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Resources & Insights

Tax strategies, financial guides, and industry insights to help you make wise decisions.

Newsletter

The Playbook Newsletter

Subscribe to "The Playbook" for weekly tax tips, financial planning insights, and industry updates delivered straight to your inbox. Stay informed and make smarter financial decisions all year long.

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NIL Resources

Free NIL Tax Resources

Free tools and guides for college athletes navigating NIL income and tax obligations.

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Free NIL Tax Quiz
Test your knowledge of NIL tax rules and discover what you might be missing. Quick, free, and eye-opening.
Take the Quiz →
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Free NIL Tax Guide
A comprehensive guide to understanding NIL income, deductions, estimated taxes, and entity structuring for student-athletes.
Download the Guide →
Playbooks

Tax Playbooks

Purpose-built tax playbooks with strategies, guides, and tools for every situation.

Playbook CPA
Playbook CPA
The hub for all tax playbooks — comprehensive guides and strategies for professionals and businesses.
Visit playbook.cpa →
NIL Playbook
NIL Tax Playbook
Specialized tax resources for college athletes navigating NIL income — guides, quizzes, and expert planning.
Visit nil.playbook.cpa →
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Portal

Client Portal Resources

Our secure client portal at portal.thewise.cpa is your one-stop hub for everything you need as a Wise CPA client. Resources available inside include:

  • WISE.TV — Video resources and tutorials
  • Tax Resources — Guides and reference materials
  • Wise Worksheets — Interactive planning tools
  • WISE BLOG — Articles and insights
Access Client Portal →
Tax Calendar

Key Dates & Deadlines

Mark these important tax deadlines on your calendar to stay ahead and avoid penalties.

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January 15
Q4 estimated tax payment due for the prior year
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March 15
S-Corp and Partnership returns due (Form 1120-S, 1065)
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April 15
Individual tax returns due (Form 1040) & Q1 estimated tax payment
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June 15
Q2 estimated tax payment due
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September 15
Q3 estimated tax payment due & extended S-Corp/Partnership returns due
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October 15
Extended individual tax returns due (Form 1040)

Have Questions?

We're here to help. Reach out to discuss your tax situation and learn how The Wise CPA can guide you.

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