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Strategic Tax and Financial Services LLC, owned by David Butt, EA specializes in tax planning and tax preparation for individuals, businesses, trusts, and estates. We are experienced and knowledgeable tax accountants strongly committed to personalized, professional service. Almost every financial decision we make today impacts our tax returns, whether it is a business decision or a personal decision.
Preparing your tax return should be about planning for the future and not just a data entry exercise. We incorporate your financial goals into your tax preparation whenever possible. The core of our business model is to take the time to go over your unique situation and implement a strategy to achieve your goals.
We prepare your tax return and layout a plan to lower your tax liability this year and for every year into the future. We will have a plan for your 2023 income tax return before you even file your 2022 tax return.
Complimentary Tax Return Review – Up To Three Years
Many deductions and credits are missed each year, that is why we offer a complimentary tax return review when you have us prepare your current year tax return. Past returns can be amended for up to three years to get a refund. Bring in your prior year tax returns and we will go over them for free.
For more information, please contact us at (727) 744-7938.