Precise bookkeeping, proactive tax planning, and a quarterly executive dashboard that shows you exactly where your money is and where it's going.
We work with businesses in these industries
We cover every financial area with certified experts who work proactively for your business throughout the entire year.
Every quarter you receive an interactive executive dashboard with all your key business metrics. No spreadsheets — visual, clear, and actionable data.
Three steps and your financial team is already working for you. No complications, no surprises.
Business owners who transformed their relationship with finances thanks to a team that works for them all year long.
"I used to pay taxes without understanding why. Now I have a clear plan, implemented the Augusta Rule, and saved over $4,200 in the first year alone. The PIP dashboard changed everything."
"They're not just accountants — they're strategists. They explained my business's break-even in a way nobody ever had. Now I make decisions with real data."
"Since I started my S-Corp with them, the FICA savings have been huge. The Accountable Plan generates tax-free reimbursements for me every month. Worth every penny."
"I came to them with my accounting in complete chaos. Within 60 days everything was clean and organized with a clear plan. The quarterly PIP meeting is what sets Strategy Tax apart from any other firm."
"Properly managing payroll and K1 distributions made a massive impact on my personal taxes. Strategy Tax saved me thousands in self-employment tax. Knowledge is money."
"For the first time ever I made it through tax season without stress because we had planned ahead all year long. The team is bilingual, understands my business and is always available when I need them."
No. Many of our clients come to us months behind or without any accounting system at all. We start with a diagnosis and a records cleanup — that's part of our onboarding process at no extra charge.
Section §280A allows you to rent your personal home to your business for up to 14 days per year. The rental income is completely tax-free to you, and the business deducts it as an expense. At a rate of $500–$1,000/day, that can mean $2,000–$4,200 in real tax savings per year.
Yes. We work with LLCs, S-Corps, sole proprietors, and partnerships. If your net income exceeds $40,000 per year, an S-Corp election likely makes sense for you — and we help you evaluate that at no extra cost during your initial consultation.
On the PIP Pro plan, you have a formal quarterly meeting to review your dashboard and adjust your strategy. Outside of that, your team is available by phone and email for important financial decisions whenever you need them.
We primarily serve clients in Nevada, Texas, Florida, and California, but since we operate 100% online, we can work with businesses across the entire country without any issues.
From the first month your books will be current and organized. Tax strategies like the Augusta Rule and Accountable Plan can be implemented within 4–6 weeks. Your first complete PIP dashboard is delivered at the close of your first quarter with us.
30 minutes that can change the financial direction of your business. We show you how much you could save and what your personalized PIP would look like.