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Family owned and operated since 1994
At Strategic Tax & Financial, we understand that your financial well-being is of utmost importance. With a team of highly qualified professionals, including three Enrolled Agents, a Certified Financial Planner (CFP), and a Certified Public Accountant (CPA), we are dedicated to helping you navigate the complex world of finance and achieve your financial goals.
Our Enrolled Agents are federally-authorized tax practitioners who specialize in taxation and can represent taxpayers before the Internal Revenue Service (IRS). With their expertise, they ensure that your tax matters are handled efficiently and effectively, helping you minimize your tax liabilities and maximize your savings.
Our Certified Financial Planner ® (CFP) brings comprehensive knowledge and experience in financial planning. They understand that every individual has unique financial aspirations and challenges. By carefully assessing your financial situation, goals, and risk tolerance, our CFP will work with you to create a personalized financial plan that aligns with your objectives. Whether you are planning for retirement, saving for your children’s education, or managing your investments, our CFP will guide you every step of the way.
Our Certified Public Accountant (CPA) possesses in-depth expertise in accounting, tax preparation, and financial reporting. They can provide valuable insights into your financial statements, analyze your cash flow, and offer strategic advice to optimize your business operations. Their proficiency in tax regulations and compliance ensures that you stay in full accordance with the latest tax laws and regulations, helping you avoid penalties and unnecessary tax burdens.
At Strategic Tax & Financial, we believe in building long-term relationships with our clients. We strive to provide you with the highest level of professionalism, integrity, and personalized service. Our team is committed to staying up-to-date with the latest industry trends and regulations to provide you with accurate and timely advice.
Whether you are an individual, a family, or a business owner, we are here to assist you in achieving financial success. Contact us today to schedule a consultation and let us help you plan for a secure and prosperous future.
Our mission is to provide our clients with the individualized services they need to feel empowered in their financial future. We learn about each of our client’s financial needs and goals and supply them with the resources and guidance specific to their situation. Whether it be advanced planning strategies for highly affluent investors or creating a retirement account to begin your investing journey, we will be with you every step of the way.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. Tax preparation services offered through Strategic Tax & Financial are separate and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax preparation services.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.