What we do:

Strategy Tax Group is a full-service tax and accounting firm committed to helping individuals, families, and businesses build, protect, and transition wealth with confidence and clarity. Our strength lies in combining deep, technical knowledge of federal and state tax codes with broad expertise in finance, investments, business consulting, accounting, and estate planning.

We don’t just focus on filing season — we take a year-round, strategic approach to financial planning. Our team works closely with clients to develop and implement long-term strategies designed to minimize tax liabilities while supporting broader financial goals. From retirement planning and education funding to trust structuring and multi-generational wealth transfer, we bring refined techniques and forward-thinking solutions to every stage of your financial journey.

Strategy Tax Group is committed to guiding clients through the intricacies of financial management, helping them create, preserve, and transfer wealth effectively with tailored solutions that meet their unique circumstances.

What truly sets us apart is our emphasis on strategy and foresight. We’re not just accountants — we’re partners in your financial future. Whether you’re growing a business, planning for retirement, or establishing a legacy, Strategy Tax Group offers the insight, precision, and professionalism you need to succeed, all while ensuring full compliance with ever-evolving tax regulations.

“Building wealth isn’t just about numbers—it’s about strategy, vision, and legacy. At Strategy Tax Group, we turn complex planning into lasting peace of mind.”