Strategic Tax came about when we started asking ourselves and our colleagues if we were paying the fewest taxes over our life time, rather than just this year? What we discovered is that a lot of tax planning focuses on putting money into places that “defer” the taxation to a later date, a date that has an unknown amount of taxes due.

We also discovered the tremendous value and tax savings that are revealed when a Tax Professional collaborates with an Estate Planning Attorney, an Investment Advisor and/or an Insurance Analyst, all of which we have available through our Integrated Resource Network. This very conversation has led many people to experience considerable tax savings for now, and for the rest of their lives.

At Strategic Tax, we are focused on providing tax services with the highest levels of customer satisfaction – we will do everything we can to meet your expectations. With that we strive to plan, strategize and help you control more of YOUR money.

 We also are here for you, with you throughout the whole process, 365 days a year.

With a variety of offerings to choose from, we’re sure you’ll be happy working with us. Look around our website and if you have any comments or questions, please feel free to contact us. We hope to see you again!

For a complimentary tax strategy session, contact us here.

Or you can always contact us via phone at:  636-465-0434