Wisdom Tax LLC
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- None named on its website
1 of 5 answered from a dated source.
Documents 2 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Wisdom Tax LLC | home page | |
| Website | https://wisdomtaxllc.com/ | home page | |
| Office locality | Oak Lawn, IL | /contact | |
| Phone | +17084168700 | home page | |
| Offers bookkeeping | Documented: ...our advice to your specific needs. Accounting Software Selection & Implementation Bookkeeping/Write-Up Business Consulting Business Entity Selection Buying or Selling a Business... | /services | |
| Payroll coordination | Documented: ...Financial Analysis Financial Statements IRS Representation Management Advisory Services Payroll Services Retirement Planning Sales Tax Services Tax Preparation & Planning... | /services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Buying or Selling a Business Estate & Trust Tax Preparation Financial Analysis Financial Statements IRS Representation Management Advisory Services Payroll Services Retirement... | /services | 6 pts (max 6) |
| Local / remote model stated | Local | /services | 3 pts (max 3) |
| Communication channel / process | Documented: Wisdom Tax LLC / TFW Financial Inc Welcome! You can find the link to the Client Portal here (PORTAL LINK) Wisdom Tax, LLC joins TFW Financial Services to help serve our... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Accessibility / Privacy Policy | /privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 6 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Software supported (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3).
- Not verified. Searched Illinois IDFPR Professional Licensing open data (data.illinois.gov pzzh-kp68) for CPA firm records named 'Wisdom Tax LLC' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Illinois Department of Financial and Professional Regulation, Division of Professional Regulation license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Wisdom Tax LLC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.