Business Details
50+ Years
experience
Your Trusted Partner for Tax Solutions
At Tax Strategies, we are dedicated to providing expert guidance and professional service across a wide range of financial and business needs. Our team specializes in corporate, estate, individual, partnership, and federal, local, and state tax services, ensuring professional, timely, and reliable solutions. We offer comprehensive tax return preparation, representation before the IRS, and tax and financial planning tailored to maximize savings and ensure year-round compliance. As Enrolled Agents (EAs), we maintain the highest standards of taxation expertise and ethical practice, providing thorough, insightful service that makes a real difference. Our firm has served individuals and businesses since 1969, offering personalized financial guidance rooted in decades of experience and a commitment to client confidentiality.We pride ourselves on year-round availability, whether for simple tax questions, business decision advice, or government notice clarification. Our team includes seasoned professionals with advanced education and active involvement in tax organizations, ensuring clients receive cutting-edge, accurate counsel. We maintain strict confidentiality regarding client affairs, ensuring privacy and trust in all interactions. With a focus on tailored advice and proactive planning, we help clients achieve financial peace of mind through strategic tax and investment planning. Our dedication to the community is reflected in our support of local arts, education, and charitable initiatives.
Services
Tax Return Preparation
IRS Representation
Tax Planning
Estate Planning
Business Planning
Investment Planning
Retirement Funds
Asset Protection
Details
- Year established: 1969
Highlights and features
- We offer over 35 years of tax expertise with Enrolled Agent credentials.
- Our team provides tailored tax planning strategies for individuals and businesses.
- We maintain strict client confidentiality and ethical standards.
- Services include IRS representation up to U.S. Tax Court.
- Year-round support for tax and financial needs beyond seasonal preparation.
Associations and certifications
- Enrolled Agent (EA)
Services
Tax Return Preparation
We prepare individual, partnership, LLC, corporate, trust, and estate tax returns with precision. Our process ensures compliance while maximizing deductions and credits. Clients receive clear explanations of their filings and proactive advice for future tax efficiency.
IRS Representation
Our Enrolled Agents represent clients in IRS audits, collections, and appeals. We handle communication with tax authorities, negotiate settlements, and ensure proper documentation. This service protects clients' interests through expert navigation of complex tax disputes.
Estate Planning
We design strategies to preserve assets and facilitate smooth estate transfers. Services include trust creation, will preparation, and tax-efficient inheritance plans. Our approach minimizes estate taxes while aligning with clients' long-term family and financial goals.
Business Planning
We provide tax-efficient business structures, succession planning, and investment strategies. Our guidance covers entity selection, profit distribution, and compliance frameworks. This service helps businesses optimize financial performance while meeting regulatory requirements.
Tax Consultation
We offer year-round tax advice for individuals and businesses. This includes analyzing tax implications of financial decisions, planning for life events, and addressing government notices. Clients receive personalized strategies to reduce liabilities and improve financial outcomes.
People
Kathryn Moore
Enrolled Agent
With 35+ years of experience, Kathy became an Enrolled Agent in 1988 and Fellow of the National Tax Practice Institute. She holds a BBA in Finance from the University of Hawaii and specializes in IRS representation and estate planning.
Pamela Klein
CPA
Pam has 35+ years in tax and accounting, licensed as a CPA since 1985. She earned an MBA in Taxation from Golden Gate University and serves diverse clients including nonprofits and small businesses with meticulous attention to detail.
Sarah Fucito
Enrolled Agent
Sarah joined Tax Strategies in 2018 after earning a BS in Finance from the University of San Diego. As an Enrolled Agent, she specializes in tax compliance and planning, combining technical expertise with personalized client service.
Bailey Low
Accountant
Bailey is pursuing EA and CPA credentials after earning her BBA in Accounting from the University of Hawaii. She focuses on foundational tax preparation and client support, bringing fresh perspective and technical proficiency to the team.
Questions
What tax services do you offer?
We prepare individual, business, estate, and trust tax returns, provide IRS representation, and offer tax planning strategies for compliance and savings.
Are you qualified to represent taxpayers before the IRS?
Yes, our team includes Enrolled Agents authorized to represent clients in IRS audits, collections, and appeals up to U.S. Tax Court.
Do you provide year-round tax advice?
Yes, we offer ongoing consultation for tax implications of financial decisions, government notices, and strategic planning beyond tax season.
Is client information kept confidential?
We maintain strict confidentiality regarding all client affairs, ensuring privacy in tax matters and financial planning discussions.
