No One Teaches You about taxes or How to Manage Money—Until It Costs You.
avoid the expensive trial-and-error phase. Whether you’re building, growing, or stabilizing your finances. we give you the tools and guidance to make smart decisions with confidence.
Too Many Money Moves, Not Enough Guidance.
From taxes to investments, it’s easy to feel overwhelmed. We make your next step clear—and help you plan for what’s next.
we are local cpa—tax experts providing our expertise in moreno valley, california
We pride ourselves on our rich history of empowering our clients through quick & easy tax preparation, and tailored financial strategies. Our vision is to simplify complex financial decisions, ensuring every client feels confident and informed.
“Their attention to detail and efficiency made a significant impact on my financial growth—in just one year, I saw remarkable improvements!”
- Nida A., Customer
Google Review
Our Achievements with our customers satisfaction in mind
With over 1,000 clients served, Strategix has successfully managed more than $500 million in assets. Our commitment to excellence is reflected in a 95% client satisfaction rate.
95%
Client satisfaction rate speaks volumes about our service.
1000+
Clients trust us for their financial success.
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
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 & finances?
Let us help you file with confidence and avoid costly surprises. Get started today.
Start Your Financial Journey Today
Schedule a consultation with our experts and take the first step toward financial success.
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Achieve Financial Freedom & save more money to secure your future
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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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