Strategy Tax Group is A full service financial firm that offers individuals and small businesses a solution combining financial planning, tax advisory, bookkeeping/payroll, and Tax preparation. Our consultative approach delivers the power in having a dedicated financial advisor, bookkeeper, CPA and tax advisor usually only afforded to large corporations and ultra high net worth individuals while eliminating the inefficiencies and contradictions between sector proffesionals. Strategy Tax Group offers each client an Individualized finance and tax plan tailored to their unique situations. Allowing for faster implementation of complex tax stratigies, greatly lowering tax liability, resulting in faster wealth creation, greater long-term wealth preservation and a streamlined transfer of wealth to future generations.
STG’s commitment to excellence, precision, and unwavering professionalism, we provide a comprehensive range of financial solutions tailored to meet the unique needs of individuals and businesses alike eliminating the need to hire professionals in each sector.
Strategy Tax Group is dedicated to empowering individuals and small businesses in their journey towards wealth creation, preservation, and transfer. With a comprehensive suite of services, including financial planning, tax strategy, bookkeeping, tax planning, and tax preparation, the firm is well-equipped to address the multifaceted financial needs of its clients.
The focus on wealth creation involves developing personalized financial strategies that help clients identify and seize growth opportunities while optimizing their tax situations. By leveraging their expertise, clients can make informed decisions that contribute to their financial prosperity.
Wealth preservation is equally important, and Strategy Tax Group emphasizes the need for robust financial management and compliance with regulations. Their experienced professionals work collaboratively with clients to implement effective strategies that protect their assets and ensure sustainable financial health.
Furthermore, the firm recognizes the significance of transferring wealth to future generations. They provide guidance on estate planning and tax-efficient transfer strategies, ensuring that clients can pass on their wealth in a manner that aligns with their values and goals.
In summary, 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.