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.

with more income comes smarter planning

Preserve what you've built. Protect what matters most. Plan for what’s next.

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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.

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.

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.

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tax preparation & filing

tax Planning

other services

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Advanced Tax Strategies

estate planning

wealth planning

Multi-State Tax Compliance

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Tax Preparation & Filing

Business Formation & Compliance

Bookkeeping & Payroll Services

Financial Consulting

Audit Representation

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Tax-Exempt Filings

Tax-Exempt Filings

Bookkeeping & accounting

Audit support

Real Estate Professionals

Healthcare Providers

Freelancers and Gig Workers

Construction and Trade Professional

Retail and E-Commerce

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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