Tax & Financial Strategists

At Tax & Financial Strategists, we believe that tax planning and preparation are essential for individuals and businesses alike. With over 45 years of experience, our team has been dedicated to providing comprehensive tax and financial services. From tax preparation and planning to business consulting and set-up, we are here to guide you every step of the way.

Our Services

We offer a wide range of services tailored to meet the unique needs of our clients. Whether you're an individual looking to maximize your investments or a business owner seeking to minimize tax consequences, we have the expertise to help. Our services include accounting and payroll, bookkeeping, financial statements, payroll reporting and processing, sales tax audits and IRS correspondence, IRS representation, workers' compensation and general liability audits, and more.

Business Services

For businesses, we provide a full range of services to support your growth and success. This includes tax planning and strategies, tax preparation services for businesses, financial and retirement planning, pension and profit sharing, and real estate division services. Our team is experienced in entity selection and setup, acquisitions and business valuation, and tax planning for mergers and acquisitions.

Individual Services

For individuals, we offer tax planning and preparation services, financial and retirement planning, pension and profit sharing, and real estate services. We believe that planning and preparation are key to achieving your financial goals, whether it's buying a home, planning for retirement, or maximizing investments.

Real Estate Division

Our real estate division specializes in residential and commercial property transactions, including tax planning and preparation for real estate investments. We understand the unique tax implications of real estate and can help you navigate these complexities.