Hi and welcome to Fat Bottom Line Advisors!  I’m Tonya Wise, a passionate and approachable tax advisor dedicated to being your year-round financial partner.

 

Growing up in Indiana and living in several cities across Florida and Indiana has shaped my understanding of diverse business and personal financial challenges.

​

With decades of experience and the renowned foundational strategies of  by Mark J. Kohler’s tax and legal expertise, in business and tax advisory services, I specialize in guiding individuals with side-hustles and businesses through tailored strategies that minimize tax burdens and create opportunities for financial success.

 

A priority is to continue my education.  Each week I participate 2-3 hours of interactive training with other Main Street Tax Professionals, led by Mark J. Kohler.  These programs cover tax strategies for digital assets like crypto, NFTs, staking, and mining, as well as self-directed retirement accounts, business and personal structures, revocable living trusts, and more.  Additional training from other IRS-approved continuing education seminars throughout the year.   I’m also pursuing the Enrolled Agent (EA) certification, to better serve my clients.

​

My approach of helping my clients rethink their financial paths, uncover opportunities, and gain confidence in their future goes beyond just tax season—I’m here to support you all year, whether it’s structuring your business, planning for retirement, designing estate plans, or exploring innovative ways to maximize your wealth.  

 

I look forward to helping you achieve your financial goals with solutions that truly make a difference. 

 

If you’re ready to reduce stress, gain clarity, and build a proactive financial strategy, let’s connect!  Click the link below to schedule the first step.

 

​​