From filing taxes to future planning, we make finances simple, smart, and stress-free — so you can focus on what you do best.
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.
We make taxes simple, whether you’re newly employed or run the busiest family. Our custom plans help you save more — stress-free.
Preserve what you've built. Protect what matters most. Plan for what’s next.
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.
It’s never too early—or too late—to plan your future.
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.
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.
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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