Strategic Tax Accountant

Strategic Tax Accountant Strategic Tax Accountants is a full-service tax & accounting firm dedicated to getting results.

Strategic Tax Accountants is a leading accounting and tax firm dedicated to helping businesses achieve their goals. Known for precision and personalized service, our team specializes in tax preparation, tax resolution, business advisory, and financial planning. As an IRS-licensed Enrolled Agent firm, we bring expertise and integrity to every client interaction, ensuring compliance and maximizing s

avings through tailored tax strategies. We’re driven by the philosophy that tax planning should empower clients, not just meet deadlines. By providing year-round support, proactive tax guidance, and up-to-date insights on the latest tax laws, we help clients confidently navigate the complexities of finance.

06/03/2026

☀️ Summer Hours We’re Still Here for You

Hey, quick update from the STA team.

Starting June 8, our offices are moving to summer hours.

🕘 Monday through Thursday
🕓 9 AM to 4 PM

This schedule will remain in effect through September 11.

We’re still taking appointments in person at our Jacksonville and Charlotte offices and virtually nationwide.

Summer schedules fill up quickly, so if you have tax planning, accounting, payroll, or business needs coming up, now is a great time to reserve your spot.

🔗 Book your appointment: www.strategictaxaccountant.com
📲 Jax: (904) 479 8838 | CLT: (980) 215 9888

☀️ We’re Moving to Summer Hours Starting June 8To better serve our clients during the summer season, our office hours wi...
06/02/2026

☀️ We’re Moving to Summer Hours Starting June 8

To better serve our clients during the summer season, our office hours will be changing beginning June 8.

What to know:
🔹 Summer hours begin June 8
🔹 Offices will be open Monday through Thursday from 9 AM to 4 PM
🔹 Summer schedule runs through September 11
🔹 Appointments are available in Jacksonville, Charlotte, and virtually nationwide

We’re still here, still taking appointments, and ready to assist with your tax and accounting needs throughout the summer.

🔗 Book your appointment before the schedule fills up: www.strategictaxaccountant.com
📲 Jax: (904) 479 8838 | CLT: (980) 215 9888

P.S. Save this post so you have our updated summer hours handy.

Ready to keep more of your rental income? We’ll show you three tax strategies many investors miss—cost segregation, mana...
06/02/2026

Ready to keep more of your rental income? We’ll show you three tax strategies many investors miss—cost segregation, managing passive activity rules, and safe-harbor repairs—and how they translate to real savings. Our IRS‑Enrolled Agents combine technical clarity with real-world results: STA has helped clients realize over $12M in tax savings. Want a quick example of the impact on a single property? Watch the clip and see how these methods could cut your tax bill this year. Serving property owners in Jacksonville and Charlotte—let’s talk next steps! https://wix.to/AygjtCg

📅 June Tax Deadlines: Here’s What’s Due This MonthJune brings several important tax deadlines especially for taxpayers w...
06/01/2026

📅 June Tax Deadlines: Here’s What’s Due This Month

June brings several important tax deadlines especially for taxpayers who make estimated payments or have filing obligations outside the standard tax season.

What to know:
🔹 Estimated tax payments may be due for certain taxpayers
🔹 Self employed individuals freelancers and investors should review their obligations
🔹 U.S. citizens living abroad may have filing requirements this month
🔹 Extended returns should already be in progress to avoid last minute stress

Staying ahead of deadlines can help prevent penalties and give you more time to plan effectively. A little preparation now can make the rest of the year much smoother.

🔗 Book a consultation: www.strategictaxaccountant.com
📲 Jax: (904) 479 8838 | CLT: (980) 215 9888

P.S. Save this post and refer back to it throughout the month to stay on track.

05/29/2026

📍 Jacksonville, FL — Where It All Started, Still Going Strong.

Our Jacksonville office is where Strategic Tax Accountants was built and we are proud to continue serving individuals families and business owners across Florida.

What to know:
🔹 In person appointments are available in Jacksonville
🔹 Tax services for individuals and businesses
🔹 Experienced support for tax planning preparation and resolution
🔹 Virtual appointments are also available nationwide

If you are in Jacksonville and still do not have a tax team you trust it may be time to change that.

Come see why our clients stay.

