Our services

A full-service firm, Tax Strategist, LLC can help you keep more of what you make through expert tax return preparation, planning, and advising.

Tax Preparation


Our knowledge of the Internal Revenue Code and state-of-the-art software will ensure that your tax filings will meet the absolute minimum required for compliance.

Tax Planning


Plan to save: our personalized strategies will help to preserve your assets. A full-service firm, our professionals are available year-round to answer your tax questions!



Wondering about the tax implications of an important financial decision? We can help!

Foreign Investor Services


Allow our IRS Certified Acceptance Agent to assist in filing for an ITIN.

Accounting and Bookkeeping


Our firm can assist with the production of accurate financial records.

Financial and Estate Planning


Let us help you increase your net worth.

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