ABOUT PROFIT WISE

ACCOUNTING

COMPANY PROFILE

Before starting Profit Wise accounting services, Sharon Heinz worked for seven years with a local firm, specializing in federal and state corporate, partnership and individual tax compliance. While with the firm, she realized the relationships being built with clients and others throughout the business community were an integral aspect of her job. In 1987, Sharon started her own practice and now focuses on professionals and small to medium-sized businesses.

Find out what people are saying about our services.

SHARON HEINZ

FOUNDER / ENROLLED AGENT

“My goal is to provide exceptional customer service to my clients while maintaining the high level of community involvement that I love. I strive for exceptional customer service. I pride myself on fostering a collaborative environment where questions are welcome, I believe building personal relationships with clients helps create an open environment for sharing private, personal and financial data.”

Sharon’s  main focus is on tax representation, helping individuals and companies with tax issues including IRS Audits and collections problems. Experienced in IRS examination representation, IRS Appeals representation, and IRS collection issues, i.e. hardship levy release, lien subordination, payment agreement, innocent spouse relief, payroll tax liabilities, civil penalties, assessments, reasonable cause penalty relief, and OIC.

Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all EAs specialize in taxation. EAs are the only taxpayer representatives who receive their right to practice from the U.S. government. (CPAs and attorneys are licensed by the states.) The EA’s federal license allows them to represent taxpayers in any state in the U.S. and its territories.

Sharon splits her time between leading the firm and working with clients.

ASHLEIGH HEINZ

BUSINESS DEVELOPMENT / ACCOUNTANT

JACKIE HARWOOD

BOOKKEEPER / ADVANCED CERTIFIED PROADVISOR

A creative, results oriented professional with more than twenty-five years of bookkeeping, banking and finance experience.  Jackie knows how to keep your books so you know where your money’s going.

Jackie is a member in the entrepreneurial services department. As such, she is responsible for helping coordinate engagements, building and maintaining client relationships, and managing/reviewing the work of other team members. Jackie works closely with our clients and their staff to take care of their needs, answer questions, and provide software assistance. She also helps ensure that their financial information is captured and presented in a way that is useful to management as a decision-making tool. 

Jackie has experience working with a variety of clients, including nonprofit entities, small to mid-size businesses in various industries, including real estate, healthcare, entertainment, retail, restaurants, and construction. 

Jackie performs, payroll report preparation, and other accounting duties. As an Advanced Certified QuickBooks ProAdvisor, she also provides QuickBooks file set-up and ongoing software training. She works closely with clients and their staff to take care of their needs, answer questions, and provide software assistance.

JONATHAN NEIGHBORS

ENROLLED AGENT

Jonathan focuses on partnerships, corporations, trusts, estates, closely
held businesses and high net-worth individuals. As a member of the firm’s
Tax group, he provides holistic tax planning and compliance services to
businesses and their owners to ensure that client objectives are met. He
believes that with proper planning, taxes can be minimized and
profitability can be maximized.
Jonathan is an IRS Enrolled Agent (EA), registered with the Internal
Revenue Service. An enrolled agent is a person who has earned the
privilege of representing taxpayers before the Internal Revenue Service by
either passing a three-part comprehensive IRS test covering individual and
business tax returns, or through experience as a former IRS employee.
Enrolled agent status is the highest credential the IRS awards. Individuals
who obtain this elite status must adhere to ethical standards and complete
72 hours of continuing education courses every three years.