We Work With Business Owners and Executives Who...

  • Seek proactive coordination between investment, business and tax decisions.
  • Need personal and business tax returns prepared with an integrated strategy.
  • Prefer a single advisory relationship for financial, investment, and tax matters.

Wealth Management

  • Personalized Portfolio design aligned with goals, risk profile and tax efficiency
  • Ongoing investment management and re-balancing with disciplined risk control
  • Retirement and cash-flow modeling including business owner retirement strategies
  • Estate and wealth transfer coordination with tax-aware legacy planning
  • Executive compensation & liquidity event planning (RSU, ISO, NQSO, business sale)

Taxes

  • Individual and business tax return preparation (S-Corp, LLC/Partnership, Trusts)
  • Quarterly Tax estimates & Payment planning to avoid surprises
  • Multi-state and complex income reporting (K-1, pass-through, investment income)
  • Proactive tax calendar management (deadlines, elections, filings)
  • Integration with investment activity (capital gains, loss harvesting, dividends, AMT review)

Tax Advisory & Planning

  • Tax-efficient investment strategy & income timing
  • Entity structure & compensation planning for business owners and executives
  • Retirement contribution & distribution strategy (Solo-401k), 401k, Cash Balance DB, ROTH-IRA conversions)
  • Business exit & liquidity tax optimization (QBI, gain exclusion, installment strategies)
  • Estate, gifting, and trust tax strategy to protect legacy and minimize future taxes

Bookkeeping & Accounting

  • Monthly accounting and reconciliations for clean decision-ready financials
  • Clean-up Bookkeeping
  • Chart of Accounts optimization for accurate reporting and tax alignment
  • Financial Statement delivery
  • Year-end close & Books-to-tax integrations


Your investments, taxes, planning, and financial reporting --- integrated into one coordinated strategy.

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Why Integration Matters

Traditional advisors focus on investments. Accountants focus on taxes. The gap between them costs high-income professionals thousands in missed opportunities.

At Strategic Wealth and Taxes, we close that gap. We model decisions across both sides ----- investments, retirement contributions, entity structure, and cash flow ----- to help you make smarter, after-tax decisions.