About

Wiley is a tax and finance professional with over 20 years of experience, including leadership roles in both corporate and entrepreneurial settings. He currently serves as a Senior Tax Advisor at Wealth Enhancement, following his role as a Senior Tax Accountant at Family Office Solutions, where he specialized in complex tax return preparation and client advisory in the "family office" environment. Wiley founded Cooper River Tax Services, where he managed over 150 small business clients and achieved consistent revenue growth. He began his tax career at H&R Block and earned his Enrolled Agent license in 2014. Prior to transitioning into tax, Wiley held finance leadership roles at Honeywell, assisting with multimillion-dollar government contracts and leading Lean Six Sigma initiatives. He holds an MBA and BBA in Finance and recently completed his MS in Taxation. Wiley is known for his analytical precision, client-focused approach, and ability to lead high-performing teams. His career reflects a blend of technical expertise, entrepreneurial drive, and a commitment to delivering results.

Education

  • BBA - Finance, University of Georgia
  • MBA - Finance, Georgia State University
  • MS - Taxation, Golden Gate University

Resources from Wiley Stephens

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