The WiseAnt Group

ABOUT US

Welcome to THE WISEANT GROUP – your virtual in-house CPA, Financial Education and Healthcare Advisory Team! Located in the heart of Texas, The WiseAnt Group is a leading San Antonio Firm that helps individuals and small to medium size businesses increase profitability while staying compliant with the law. Whether you are an individual looking for ways to improve your finances, or a business owner desiring comprehensive solutions to meet your needs, we can help! We strive to not only meet, but to exceed the expectations of our clients.

Financial Education Courses

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Years Of Combinesd Experience In The Industry

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Repeat Business from Satisfied Customers

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OUR SERVICES

The diverse experiences of our leadership and team ensures our firm is able to deliver the results you need today and into the future.

TAX SERVICES

Legislation changes and tax court decisions are continuously evolving our complex tax codes, as a result, it is easy for taxpayers self-preparing their returns to overlook important tax deductions or even take inaccurate positions.

ACCOUNTING & BOOKKEEPING

Need help with your accounting and bookkeeping? Look no further. Our firm can optimize your organization and lessen your accounting and bookkeeping burden.

FINANCIAL EDUCATION

Through our financial education experts and programming, we are empowering individuals and families to ditch debt, save money and start building generational wealth!

HEALTHCARE COMPLIANCE

While healthcare laws are complex and constantly changing, we help our clients implement effective compliance programs to address regulatory requirements imposed by external authorities and internal management.

CREDENTIALING & Recruiting

We know that credentialing can be daunting for any provider. That is why our team works tirelessly to get you credentialed faster with hospitals & payers. We also help you recruit and retain top talent.

ADVISORY SERVICES

Our firm uses the diverse experiences of our team to deliver the results you need through our advisory services and programs.

MEET OUR TEAM

Our team consists of highly experienced Certified Public Accountants (CPAs), Certified Financial Education Instructors (CFEI), Healthcare Executives, Credentialing Specialists, Compliance Officers, Contract Managers, Insurance Experts, WiseAnt Mentors and Support staff, who use comprehensive approaches and tools available to assist each client to be successful in meeting their respective goals.

OUR MEMBERSHIPS & Affiliations

NEWS & BLOGS

Stay up to date on valuable information that may influence your life or business. Review our articles and resources to learn more, and to stay ahead of what is going on in the finance and healthcare industry. We invite you to subscribe today to receive our inspiring and informative content.

Are You on Track to Retire?

5 Steps to Retirement Planning: An Introduction & How-to Guide. In five short steps, we’ll give you ideas on building and managing your retirement money.

What Minors Should Know About Taxes When Working

It is not uncommon for teens and young adults to go into business for themselves over the summer or after school. This work can include

Know Your Rights as a Taxpayer

Dealing with the IRS can be daunting sometimes. However, by law, all taxpayers have fundamental rights when interacting with the IRS, and all taxpayers should

CLIENT TESTIMONIALS

When we opened our urgent care center, we needed a reliable compliance and credentialing company to help set up our compliance program and to get our providers in-network very quickly, The WiseAnt Group was our go to company to make this happen. They are always available to guide us anytime we need advice on a compliance issue. Thank you for your services.

As a small independent practice, I have needed to rely on some external resources and have had a fantastic experience with the tax and bookkeeping services of The WiseAnt Group.

Credentialing for Medicare can be confusing and frustrating. It was stressful trying to navigate the process on my own, so I turned to The WiseAnt Group for help and am so glad I did. They made the process worry free and kept me apprised the entire way. I just wish I had found them sooner. I highly recommend them.

What a breath of fresh air! The in-person financial education training provided by Pamela was excellent! Our team had a great time learning from the experts and they are all on the journey to ditch debt, save money and start building generational wealth.

We needed to revamp our compliance program, and The WiseAnt Group came highly recommended. Their pricing was great, and the value created for our company was immeasurable! We will use them again! Thank you for helping us create an effective compliance program on a budget.

We were about to sign a contract, but the terms were very confusing. Our friend recommended that we use The WiseAnt Group. We are so grateful we did! If you need help with drafting or reviewing important legal documents, look no further. They are an amazing team.

We have been using Justice and his team for a few years now. While we were only looking for someone to perform our year-end closings and file our tax returns, we actually got a dedicated, valuable business partner. Justice and his team have been an essential key to our success. It was as if we had an “in-house CFO” who managed our accounting, kept us compliant, and provided sound financial planning advice.

For the past 3 years, The WiseAnt Group has prepared our annual tax return and any accompanying papers. We are so pleased with the professionalism, accuracy and care their team has displayed in handling very complex financial matters for us. Justice is easily accessible, answers all our questions and makes sure our filings are timely. If questions arise during the year he is available to guide us. Thanks Justice for helping us keep financial matters in good order.

At WiseAnt Group, our priority is your business success. For years, we've helped Texas business owners and individuals navigate the complexities of tax strategy, managing their finances, and positioning their business for growth. We are intentional about providing value to our clients and advising beyond accounting.

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