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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
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.