🔗 Book your Jacksonville appointment today link in bio
📲 Jax: (904) 479 8838 | CLT: (980) 215 9888

📈 Investors: Do You Actually Know What You Paid for Your Stocks? It Affects Every Tax Return.Many investors focus on gai...
05/28/2026

📈 Investors: Do You Actually Know What You Paid for Your Stocks? It Affects Every Tax Return.

Many investors focus on gains and losses but overlook one of the most important pieces of tax reporting which is cost basis.

What to know:
🔹 Cost basis is generally what you originally paid for an investment
🔹 Taxes are based on the difference between purchase price and sale price
🔹 Incorrect basis reporting can lead to overpaying taxes or missing deductions
🔹 Inherited assets stock splits and reinvested dividends can all affect basis calculations

This is one of the most overlooked areas in tax planning especially for investors with long term holdings or multiple transactions.

If your basis is incorrect your tax return may be too.

🔗 Book a consultation: www.strategictaxaccountant.com
📲 Jax: (904) 479 8838 | CLT: (980) 215 9888

P.S. Accurate investment reporting starts with understanding your cost basis.

📅 June 15 Is 3 Weeks Away. If You Owe Quarterly Taxes, Here’s What to Do Now.Quarterly estimated tax deadlines can arriv...
05/27/2026

📅 June 15 Is 3 Weeks Away. If You Owe Quarterly Taxes, Here’s What to Do Now.

Quarterly estimated tax deadlines can arrive faster than expected and waiting until the last minute can create unnecessary stress.

What to know:
🔹 Estimated payments commonly apply to self employed individuals investors and income without withholding
🔹 Underpaying throughout the year may lead to penalties
🔹 Safe harbor rules may help reduce underpayment issues
🔹 Planning ahead gives you more time to estimate accurately

Waiting until the deadline approaches can make planning harder and increase the chance of surprises. Reviewing your numbers now can help you stay prepared.

🔗 Book a consultation: www.strategictaxaccountant.com
📲 Jax: (904) 479 8838 | CLT: (980) 215 9888

P.S. The best time to calculate estimated taxes is before the deadline starts getting close.

💵 Cash Flow ManagementHas your business ever had a profitable month on paper but still struggled to pay its bills?We hel...
05/26/2026

💵 Cash Flow Management

Has your business ever had a profitable month on paper but still struggled to pay its bills?

We help business owners optimize cash flow so money comes in when you need it and goes out strategically instead of all at once.

What we do:

🔹 Review cash movement and spending patterns
🔹 Help manage incoming and outgoing funds
🔹 Identify potential cash flow gaps
🔹 Build strategies for stronger financial planning

The result:

You gain a clearer view of your cash position and make more confident business decisions without constantly being surprised by what is in your account.

Good cash flow does not happen by accident. Let’s build a plan.

🔗 Book a consultation: www.strategictaxaccountant.com
📲 Jax: (904) 479 8838 | CLT: (980) 215 9888

Memorial Day Office Closure ReminderPlease note that our office will be closed on Monday, May 25 in observance of Memori...
05/22/2026

Memorial Day Office Closure Reminder

Please note that our office will be closed on Monday, May 25 in observance of Memorial Day.

We will resume normal business hours on Tuesday, May 26. Any calls, messages, or inquiries received during the holiday closure will be addressed once we return.

We appreciate your continued support and wish everyone a safe and meaningful Memorial Day as we honor and remember those who served.

🔗 Book a consultation: www.strategictaxaccountant.com
📲 Jax: (904) 479 8838 | CLT: (980) 215 9888

📍 Charlotte, NC — We’re Here. We’re Local. We’re Ready.Our Charlotte office is open and serving clients across the great...
05/21/2026

📍 Charlotte, NC — We’re Here. We’re Local. We’re Ready.

Our Charlotte office is open and serving clients across the greater Charlotte area and beyond. Whether you’re a business owner, a family, or a working professional, we’re here to help.

What we offer:
🔹 In-person appointments are available
🔹 Tax services for individuals and businesses
🔹 Personalized support from our experienced team
🔹 Virtual appointments are also available

Same Strategic Tax Accountants expertise now serving you right here in North Carolina.

🔗 Book your appointment in Charlotte today, link in bio
📲 Jax: (904) 479 8838 | CLT: (980) 215 9888

Address

1301 Riveplace Boulevard, Suite 800
Jacksonville, FL
32207

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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