we provide free consultations—let's get you clarity & confidence
No pressure. No jargon. Just answers.
Whether you’re filing taxes, managing a business, or just need help understanding your finances—our free consultation is the first step toward being in control.
what you'll get:
- A 15-30 minute session with a local expert
- Personalized guidance based on your tax or money goals
- A simple breakdown of what to expect next
- ZERO obligation to book services
who our services are for:
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
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-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
local & convenient
We’re based right here in Moreno Valley, CA and we love helping our community thrive. You can meet us in person or hop on a virtual call—whatever works for you.
Schedule Your Consultation Today.
Take that first step towards financial success with a personalized consultation. Our experts are ready to guide you through your unique financial journey.
you're one step closer to your peace of mind.
We’re excited to meet your and help make taxes one less thing to stress about.
Serving Moreno Valley and surrounding areas.
Curious About How Taxes Really Work?
Visit our Resource Center for clear, easy-to-understand guides, tips, and updates straight from our IRS experts.
Ready to Take Control of Your Taxes?
Let us help you file with confidence and avoid costly surprises. Get started today.
Nonprofit Taxes Made Simple: What You Need to Know
Starting a Business? Here’s What You’ll Need for Each Type of Entity
1099 Taxes Explained Simply: What It Is & What You Need to Do
How Financial Literacy Can Make You Crazy Rich (Even If You’re Broke Right Now)
The Best Way to Write and Send a Credit Dispute Letter and Fix Your Credit – IRL
Credit Score Comeback: Clean It Up & Boost Your Score
What Rich People Do With Their Money—And How You Can Too
How Warren Buffett Made His Money—and How You Can Grow Yours Too
Learn more about tax & finances by subscribing to our Newsletter:
Quick Links
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.
© All Rights Reserved Strategix Tax Solutions & Financial Consulting