Professional Services

Professional Services Offered

Strategic Tax & Accounting provides quality Certified Public Accountant services to all kinds of Small Businesses, Entrepreneurs, Investors and individuals with complicated financial situations, including: tax services, monthly business accounting services, new business start-up, business structure, business accounting system, and other business consulting.

Through our affiliated law firm, Strategic Law LLC, we can provide legal entity formation, estate planning documents and business legal documents for any stage of business, from start-up to change of ownership or dissolution.  See more here: https://strategicprofessionaladvisors.com/

Through our affiliated financial planning firm, Strategic Financial Planning LLC, we can help you create a roadmap for protecting your financial stability, funding your stages of life (college funding, retirement funding, investment management), to business succession planning and leaving a legacy. See more here: https://strategicprofessionaladvisors.com/

Whatever your age, stage of life, or business cycle, the Strategic Professional Advisors affiliated firms will help you create a plan for your present and future and make it a reality.

Tax Services

  • Tax Prepration
    • Any Entity Type or Business Activity
    • Amended Tax Returns
    • Passed Due Returns for Any Year
  • Tax Reduction Consulting
    • Tax Structural Planning
    • Identifying and Capturing All Possible Deductions
    • Advanced Tax Planning Strategies
      • S Corporation Use to Reduce FICA Tax
      • Proper Use of Deductible Retirement Contributions versus Roth
      • When and to Use Investment Loss Harvesting
      • Real Estate 1031 Like-Kind-Exchange to Avoid Year of Sale Tax
      • When and How a Business Owner Should Pay Minor Children
      • Asset Purchases & Cost Segregation
      • Augusta Rule Rental Income Exclusion
      • Use of Real Estate Professional Status to Use Rental Property Losses
  • Tax notice or tax audit responses
  • Passed tax liability installment plans

Business Accounting Services

  • QuickBooks File Maintenance
  • State & Local Tax Filings
    • Sales Tax
    • Beer & Wine Tax
    • Liquor Tax
    • Rental Tax
    • Lodgings Tax
    • Consumer/Seller Use Tax
    • Motor Fuel Tax
  • Payroll

Business Consulting

  • New Business Start-up Consulting
  • Proper Business or Trust Type Consulting
  • Business Sale, Merger & Acquisition Consulting
  • Individualized Business Accounting System Consulting
  • Business Financial Statement & Operations Analysis

Affiliated Firm Legal Services

  • New Business Start-up Consulting
  • Strategic Law LLC
    • Legal Business Entity Formation & Maintenance
      • Certificate of Formation
      • Tailored Bylaws/Operating Agreements
      • Obtain Tax ID (EIN) Number
      • Annual Resolutions
      • Change in Ownership Documentation
    • Estate Planning Documents
      • Wills
      • Trusts
      • Power of Attorney
      • Advanced Healthcare Directives
      • Deeds
    • Business Sale, Merger or Acquisition Documents

Affiliated Firm Financial Services

  • Strategic Financial Planning LLC
    • Fee-Based Financial Plans – Creating a Road Map for Your Future
    • Financial Stability Management through Life & Disability Insurance
    • College Funding Plans
    • Retirement Funding Plans
    • Investment Allocation & Management
    • Business Succession Planning
    • Legacy Planning

Contact

If you need help with your taxes, accounting, business or retirement, contact us now!
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