Moreno Valley, CA 92555
Your Financial Partner
We are dedicated to being your trusted guide in achieving financial success. Our mission is to empower you with personalized strategies that align with your unique goals and values.
Our commitment to your financial success
We pride ourselves on our rich history of empowering clients through 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
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
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
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
Your Taxes Finances Retirement Business Wealth Done Right.
Start Your Financial Journey Today
Connect with the Strategix team to explore tailored financial solutions that meet your unique needs. Schedule a consultation now and take the first step toward achieving your financial goals.
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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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