Tax Strategist & Small Business CPA near St. Louis, MO
Tax Strategy for Business Owners and Real Estate Investors
At Strategy and Tax LLC, we support business owners, real estate investors, and high earners with more than just tax preparation.
We provide proactive tax planning, offer hands-on implementation, and year-round support to help you make confident decisions. Our priority is about connecting with clients on a deeper level than just filing a tax return. This is what drives purpose and creates value.
If you're investing in real estate or earning a high income, there’s a good chance that you’re overpaying in taxes.
Not because you're doing anything wrong. But because no one has taken the time to sit down with you, understand your situation, and build a strategy that actually works for you.
That’s where we come in. We teach real estate investors and high earners how to reduce and optimize their taxes.
What You’re Dealing With
You’ve worked hard to get where you are.
You’re growing your income, investing in real estate, and making smart financial moves.
When it comes to taxes, things start to feel less clear. Not because you did something wrong, but because no one has taken the time to walk you through what’s possible.
Maybe you’ve asked yourself:
Are there deductions I’m missing?
Should I be structured differently?
Who do I turn to when questions come up during the year?
We hear this all the time.
As your income and investments grow, the need for proactive tax planning grows as well.
For a lot of people, the only time they connect with their CPA is at tax time, and by then, it’s usually too late to make any real changes.
They need someone in their corner who takes the time to listen, understand, and help them make confident decisions.
They need someone who can explain the “why,” and not just deliver the numbers.
They need someone who sticks around - not just in April, but all year long.
What We Do
We believe that smart tax planning starts with a conversation.
We take time to understand what you’re building, whether that’s a real estate porfolio, a growing business, or a high earning career. Then, we work with you to create a plan that supports it.
We start with a simple question:
What are your goals and is your current tax plan helping you get there?
Then we go to work:
We create personalized tax strategy based on your income, investments, and long-term goals.
We provide implementation guidance and can help you implement the strategy, whether that’s restructuring entities, maximizing deductions, or unlocking passive loss opportunities.
And most importantly, we stick with you year-round because business and life don’t stop after a tax return is filed.
It’s not rocket science, but it is strategic. This is about creating a lasting relationship that goes beyond the filing of a tax return. Value is created with consistency.
We’re here to help you grow with clarity and protect what you’ve built.
The value of working with us.
We’re more than a tax service, and we’re not just filling out forms.
We focus on partnering with you, to build something that lasts.
You’re getting a relationship with someone who understands your goals, your challenges, and your vision for the future.
You’ll have clarity, consistent support, and a trusted advisor who helps you grow.
You’ve done the hard part. Let us help you protect them with smart, proactive tax planning.
Let’s Start With a Conversation
Whether you’re managing properties, growing your income, or just want to feel more confident about your tax strategy - we’re here to help.
We offer a simple and pressure-free starting point:
a complimentary tax review where we look at your current situation, identify missed opportunities, and talk through how we might support your goals.
No hard sell and no commitment. Just clarity and a chance to see if we’re a good fit for what you’re building.
Schedule a discovery call
Let’s figure out where you stand today and what your goals are.