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Tax Advising

taxes are in our DNA

Our company was founded by a tax focused CPA over 40 years ago and that legacy is alive today.

Taximizer

the meaning

[Tax-i-mize-er]

Noun

“A professional who specializes in minimizing the amount of cash you spend on taxes and who optimizes the returns made on investments through strategic tax planning.”

[Tax-i-miz-ing]

Verb

“The act of reducing an individual's / business's total taxes by leveraging Integrated Wealth Strategies.”

Everywhere you turn there are taxes and more taxes:

  • Federal Taxes
  • State Taxes
  • Capital Gains Taxes
  • Property Taxes
  • Estate Taxes
  • Sales Tax

At Strada Financial Group we leverage our unique skill set and imbed “taximizing” into all the services we provde.  It forms the foundation of everything we do.

“The best way to teach your kids about taxes is by eating 30% of their ice cream." - Bill Murray

Individual Returns

Providing clarity to the complex tax laws

Some taxes can be deferred, while others can be managed through tax-smart investing.  

With a carefully crafted plan in conjunction with regular reviews, we may be able to:

  • Reduce your annual taxes
  • Minimize capital gains tax
  • Improved after-tax investment returns
  • Optimize when you pay your taxes

Business Returns

Efficient tax planning

Implementing sound tax strategies and managing your tax liabilities are essential to running a successful business.  We understand the challenges you face trying to manage all the different aspects of your business.

Our tax professionals are ready to assist your business with completing the required tax returns, all while minimizing your tax exposure.

We have experience working with the follow business entities:

  • S-Corporations and C-Corporations
  • Sole Proprietors and Partnerships
  • Non-Profits
  • LLC's
Man Working on Personal Taxes

Estate & Trust Taxes

Reduce and possibly eliminate

With the right structure in place you may be able to avoid some or all of the expensive estate taxes.  It is important that you understand your options before it is too late.  

A few things to consider are:

  • How do I maximize my estate tax exemptions?
  • Should I transfer assets from my estate before I die?
  • How can life insurance play a role in my estate?
  • Would a trust make sense for my estate?

Trusts can be a great estate planning tool.  Knowing how the taxation of trusts should be handled can be complicated.  That’s were we come in; our tax professionals are available to assist you with preparing and filing the required returns.

Our Services

Benefiting the Lives of Those We Serve

Investment Management

A partner to oversee your money while you enjoy life.

Financial Planning

Helping you with life’s biggest decisions.

Real Estate Investments

Benefit of ownership without all the hassle.

Consulting

Strategic advice within reach with your own personal CFO.

Start Investing Today


or give us a call at 503.667.5355

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