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Strategic Tax Planning for Business Owners & High-Income Professionals

Helping businesses, investors, and professionals reduce taxes, stay compliant, and build long-term wealth.
N
ow serving Florida & Charlotte, NC

Trusted by clients in 50 states | $12M+ in tax savings | IRS Authorized e-File Provider

April M.  |  Orlando, FL

Business owner / Investor

"Great experience working with Strategic Account services. Very professional! They are located in Jacksonville, Florida, but distance shouldn’t matter. They make it easy to meet with over a digital call, and in between calls, they make it easy to communicate with and send documents to. "

Daniel G. | Houston, TX

Business owner / Veteran

"I just wanted to take a moment to express my gratitude to Strategic Tax for their exceptional support during my transition from military to civilian life. Navigating this new chapter has been challenging, but their professionalism and clear communication have made a world of difference for me and my family. I truly appreciate the personalized assistance they provided during this tax season. I highly recommend following them for their outstanding service and expertise! Thank you again, Strategic Tax!"

Mack T. | Jacksonville, FL

Business owner / Investor

"I’ve used turbo tax exclusively in the past but with new developments in my business I decided to go with a local company. I couldn’t be more happy with the results. It was easy, quick and painless. The mobile app allowed me to upload all of my documents as I received them and then had a 1 hour phone call to finalize my return. Awesome! "

Effortless Tax Consulting Services Tailored to You

With our secure client tax portal, you can upload, sign, and view your documents all in one place!

Whether you're at home or on the go, you'll always have access to your tax portal!

user-experience
Tax dome portal secure login

Bookkeeping

We help you get your books up-to-date and ready for taxes, loan approvals, or other transactions.

 

We provide you with a clear picture of your business’s financials. 

QuickBooks Dashboard showing invoices, expenses, profits & loss
QuickBooks interface and mobile app for bookkeeping

Tax & Advisory Services

Lower taxes + better structure
  • Strategic tax planning (not just filing)

  • Business & self-employed tax returns

  • High-income & multi-state tax support

  • IRS notices, audits & resolution

Bookkeeping & Accounting

Clean books + clear decisions
  • Monthly bookkeeping & reconciliations

  • Payroll & compliance support

  • Clean books for loans & investors

Real Estate  Services

Investor-first strategy + optimization
  • Investor-focused tax planning​

  • Cost segregation coordination

  • Short-term rental tax optimization

  • Multi-entity structuring

Cash Flow Management

We Integrate Seamlessly With the Tools You Already Use

No system overhauls. No tech headaches. We work inside your existing financial ecosystem.

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Including but not limited to: Wave, Xero, FreshBooks, Buildium, AppFolio, DoorLoop, Yardi, Clover, Venmo, Zelle, Wise, and more.

Customers

We Help You Achieve

Proper
Bookkeeping
& Reporting

Affordability of Operating Expenses

Cash Flow Management

Taxes: Unfiled, Owed, Resolution

Client Stories

Trey Hagins
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"Wadelene and her team are the best. Highly recommend her services!"

-Trey Hagins

We're Good
With Numbers

18

Years of Experience

12+ Mill

In Tax Savings 

States

50

States

Countries

9

Countries

Real estate agent helping family purchase a home
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JAXREIA Jacksonville real estate investors association
African American family
Real estate agent

Real estate tax law
is complicated,

However, our experience enables us to collaborate with various organizations in the real estate market to design unique tax planning solutions that reduce your tax obligation while expanding their operations.

Locations We Serve

Charlotte, NC Office

10130 Mallard Creek Rd, Suite 300, Charlotte, NC 28262

Jacksonville, FL Office

1301 Riverplace Blvd Suite 800, Jacksonville, FL 32207

With STA, Everything Is Possible

Ideal for business owners, self-employed professionals, and real estate investors who want proactive tax strategy.

Try Us Out

Book a free 15-minute consultation and we’ll map out your next best move.

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