1. STRATEGIC Tax Services
TAX GROUP
YOUR TAX PROFESSIONAL Individual and Business Tax Services We help our clients achieve their business,
and personal financial goals by taking a
The road to reaching your financial goals is proactive approach to minimize tax obliga-
not always as straight and smooth as you tions, and by providing you the specific and
would like. Strategic Tax Group is the partner relevant information to make educated
you need to help you steer clear of any sur- planning decisions for the future.
prises, and pitfalls that may happen along
your journey. We treat your individual, es-
tate, and business tax needs with the utmost
Tax planning—an essential element in the
care and attention to detail, to help you
overall tax process—is never overlooked.
achieve your financial goals.
We work with our clients to create a com-
prehensive tax plan, and our tax planning
professionals periodically review and up-
Tax Services date the plan, as circumstances change
Strategic Tax Group offers a wide array of over time.
services tailored to meet your specific tax
needs, including:
Qualified Tax Advisors
♦Tax return preparation and compliance
♦Comprehensive tax planning and consulting Tax laws often change dramatically each
♦Tax free exchange planning year. Our continuing education program,
♦Estate and gift planning coupled with more than 25 years of practi-
cal experience helps keeps the profession-
♦Strategies to minimize taxes
als at Strategic Tax Group knowledgeable
♦IRS issues
on the latest regulatory updates.
It’s important to have a partner working on
Tax Solutions your behalf to secure your future. Our tax
Our expertise in tax and business matters professionals take an integrated and con-
allows us to cater to each client’s specific set sultative approach to devising custom,
of circumstances—whether they are entrepre- high-quality tax strategies. We listen and
neurs, owners of closely held business, part- respond.
ners of a firm, or high net worth individuals.
Strategic Tax Group...your partner in tax for
you, your family, and your business.
To contact Strategic Tax Group, please call 972-788-1524 or visit our web site at www.strategictaxgroup.com
