Convenience, simplicity, and peace of mind

bookkeeping, tax preparation, and strategic tax planning

At Strategy & Tax, we help businesses stay organized and ready year-round. Our services are built around reliable bookkeeping, tax preparation, and proactive tax planning - which is why we put it all together in one package. We keep your books up to date, your records clean, and your returns filed on time. Most importantly, we're here year-round, so you have support whenever questions come up. We want to be your ongoing advisor.

Let us handle the numbers—so you can stay focused on your business.

Our Services

Comparison chart of core, proactive, and strategic accounting services with checkmarks indicating included features such as bookkeeping, financial reporting, tax returns, tax notice support, email and call access, quarterly estimates, semi-annual and quarterly tax planning discussions.

Not in the market for a monthly package? Inquire about our other solutions.

Let us analyze your tax return for savings

Let us guide you with strategic tax. We don’t just crunch the numbers. We build a plan and help you implement strategies.

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