Services Offered
Tax Preparation
Expert filing and planning for individuals and self-employed clients, ensuring accuracy and maximizing deductions.
Financial Planning
Comprehensive strategies for wealth management, retirement, and investment goals tailored to your unique situation.
Financial Literacy Education
Personalized guidance to help clients understand and manage their finances effectively.
Tax Planning Services
Proactive advice to optimize tax outcomes and support long-term financial stability.
Package-Based Financial Services
Customized service bundles for ongoing support in accounting and financial management.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
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D
Donna Johnson
via Google
about 1 month ago
I have had my taxes completed @ Winder Wealth Management for the last four years. I am also now having financial planning services done as well. I have known Danielle, (Dia) for approximately 15 years, during the time when she was a student finishing her degree and honing her financial skills at Vanguard. She has always been honest, caring, attentive to details as well as transparent in her interactions. She has been an instrumental in my understanding of financial literacy as well as planning in my personal situations. If I could, I would give her a rating of 100%. I am an extremely satisfied customer. Thank You Ms. Dia
C
Carriss Chivia Google
6 months ago
My experience with Winder Wealth Management has been absolutely amazing. The amount of stress I had prior to working with them was insane. She broke everything down for me and walked me through it all step by step. She was patient, understanding and considerate with a wealth of knowledge and experience to match. I’m extremely grateful to have her as my Accountant and look forward to continuing to work with her in the future. Her passion and “can do” attitude make the process a lot less stressful. If you’re looking for a tax specialist that will help and guide you through every step of the way- don’t look any further. You have found her. I mean it when I say that I am forever grateful for her services.
L
Laura Zaharakovia Google
7 months ago
Danielle’s been helping me with my taxes for the past few years. She’s been a pleasure to work with. She’s knowledgeable, kind and takes pride in her work. She really cares about her clients and I’ll be setting up one of her packages as well to get assistance managing my financial goals. I highly recommend her, you won’t be disappointed!
A
Aisha Whitevia Google
7 months ago
Working with Danielle has been lovely ! She’s given me the tools I need to truly understand my finances. As a self employed individual I really benefited from her financial advising services and tax planning. I feel like I'm on the path to long term financial stability.
N
natell millervia Google
7 months ago
Excellent, professional, patient, and knowledgeable. I was very impressed with Winder Wealth Management because I didn't have a reference. My daughter processed her taxes for the first time with Winder. Since my daughter was 18 years old and filed her first tax return, she has been educated about filing and making sure taxes came out when she works. As for other services, I will certainly use them.
