We Are Tax Experts
Tax planning and preparation are often afterthoughts—most people believe they only need annual tax preparation services. That is, until you own your own business, want to start or sell a business, begin to think about retirement planning and maximizing investments, want to buy a car, house, or make another big purchase. We believe tax planning and preparation is just that—planning and preparation—which doesn't happen once a year, but each and every day throughout the year. We are here for you.
For over 45 years, our team has been your go-to for tax preparation services, offering tax advice and planning strategies for both individuals and businesses.
Hurricane Ian Tax Relief
To our clients impacted by Hurricane Ian, you may be eligible to deduct a casualty loss on your 2021 or 2022 tax return. Please see link for more information, or contact us directly at (239) 405-8395.
You can also check out these IRS resources for more information:
> Help for victims of Hurricane Ian
> IRS announces tax relief for victims of Hurricane Ian in Florida
> IRS: Hurricane Ian victims in Florida qualify for tax relief; Oct. 17 deadline, other dates extended to Feb. 15
> Tax Relief in Disaster Situations
> Reconstructing Records After a Natural Disaster or Casualty Loss
Whether you are an individual or own a business, Tax & Financial Strategists, LLC offers a full range of services to help with your specific tax and accounting needs. Below you’ll find descriptions of the core services we provide to help you in your tax planning and tax preparation services.
Accounting & Payroll
If you’re a business owner, you have to keep a pulse on your accounting year-round. From payroll and bookkeeping services to forecasting market trends and creating top-level reports, Tax & Financial Strategists has got you covered.
Audits & IRS Correspondence
Dealing with the IRS can be nerve-wracking, and having professional audit representation can be vital. At Tax & Financial Strategists, we’re experienced in audit representation and guiding clients when working with federal and state agencies.
Our team is an extension of your business—we won’t just give you tax advice and leave.We'll not only give tax advice, but we’ll continually work with you throughout the year providing tax planning strategies, tax preparation, audit representation, and bookkeeping services to help your business minimize tax consequences and maximize financial returns.
Financial & Retirement Planning
Retirement planning goes hand in hand with tax planning into achieving your financial goals. From navigating trust tax and pension plans to profit sharing and forecasting, we work with trusted advisors to help you maintain financial independence and achieve your financial goals.
Individuals, Trusts, Estates
Ensuring financial security for loved ones means staying on top of your personal tax preparation. From trust and estate planning to international taxation laws and navigating debt, we’ll work with you to give tax advice to support your loved ones.
Real Estate Division
When you’re looking to buy or sell your residential or commercial property, purchase your dream property, or sell what you currently own, trust that our licensed real estate division works and our tax professionals are here to guide you through the process of tax planning and changes that ensue.
“Tom Wanderon has been my accountant for more than forty years. During that time he has counseled me on everything from personal and company tax returns to mergers and acquisitions. Whatever success I have had in business, Tom has played an important role as my financial advisor.”
“Tax and Financial Strategists, LLC has been instrumental in helping us establish our business. All of our matters and concerns are met with the highest degree of professionalism and always in a timely manner. Our tax strategist, Lyn Schantz, collaborates with us to fully understand the unique aspects of our business and our income tax needs. Lyn helps to significantly reduce the tremendous burden tax preparation can be and we wouldn’t be where we are today without her expertise and guidance!”
“I have been using Tax & Financial Strategists for over 25 years. I am always impressed with their kindness and professionalism. The entire office is very helpful from the minute they answer the phone. Lisa is the best! She is always there for me and able to answer my questions.”
“I have been using Tax & Financial Strategists for all of my accounting needs personally & professionally for the past 12+ years and Lyn and her staff are remarkable. They provide great service and their efforts are unmatched. I highly recommend them.”
“Lisa Zahorian and her team have guided me through everything in terms of tax preparation and planning for the past 5 years. They take care of all of my bookkeeping so there are no surprises come tax time. Thank you!”
“Tax & Financial Strategists have been taking care of my personal and business taxes for 10 years. They also handle all of my bookkeeping. They are the BEST! I highly recommend them.”