Strategic Tax & Financial, a family-owned business established in 1994, serves as a comprehensive resource for all your financial needs. The team comprises three Enrolled Agents (EA), two Certified Financial Planners (CFP®), and a Certified Public Accountant (CPA), offering specialized expertise to guide you through the intricate realm of finance.
Enrolled Agents at Strategic Tax & Financial are adept in tax matters and can represent you before the IRS, optimizing your tax obligations and enhancing your savings. The CERTIFIED FINANCIAL PLANNERS® tailor financial plans to your unique goals, ensuring a personalized approach to retirement planning, investment management, and more.
With a Certified Public Accountant on board, Strategic Tax & Financial offers insights into financial statements, tax compliance, and strategic financial advice, guaranteeing alignment with current tax laws. Committed to fostering enduring client relationships, the team prioritizes professionalism, integrity, and customized service to empower individuals, families, and business owners towards financial success.
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