we are a local cpa tax and financial experts in moreno valley, ca

we prepare and file taxes, accounting & bookkeeping, manage finances and more for individuals and businesses

every great financial journey begins with a challenge

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that’s where we come in.

we will tailor a financial plan that's unique to you.

With tailored financial strategies, we can ensure you reach your unique needs and sucess whether you’re an individual, business owner, or high-networth client.

Custom business solutions for over 11 years

At Strategix Tax & Finance, we offer tailored tax, bookkeeping, payroll, and financial planning solutions for individuals, families, and small businesses. Our goal? Help you keep more of your money, plan ahead, and grow with confidence—all year long.

Helping You Keep More of What You Earn

We love finding every credit, deduction & strategy to help you save—it's about more than taxes, it's empowerment.

Building Real Relationships

We don’t just handle forms—we build relationships and love seeing your progress grow year after year.

Supporting Small Business Growth

From business entity formation to tax planning, we’re your partner in growth—cheering you on and helping your business thrive.

Simplifying the Complex

Finance and taxes are tough—we make them simple, clear, and stress-free so you can focus on what matters most.

we'll make managing your cash & taxes easy.

fill our our form to schedule a consultation with our experts and take the first step toward financial success.

Achieve Financial Freedom & save more money to secure your future.

We can help you qualify for tax credits, grow your savings, diversify your portfolio, and achieve financial stability—with expert guidance every step of the way.

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Curious About How Taxes Work, or how to diversify a portfolio like warren buffet?

Visit our Resource Center for clear, easy-to-understand guides, tips, and updates straight from our IRS experts.

ready to let us handle your taxes and manage your finances?

From tailored tax, bookkeeping, payroll, and financial planning solutions for individuals, families, and small businesses, get in contact with one of our expert CPAs or Enrolled Agents today.

Learn more about tax & finances by subscribing to our Newsletter:

Strategix Tax Solutions | Moreno Valley, CA

Strategix CPA, based in Moreno Valley, CA, offers tax preparation, filing, bookkeeping, financial consulting, business entity formation, profit and loss analysis, and retirement and estate planning services.

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