Too Much at Stake for Guesswork
Between managing companies, investments, and your personal wealth—there’s no room for missed details. We simplify the complex, giving you clarity and confidence in every financial decision.
we are a local cpa firm — tax and financial experts in moreno valley, ca
we prepare and file taxes, extend them, provide accounting & bookkeeping, manage all levels of finances and more for individuals and businesses.
Your Capital Should Work—Without Risking It All
maintain liquidity without compromising growth. From volatile markets to concentrated holdings, we uncover risks early—and create solutions that give you room to move safely.
You Earned It — Now Keep More of It.
Substantial wealth attracts substantial scrutiny. We reduce exposure with smart structures, tax optimization, and compliant preservation strategies that work across jurisdictions.
Wealth Is Earned. Protection Is Engineered.
Your holdings are diverse—but so are the threats. We fortify your wealth through secure frameworks that span investments, trusts, real estate, and cross-border assets.
85%
Client satisfaction rate based on our tailored strategies.
90%
Increase in assets under our management over the last year.
"Strategix helped me grow and protect my portfolio while minimizing tax exposure. Their personalized guidance was instrumental in reaching my investment goals with confidence and clarity."
– Tarek K.
Customer
Build for the Future—Exit With Intention
Whether preparing for a liquidity event or legacy transfer, we help you exit wisely and plan generationally. From family governance to charitable trusts, we ensure your wealth creates lasting impact.
Start Your Financial Journey Today
Schedule a consultation with our experts and take the first step toward financial success.
Common Questions We Have Answers To (or FAQs)
what is wealth management?
Wealth management is a comprehensive service that combines investment management, financial planning, and tax strategies. It aims to grow and protect your assets while aligning with your financial goals. Our team customizes strategies to meet your unique needs.
Who needs Wealth Management?
Wealth management is beneficial for individuals with significant assets, business owners, and high-net-worth clients. If you seek to optimize your investments and plan for the future, our services are designed for you. We help ensure your wealth is managed effectively.
How do you charge?
Our fees are typically based on a percentage of assets under management. We also offer flat fees for specific services, ensuring transparency in our pricing. This allows you to choose a structure that best fits your financial situation.
What services do you offer?
We provide a range of services, including investment management, retirement planning, and tax optimization. Our team also offers estate planning and risk management strategies. Each service is tailored to help you achieve your financial objectives.
How do I get started?
Starting with us is easy! Schedule a consultation to discuss your financial goals and needs. Our team will guide you through the process and create a personalized plan.
Curious How the Affluent Use LLCs & Trusts to Invest Smarter?
Discover how legal entities can help you purchase real estate, shield assets, and pass on wealth—while keeping your tax exposure in check.
Ready to Let Your Wealth Work—So You Can Live Well?
From bespoke portfolios to high-yield opportunities, we help you invest with clarity and confidence—so your money supports the life you’ve earned.
still have questions — we're here to help!
give us a call to get started on your financial journey.
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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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