Our tax advisors provide personalized guidance to help you navigate the ever-changing tax landscape and make informed decisions that positively impact your financial well-being.
Together, the team has more than fifty years of professional experience in tax planning and preparation. Our staff is available year-round to assist with all your tax needs.
Disclosure: Katrina Harrison and Greg Gonda are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by them is in no way related to Cetera Advisor Networks LLC or its registered representatives.
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Katrina Harrison was an inaugural staff member of LifeWise Tax Advisors when it launched for tax season 2023. She is a graduate of Parkland College and Eastern Illinois University, as well as an Enrolled Agent, admitted to practice before the IRS, with more than 25 years of individual and small business tax preparation and management experience. Throughout her career, she has enjoyed building long-lasting relationships with her clients and their families and looks forward to creating the same rapport with LifeWise Tax Advisor clients.
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Gregory Gonda has a Bachelor’s Degree in Accounting from the University of Illinois and is a Certified Public Accountant. His experience includes over 26 years of tax preparation for individuals, couples and businesses including high net worth individuals, sole proprietorships, partnerships, Trusts, farms, Sub S and C Corporations. He spent over 10 years as a Chief Financial Officer for High Tech and Manufacturing companies, managed national sales forces and was President of several companies. He brings his breadth of experience to help his tax clients minimize their tax burden while maintaining good business practices for long term success.
With LifeWise Tax Advisors, you benefit from dealing with a small group of dedicated professionals that will be there when you need them.
Our professionals are committed to staying ahead of tax law changes that affect your personal and business taxes.
The foundation of our business is built on trust and long term relationships. We care about the work we do and prioritize exceptional service for our clients.
Our tax services are designed to help individuals and businesses navigate the complexities of tax laws and regulations while optimizing your financial position.
Tax Services for Businesses
Our professionals are equipped to advise entrepreneurs on selecting the most suitable entity and optimizing the tax implications of that structure. We can also assist with preparation of tax forms for Corporations, Partnerships, Self Employed Individuals, and those that own rental property or farms.
Tax Services for Individuals
No return is too big or too small! We can provide preparation services for taxpayers needing to file in all 50 states. We provide electronic filing where available, options for in person or virtual appointments, and the ability to securely upload your documents to us.
Tax Services for Trusts and Estate
Our experts are able to prepare Trust and Estate Tax filings. We strive to help you understand how the tax law applies to your situation and give you confidence to handle your position as executor, personal representative, or trustee.
- Share background
- Discuss questions or concerns
- Discuss pricing
- Provide you with document organizer & engagement letter
- Secure portal enrollment
- Collect signed engagement letter
- Collect tax documents and organizer
- Schedule appointment for review
- Review prepared tax return
- Obtain signature for filing
- Submit electronically when possible
- Final invoice & payment
- IRS Issue Resolution: Assistance in handling tax notices, audits, and other interactions with the IRS for returns we filed.
- IRS Representation: Representing businesses in dealings with the IRS, including tax audits, appeals, and dispute resolution for returns we filed.
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