Achieve Financial Freedom & save more money to secure your future.
qualify for tax credits, grow your savings, manage your accounting & bookkeeping, make smart investments, start a trust for your legacy, and achieve financial stability—with our expert guidance every step of the way.
let's Start With a Conversation That Counts.
Connect with our team for guidance that’s personal, proactive, and built around your unique financial needs.
Common Questions We Have Answers To (or FAQs)
What is a consultation?
A consultation is an initial meeting where we discuss your financial goals and needs. It allows us to understand your unique situation and how we can assist you. This personalized approach ensures that we create a tailored plan just for you.
How long does it take?
Typically, our consultations last about one hour. This timeframe allows us to cover all essential topics thoroughly. We want to ensure you leave with a clear understanding of your options.
Is there a fee?
Our initial consultation is complimentary. This allows you to explore our services without any financial commitment. We believe in providing value from the very start.
What should I bring?
Please bring any relevant financial documents, such as tax returns and investment statements. This information will help us better understand your situation. If you’re unsure, just ask us before your appointment.
Can I reschedule?
Yes, we understand that schedules can change. Please contact us as soon as possible to reschedule your consultation. We will do our best to accommodate your new preferred time.
How can Strategix CPA help me save on taxes?
Strategix CPA provides expert tax planning and preparation to maximize deductions, reduce liabilities, and ensure compliance with tax laws.
What financial management services do you offer for businesses?
We provide bookkeeping, profit and loss analysis, business entity formation, and financial consulting to help individuals with any earning levels and businesses grow and stay financially healthy.
Can Strategix CPA assist with retirement and estate planning?
Yes, they provide tailored strategies to secure your financial future through retirement and estate planning, helping you build and protect wealth.
How does professional bookkeeping benefit my business?
Accurate bookkeeping helps track expenses, manage cash flow, and prepare for tax season, ensuring financial stability and better decision-making.
We handle the hard part so you can stay stress-free.
Experience a personalized consultation designed to meet your unique financial needs and goals.
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.
tax preparation & filing
- Federal and State Income Tax Returns
- Non-Resident and Dual-Status Tax Returns
- Amended Tax Returns
tax Planning
- Maximize Deductions & Credits
- Tax strategies for life changes (marriage, children, homeownership)
- Reduce debt and improve credit scores
other services
- Strategies for IRA, 401(k), and other retirement accounts
- Trusts, wills, and wealth transfer guidance
- Assistance during IRS or state tax audits
Advanced Tax Strategies
- Minimizing liabilities through investments and trusts
- Charitable giving and philanthropic tax strategies
estate planning
- Trust and inheritance tax optimization
wealth planning
- Asset allocation and risk management
- Tax-efficient investment strategies
Multi-State Tax Compliance
- Assistance for individuals with income or properties in multiple states
Tax Preparation & Filing
- Corporate Tax Returns (Form 1120)
- S-Corporation Tax Returns (Form 1120-S)
- Partnership Tax Returns (Form 1065)
- Payroll Tax Filings (Form 941/940)
- Self-Employment Tax Returns (Schedule C)
Business Formation & Compliance
- Entity selection (LLC, S-Corp, C-Corp)
- Registration and setup of EINs
Bookkeeping & Payroll Services
- Monthly, quarterly, or annual bookkeeping
- Payroll processing and compliance
Financial Consulting
- Budgeting and forecasting
- Profit and loss analysis
- Cash flow management strategies
Audit Representation
- Assistance during IRS or state audits
Tax-Exempt Filings
- Preparation of Form 990 and related schedules
Tax-Exempt Filings
- Assistance with maintaining tax-exempt status
Bookkeeping & accounting
- Accurate tracking of donations and grants
Audit support
- Guidance through nonprofit-specific audits and reviews
Real Estate Professionals
- Depreciation and 1031 exchange strategies
- Rental property income tax filings
Healthcare Providers
- Specialized deductions for medical practitioners
- Tax planning for independent contractors and practices
Freelancers and Gig Workers
- Self-employment tax filings (Schedule C)
- Deducting business expenses (home office, equipment)
Construction and Trade Professional
- Job costing and project-based accounting
Retail and E-Commerce
- Inventory management and sales tax compliance
Schedule Your Consultation Today.
Take that first step towards financial success with a personalized consultation. Our experts are ready to guide you through your unique financial journey.
Get Expert Advice—No Guesswork, Just Clarity.
Fill out our form to schedule a personalized consultation with a trusted advisor.
Curious About How Taxes Really Work?
Visit our Resource Center for clear, easy-to-understand guides, tips, and updates straight from our IRS experts.
Ready to Take Control of Your Taxes?
Let us help you file with confidence and avoid costly surprises. Get started today.
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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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