis, policy, procedure, plan, or implementation is delivered.
Documented handoff
Final files, decisions, open items, owners, due dates, and follow-up requirements are organized.

Practical guidance

Start with the issue you are trying to solve.

Our guides explain the decision, deadline, records, and questions that usually matter before a tax or business engagement begins.

Free resource library

75

PDF resources for work you can start organizing now.

Controlled PDF checklists and workbooks for tax records, technology and security, and business compliance. Editable source files are not published.

A clear engagement process

From first question to documented handoff.

The same structure applies whether the work is a tax review, a response package, a technology project, or an operating procedure.

Fee orientation

Published ranges apply only when the work fits the stated engagement type. Larger, recurring, urgent, or uncertain matters require an approved written proposal.

Engagement typeFee rangeTypical scope
Professional review$200–$400One defined question, document set, or limited-scope assessment.
Focused sprint$1,000–$2,000One specific analysis, package, policy, workflow, or action plan.
Build & handoff$3,000–$6,000A deeper implementation with documentation and a usable handoff.
Ongoing supportScopedRecurring advisory or implementation support under a defined service plan.
Review pricing and engagement details →

Initial inquiry

Tell us what needs to be resolved.

Share the outcome you need, the current situation, the deadline, and the records or systems involved. We will identify a sensible next step and confirm the scope before work begins.

Prepare a project inquiry →Do not send SSNs, passwords, access codes, bank details, tax documents, or other sensitive records through ordinary email.