tailored tax & financial services that's easy to understand and follow
We create personalized tax and financial strategies designed to meet your unique goals with real results.
Explore Our Comprehensive Solutions
At Strategix, we help you avoid costly financial mistakes before they happen. From tax planning to asset protection, our experts turn risks into strategies—before they become regrets.
Tax Planning & Compliance
we uncover tax credits, missed deductions and help you avoid penalties—before they become problems.
Wealth Management
Lasting wealth takes more than saving. let's build, protect, and diversify through trusts, real estate, and smart investment strategies.
Retirement Planning
you only retire once—make sure you're ready. together, we plan with confidence, so your savings last as long as you do.
Business Financial Consulting
we know Running a business takes more than passion. we can find financial risks early and build strategies that keep you moving forward.
Your financial clarity starts with one conversation
Save more on taxes with smart planning and expert help.
We make taxes simple. Our custom plans help you save more — stress-free.
Tax Strategies
Personalized approaches to qualifying for tax credits
Compliance Assurance
We prepare and file for tax filing extension requests when needed
Strategic Wealth Solutions for High-Net-Worth Individuals
Preserve what you've built. Protect what matters most. Plan for what’s next.
Asset Protection & Risk Management
shield your assets from unnecessary risk with proven strategies—from liability protection to tax-efficient structures.
Legacy & Estate Planning
From trusts to succession strategies, we help you ensure your wealth benefits the people and causes that matter most.
Financial Strategy That Fuels Your Mission
with our guidance, non-profits are able to maximize their resources, maintain compliance, and plan for long-term impact — so you can focus on what matters.
empower Your Future with a retirement plan that makes sense to you and your lifestyle.
Our Retirement Planning services are designed to help you maximize your savings while ensuring a secure financial future. We tailor strategies to fit your unique goals and lifestyle.
Savings Strategies
Discover effective methods to grow your retirement funds and achieve your financial dreams.
Independence Planning
Ensure your financial independence with personalized plans that adapt to your needs.
overall Comprehensive tax & Financial Consulting, Simplified.
We help individuals, high earners, business owners & non-profits with accounting, bookkeeping, smooth payroll, and tax compliance that's easy to follow. Your custom solutions that'll boost profits.
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 free Consultation Today.
Our main goal is to tailor hassle-free ways to meet your needs and goals & 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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