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Your Professional Tax Service

Serving Our Clients

Strategic Tax strives to provide white-glove tax services to our clients. Our team works hard to ensure timely, accurate, and proactive tax work for you and your family. Strategic Tax partners with Strategic Wealth Management Group to provide both advisory and tax services to their mutual clients.

Our Services

Tax Preparation and Filing

Professional tax preparation of personal and small business tax returns
Electronic filing
Expert and personal attention to maximize your tax savings

Planning and Advice

Year-round availability to discuss your tax situation
Perform simulations to recommend the more advantageous tax position for your unique situation
Knowledgeable on current tax laws and changes

Quarterly Tax Estimates

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