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.

🎓 Paying for College? Two Federal Tax Credits Can Help. Here Is What Each One Does.Higher education can be expensive, bu...
07/14/2026

🎓 Paying for College? Two Federal Tax Credits Can Help. Here Is What Each One Does.

Higher education can be expensive, but federal tax credits may help reduce some of those costs for eligible taxpayers.

What to know:
🔹 The American Opportunity Tax Credit may provide up to $2,500 per eligible student during the first four years of higher education
🔹 The Lifetime Learning Credit may provide up to $2,000 per tax return for eligible education expenses
🔹 Income limits and eligibility requirements apply to both credits
🔹 You cannot claim both credits for the same student in the same tax year

Choosing the right education credit depends on your income, your student's educational status, and your qualified expenses. Understanding the differences can help you maximize your tax savings.

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

P.S. The right education tax credit could make a meaningful difference in the cost of higher education.

Ready to lower your tax bill this year? We’ll show you three practical moves that deliver real savings - from accelerate...
07/14/2026

Ready to lower your tax bill this year? We’ll show you three practical moves that deliver real savings - from accelerated depreciation on investment properties to strategic retirement contributions and timing income/expenses. With 30 years’ experience, IRS‑Enrolled Agents on staff, and $12M+ in client tax savings, we make it straightforward. Jacksonville and Charlotte clients: local market nuances matter, and our secure client portal makes follow-up simple. Learn more: https://wix.to/Bk1SBIk . Ready to start? Contact us today!

💰 Your Social Security Benefits May Be Taxable. Here Is How to Know.Many retirees are surprised to learn that a portion ...
07/13/2026

💰 Your Social Security Benefits May Be Taxable. Here Is How to Know.

Many retirees are surprised to learn that a portion of their Social Security benefits may be subject to federal income tax.

What to know:
🔹 The taxability of Social Security benefits depends on your combined income
🔹 Combined income includes your adjusted gross income, certain nontaxable interest, and half of your Social Security benefits
🔹 Higher combined income may result in up to 85% of your benefits becoming taxable
🔹 Retirement distributions and Roth conversions can affect how much of your benefits are taxed

Understanding how these rules work can help you make informed retirement decisions and potentially reduce unexpected taxes.

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

P.S. Retirement income planning is about more than your investments. It is also about managing how your income is taxed.

Want real estate tax moves that actually pay back? We’ve put together a simple checklist to help you capture savings fro...
07/13/2026

Want real estate tax moves that actually pay back? We’ve put together a simple checklist to help you capture savings from strategies like cost segregation and 1031 exchanges. STA specializes in working with real estate professionals and investors in Jacksonville and Charlotte-our team has helped deliver millions in tax savings. Ready to see what you could save? Visit https://wix.to/DgfxLL5 to get started! 🏘️✅

🎥 Did You Buy Business Equipment This Year? Watch This.If your business purchased equipment, computers, vehicles, or sof...
07/09/2026

🎥 Did You Buy Business Equipment This Year? Watch This.

If your business purchased equipment, computers, vehicles, or software this year, you may qualify for a valuable tax deduction.

What to know:
🔹 Section 179 may allow you to deduct the full cost of qualifying equipment in the year it is placed in service
🔹 The 2026 deduction limit is up to $2,560,000, subject to IRS rules and limitations
🔹 Qualifying equipment must be operational and placed in service by December 31, 2026
🔹 Planning your purchases before year end can help maximize your tax savings

Waiting until the last minute can limit your planning opportunities. If you are considering a major equipment purchase, now is the time to review your options.

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

P.S. The right timing can make a big difference in how much your business saves at tax time.

💼 Inherited an IRA? The Rules Changed and Most People Still Do Not Know It.Inheriting an IRA can have important tax cons...
07/07/2026

💼 Inherited an IRA? The Rules Changed and Most People Still Do Not Know It.

Inheriting an IRA can have important tax consequences, and the rules have changed for many beneficiaries in recent years.

What to know:
🔹 Many non spouse beneficiaries who inherited an IRA after 2019 are subject to the 10 year distribution rule
🔹 The account generally must be fully distributed by the end of the tenth year, subject to applicable rules and exceptions
🔹 Waiting too long to take distributions could result in a larger tax bill later
🔹 Different rules may apply for surviving spouses, certain minor children, disabled beneficiaries, and other eligible beneficiaries

Understanding the distribution rules can help you avoid costly mistakes and better manage the tax impact of an inherited retirement account.

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

P.S. If you inherited an IRA, make sure you understand the rules before making distribution decisions.

We save you hours on tax prep with our secure portal and certified bookkeepers. Upload documents in minutes, sync with y...
07/07/2026

We save you hours on tax prep with our secure portal and certified bookkeepers. Upload documents in minutes, sync with your accounting software, and watch our team clean up your books - fast. That means fewer headaches and more time to run your business. Serving Jacksonville and Charlotte with trusted, practical support. Ready to simplify tax season? Visit https://wix.to/YR7MMkM to get started.

⚠️ These Tax Credits Are Gone. The One Big Beautiful Bill Eliminated Them.If you were planning to claim certain energy r...
07/06/2026

⚠️ These Tax Credits Are Gone. The One Big Beautiful Bill Eliminated Them.

If you were planning to claim certain energy related tax credits, recent law changes may affect your eligibility.

What to know:
🔹 Several federal energy and clean vehicle tax credits have been terminated under the One Big Beautiful Bill Act
🔹 Credits for certain home energy improvements and residential clean energy property are no longer available for qualifying property placed in service after the applicable deadlines
🔹 Credits for qualifying new and used clean vehicles have also ended for vehicles acquired after the applicable deadline
🔹 Taxpayers who met the requirements before the cutoff dates may still be eligible to claim the credits on their 2025 tax return

If you were counting on one of these credits for 2026, it is important to understand how the new rules apply to your situation before filing your return.

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

P.S. Tax laws change frequently. Reviewing your eligibility before you file can help you avoid costly surprises.

🎆 Happy Independence DayToday we celebrate the freedoms that unite us and honor the values that continue to inspire our ...
07/03/2026

🎆 Happy Independence Day

Today we celebrate the freedoms that unite us and honor the values that continue to inspire our nation.

Wishing you, your family, and your loved ones a safe, happy, and memorable Fourth of July.

From all of us at Strategic Tax Accountants, thank you for allowing us to serve you. Have a wonderful holiday!

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32207

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