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Learn More About Our Services

Accounting Services

Accounting/ Bookkeeping

Timely, efficient bookkeeping services are available for small businesses. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support QuickBooks accounting software, the most popular accounting software for small business. Strategic Tax Solutions accounting services include areas such as:

  • Developing Chart of Accounts
  • Ledger Maintenance
  • Asset Management/ Depreciation
  • Inventory Posting
  • Invoicing/ Monthly Statements
  • Bank Reconciliation Reports
  • Cash Flow Statements
  • Income/ Expense Graphs

Our service also includes picking up your financial information at your office and inputting that information into our system. You have more time to tend to your core business needs!

Payroll Services

Total payroll services for small business clients have been provided through QuickBooks payroll services for many years. Services include:

  • Set up and maintenance of all records
  • Tax with holding and benefit contributions
  • Federal and State tax filings
  • W-2' form preparation
  • Employee time tracking
  • Time by job summary
  • Direct Deposit

QuickBooks Accounting

Strategic Tax Solutions provides the complete solution to your small business QuickBooks accounting and professional taxation needs.

As a listed QuickBooks Pro Advisor, Strategic Tax Solutions has demonstrated the highest levels of competence in both Desk-Top and On-Line versions of QB. We work with various industries, specializing in Small Business accounting, payroll services, and taxation including audits and representation.

A very important aspect of client satisfaction with any accountant is the availability of the accountant to the small business owner. With a small business comes an ever-changing business environment and varying employer needs. Areas such as payroll, invoicing, payables, receivables, tax planning, and banking are always under pressure.

 Strategic Tax Solutions makes communication with our small business clients Priority # 1. At Strategic Tax Solutions Company, we structure our solution(s) to your specific needs, and we are always available to answer your questions and make necessary changes to complement your evolving and growing small business.

Whether it’s special invoicing for your customers, the ability for you to go online and look at your company financial reports, letters or documents needed by your bank, or the letter from the IRS questioning a past tax return, Strategic Tax Solutions is your full solution provider for all of your accounting and taxation needs.

Give us a call and set a time to come in and speak with us. We’d like to meet you and have the opportunity to show you just how we can be a partner in helping grow and manage your small business.

Tax Compliance/ Preparation Services

Business Tax Returns

Small business tax return preparation and filing instruction is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietorship, a properly prepared tax return can be filed to minimize the tax burden and maintain compliance.

We can help with tax forms such as W-2's, 940 FUTA Tax Returns, 941 Estimated Quarterly Tax, 943 Agricultural tax return, 1042 Foreign Persons Withholding, Forms 1120, 1120-S 1120-W, 4562 Depreciation, 8027 Tips Reported, 8275 Disclosure Statement and form 8903 for Domestic Production Deduction. Areas such as business expenses, deductions, capital asset management, depreciation, Section 1245 recapture and basis determination often provide opportunity for tax savings and reduced tax burden.

These are just a few of the areas where we might be able to help your business. Let Strategic Tax Solutions Company be "Your Strategic Tax Partner"!

Estate/ Trust/ Gift Taxation

Strategic Tax Solutions is specifically trained in the preparation of Estate Tax/ Trusts/ Gift returns. We can help you determine the taxable value of the estate, what your tax liability might be and ways you might be able to lessen that tax burden. In 2011, the Internal Revenue Service audited approximately 30% of Estate/ Trusts/ Gift returns. The tax rate for estates and gifts can be as high as 40%!

If we can help you with the preparation and filing of IRS forms 706, 709 and 1041, please let us know.

Individual Tax Returns

A tax business' core specialty is the preparation of tax returns for individual taxpayers. Strategic Tax Solutions can help the individual taxpayer in several areas. Some of these areas are listed below.

  • Tax Returns/ Tax Compliance
  • 1040/1040A, 1040-EZ, All schedules
  • 1099 Misc./ Independent Contractor
  • Amended Tax Returns
  • Non Resident Alien/ 1040NR
  • Ex-Patriot Tax Management
  • Quarterly estimated tax payments (if required)
  • Rental/ Passive Income or Loss
  • Social Security Income Tax
  • Medical Expenses Deductions
  • Earned Income Credit
  • Gift Taxes
  • Estate Returns/ Estate Income Tax Returns
  • Affordable Health Care Premium Determination
  • Affordable Health Care Compliance
  • Casualty Losses/ Deductions
  • Capital Gains & Losses

Let's work together to ensure you take advantage of all deductions you are entitled!


IRS Representation

As an Enrolled Agent, I am licensed and trained to provide a taxpayer with representation before the Internal Revenue Service. I have personal experience with extensive line by line audits and know it can be a very difficult and stressful event.

IRS representation needs can include the events listed below as well as others.

  • Penalty Abatements
  • Non Filed Returns
  • Correspondence Audits
  • In Office Audits
  • Field Audits
  • TCMP Audit (most extensive)
  • Past Due Amounts/ Collections
  • Amended Tax Returns
  • Disputes with IRS Findings
  • IRS Letters of Deficiency
  • others......

Don't attempt to go it alone when Strategic Tax Solutions will be your advocate. We will meet with the IRS representatives in all phases of the inquiry. Often, your presence wont be required. Strategic Tax Solutions will always present the best, most beneficial tax position for you and or your company!

Other Services

Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.

Send Us a Message

We would love to hear from you!


Get clarity on your tax and accounting situation