For over 45 years we've been your go-to for tax preparation, offering a full range of tax preparation services for individuals and businesses. Guiding individuals and businesses through tax planning, tax consulting, tax strategy planning, and other tax services. Tax planning and preparation are often afterthoughts-most people believe they only need annual tax preparation services.
That is, until you own your own business, want to start or sell a business, begin to think about retirement planning and maximizing investments, want to buy a car, house, or make another big purchase. We believe tax planning and preparation is just that-planning and preparation-which doesn't happen once a year, but each and every day throughout the year.
That is, until you own your own business, want to start or sell a business, begin to think about retirement planning and maximizing investments, want to buy a car, house, or make another big purchase. We believe tax planning and preparation is just that-planning and preparation-which doesn't happen once a year, but each and every day throughout the year.
Services
Tax & Financial Strategists, LLC is a full-service tax and accounting firm dedicated to providing our clients with professional and personal services in every area of tax services and preparation for individual and business needs. Our expertise ranges from basic tax consulting, management, and accounting services to more in-depth services such as detailed tax planning, IRS audits, business valuations, and international tax services.
Accurate record-keeping is essential to a successful business, yet it can also be complicated and time-consuming. Tax & Financial Strategists, LLC can help you with the organization and day-to-day tasks through our bookkeeping services so that you can focus on your core business. We have experience in the organization of day-to-day tasks of bookkeeping and record-keeping.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. At Tax and Financial Strategists, we'll help produce financial projections with forecasting, market trend analysis, and industry updates to provide top-level reports and detailed economic models.
Tax & Financial Strategists, LLC's payroll services can help you reduce the time spent on administrative tasks by developing and implementing a computerized payroll accounting system. This digitized system facilitates payroll processing, timely payment and preparation of tax returns. Good payroll management can improve a company's liquidity, reduce costs, and increase profitability.
When you own a business, sales tax management can often fly under the radar until an issue arises. At Tax and Financial Strategists, we work with you to manage your sales tax by determining whether you have taxable sales. We also assist clients with applications for a sales tax certificate and reporting number, as well as a retail certificate, so they're able to buy goods tax-free.
Reviews (3)
Kerry Hartman
Jul 20, 2021
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I’ve never had a better experience with tax consultant as I did with Lisa Zahorian. She walked me through the benefits of different entity classifications, setting up the entity properly, multi state filings, and the intricacies of filing married filing joint vs. married filing separate. She can handle the most complicated returns with ease and speed. She asks the probing questions that no preparer thought to ask. I would HIGHLY recommend Tax & Financial Strategist, ask for Lisa, you won’t be disappointed!
Scott Janson
Dec 01, 2020
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Blue Tomato
Sep 10, 2020
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I cannot say enough good things about Tax and Financial Strategists. I found them about 5 years ago and they have done been doing my taxes ever since. Lisa Zahorian and her team have guided me through everything in terms of tax preparation and planning so that there are no surprises come tax time. Whenever I have a question Lisa is right there to answer it for me. I own two businesses and that can get pretty complex in terms of tax strategy and Lisa works with me to maximize tax savings. Thank you so much! :)