Unleash Your Financial Potential: Accounting Services at Your Fingertips

Whether you're a busy entrepreneur juggling multiple hats or an individual seeking financial clarity, we offer flexible accounting solutions to fit your needs. From temporary accounting help during peak seasons to comprehensive outsourced accounting, we'll handle the numbers so you can focus on what matters most.

Schedule a free call
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Unleash Your Financial Potential: Accounting Services at Your Fingertips

Whether you're a busy entrepreneur juggling multiple hats or an individual seeking financial clarity, we offer flexible accounting solutions to fit your needs. From temporary accounting help during peak seasons to comprehensive outsourced accounting, we'll handle the numbers so you can focus on what matters most.

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From Payroll to Profit: Your Full-Spectrum Accounting Solutions

Here at Strategic Tax Planning, we're not just another "QuickBooks and coffee" solution. We're your trusted partner in financial clarity, offering flexible accounting support tailored to your unique needs. We're a team of CPAs, Enrolled Agents, and other tax professionals passionate about helping businesses and individuals thrive. We offer:

  • Temporary Accounting Help
  • Outsourced Accounting
  • Tax Preparation and Planning
  • Payroll Services
  • Financial Analysis and Reporting
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See How R&D Credits Can Benefit You

Find out how to maximize your research and development (R&D) credit benefits. Our process is focused on transparency, client service, and deep technical expertise.
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Step 1: Request Complimentary Analysis

Get a free initial consultation to discuss your business's ambitions. After the call, we will request some limited additional information to help us refine your estimated credit benefits. This step usually takes 1-2 hours of your time. 

Step 2: Receive Proposed Scope of Work

After we evaluate the information gathered, we develop an estimated benefit and lay out the R&D study methodology that will best suit your business, along with the associated timeline and fees.

Step 3: Claim Your Credits

Once the full scope of work is agreed to, we request additional information and conduct interviews in order to determine the final amount of R&D costs under section 174 for the R&D credit. We create a detailed deliverable to support the results, including substantiation for the activities included as R&D.

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Beyond DIY: Unleash Your Growth with Comprehensive Accounting Support Services

Tired of wrestling with tax forms and chasing down invoices? You're not alone. Many businesses and individuals get bogged down in the financial weeds, losing precious time and energy on accounting tasks. But it doesn't have to be that way. At Strategic Tax Planning, we're more than just software or spreadsheets. We're a trusted team of CPAs, Enrolled Agents, and tax professionals dedicated to guiding you through the financial labyrinth.

Get in Touch with Our Financial Professionals

Ready to take control of your business’s financial future? Call us at today or fill out our contact form for a consultation on how we can help you achieve your financial goals.

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Learn About Partnering With Our Team

The Corporate Transparency Act is in effect. You can get started today by signing up to be notified for updates or by partnering with our team to proactively review your clients' business structures and tax planning strategies.

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FAQs

Unclear about our service? Dive into our FAQs for clarity and keep the questions coming.

Do you offer services for individuals and businesses?

Yes, our team at Strategic Tax Planning assists both individuals and businesses with accounting support.

I have an accountant already. Can I still use your service?

Yes, even if you already have an accountant you can still use our services for various outsourced accounting and tax services.

What if I am audited by the IRS?

If you are audited by the IRS, our team will assist you through the process, including responding to any inquiries and preparing necessary documentation.

View Insights From Our Team

Explore our curated list of downloadable PDFs and other resources for more information. 

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What is Happening with the Corporate Transparency Act?

The NSBA and others are challenging the constitutionality of the Corporate Transparency Act. What does this mean for a business's reporting requirements?

The Corporate Transparency Act Webinar

Join Erin Savery, CPA, MST, for a recorded webinar on this new compliance requirement for more than 30+ million businesses in the US. During the event, Erin will break down the key insights and implications of the CTA.

Analyzing the Potential Impact of the "Tax Relief for American Families and Workers Act of 2024"

Substantial tax relief and incentives for American families and workers is on the horizon depending on Senate outcome.
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Get Started Today

Do you have questions for tax professionals?
Fill out the form and we will schedule a free initial consultation with no commitment to learn more about how we can help you achieve your financial goals.

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