take control of your finances — we'll handle the rest
From filing taxes to future planning, we make finances simple, smart, and stress-free — so you can focus on what you do best.
you have goals. we have the strategy.
Whether you’re running a business, planning retirement, managing a nonprofit, or just trying to make sense of your taxes — we’re here to help you thrive.
Your financial clarity starts with one conversation
Tax time doesn't have to be stressful
We make taxes simple, whether you’re newly employed or run the busiest family. Our custom plans help you save more — stress-free.
- Tax preparation & e-filing
- Self-employment & freelancer returns
- Education, child tax, and homeownership credits
- IRS correspondence & audit protection
- Year-round tax and finance strategy & support
with more income comes smarter planning
Preserve what you've built. Protect what matters most. Plan for what’s next.
- Multi-stream income reporting
- Asset protection & trust coordination
- Charitable giving strategies
- Advanced tax-saving plans
- Executive compensation & equity management
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.
- 501(c)(3) entity set-up & compliance
- Annual tax filing (Form 990)
- Grants financials & donor tracking
- Budgeting, audits & financial reporting
It’s never too early—or too late—to plan your future.
Empower Your Future with a retirement plan that makes sense to you and your lifestyle.
- IRA & Roth IRA retirement guidance
- Tax-efficient retirement income strategies
- Social Security & pension planning
- Retirement withdrawal planning
- Legacy & estate tax planning
why our clients choose us: you're not just another number.
We customize every plan based on your goals, your industry, and your future. We simplify the complex and guide yo with clarity, empathy, and expertise.
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
Your financial future starts Today.
LET’S MAKE IT HAPPEN — TOGETHER.
Whether you’re catching up or leveling up, we’re here to walk the financial path with you. No shame. No jargon. Just strategy that works.
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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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