Tax Preparation

Individual Tax Preparation

Filing your taxes can seem like a daunting task with ever-changing requirements at the federal, state, and local levels. StratIQ provides tax planning and preparation for individuals and small businesses. We can help you find every credit and deduction you qualify for to ensure that your tax is minimized or, if applicable, your refund is maximized. Our commitment is proactively advising you on changes that could impact your individual, business, investment, or estate tax returns.

With you all the way

StratIQ will walk you through filing your taxes quickly and efficiently, with nearly the entire process completed virtually through phone, chat, or video communications. For individuals, we will help you accurately file your Form 1040, U.S. Individual Income Tax Return, and, if applicable, your state income tax return. We also provide support after your taxes are filed and are available to help you with financial planning services based on your individual needs.

Download free individuals tax preparation checklist

Business tax preparation

Small Business owners structured as a sole proprietorship, C Corporation, S Corporation, Partnership, or LLC often require specialized tax guidance based on their industry and financial goals. StratIQ will work with you to determine the optimal approach to filing your taxes. With over 20 years of experience working with business owners, StratIQ will work to understand how your company operates, investigate how the tax laws impact your business, and implement strategies that provide the optimal benefit to your company

Eliminating Complexity

The tax law is complex, and knowing which provisions and planning opportunities apply can be tricky. StratIQ can help you take the guesswork and stress out of filing your taxes. Leave the planning and preparation to us. 

Download free business tax preparation checklist

free Business Tax Preparation Checklist

free Business Tax Preparation Checklist

free Business Tax Preparation Checklist

free Business Tax Preparation Checklist