Strategic Tax & Advisory Services

Strategic Tax & Advisory Services No annoying tax professional lingo. Just straight, authoritative and friendly expert advice. Visit us: http://Strategictax.co Visit us: http://strategictax.co

Turning a profit is a milestone worth celebrating and a moment when having a tax strategy in place becomes even more imp...
08/20/2026

Turning a profit is a milestone worth celebrating and a moment when having a tax strategy in place becomes even more important. The good news is that there are several ways to reduce what you owe before the end of the year if you start planning now. Swipe to learn more.

If you have questions about your business's tax strategy, do not hesitate to call us. We are here to help.

August has that funny way of keeping us guessing. One day, it can feel like peak summer, and you’re reaching for your go...
08/12/2026

August has that funny way of keeping us guessing. One day, it can feel like peak summer, and you’re reaching for your go-to iced drink. Next, a chill in the air makes you believe fall might be right around the corner, making a warm drink sound pretty perfect.

So we want to know, where do you stand as we head into the final stretch of summer?

🧊 Vote iced drink
☕ Vote warm drink

Drop your pick in the comments. We are curious to see which side takes the win this month!

August has a way of reminding us that change is already on its way. Summer is not quite over, but the days are already h...
08/07/2026

August has a way of reminding us that change is already on its way. Summer is not quite over, but the days are already hinting at something new — earlier sunsets, a slight cool in the morning, and a quiet sense that a fresh season is just around the corner.

It can be tempting to hold on to what is familiar and comfortable, but this month is a gentle nudge to look forward instead. This is the moment to channel something new: a goal, a habit, or a mindset shift that moves you toward the next chapter with intention.

As we move through August, what is one thing you are ready to build or step into? Feel free to share it in the comments. We would love to hear what you are looking forward to.

If saving for a child’s, grandchild’s, or another family member’s education is one of your goals, a 529 plan may be wort...
08/05/2026

If saving for a child’s, grandchild’s, or another family member’s education is one of your goals, a 529 plan may be worth a fresh look.

These plans are no longer viewed only as a college savings tool. Depending on the circumstances, they can help cover college costs, certain K–12 expenses, and even some apprenticeship or credentialing expenses, while still offering valuable tax advantages when the funds are used for qualified education purposes.

Swipe for a couple of frequently asked questions about 529 plans and what those considering them need to know.

If you have questions about whether a 529 plan makes sense for your family, please reach out to our team. We would be happy to help you think through your options.

Year-end tax planning often feels like something there will be time to deal with later, until later arrives all at once....
08/04/2026

Year-end tax planning often feels like something there will be time to deal with later, until later arrives all at once. Starting now can give your business more room to make smart decisions, avoid a last-minute rush, and take action while more options are still on the table.

One key end-of-year tax planning tip is to run a year-end tax projection. Before making any big moves, it helps to know where your income is likely to land. A year-end projection can help estimate taxable income and identify whether it makes sense to accelerate expenses, defer income where appropriate, increase retirement contributions, or adjust estimated tax payments.

Thoughtful year-end planning starts with understanding where you stand and which moves are worth making before the calendar turns. If you’re interested in running a year-end tax projection, contact our office. We are here to help your business.

Summer is the season for slowing down and enjoying the moment. However, as you soak up the sun, your finances are still ...
07/30/2026

Summer is the season for slowing down and enjoying the moment. However, as you soak up the sun, your finances are still shifting and evolving.

Whether you’ve started a new job or side hustle, made a big purchase, or are going through a major life change this summer, these things can all shift your tax picture in ways that are much easier to manage now than they will be later.

Our work doesn’t stop after tax season ends. Give us a call today and let us help you stay ahead of whatever the summer has brought your way.

As the year goes on, life has a way of keeping things interesting. And while change is often a good thing, it can also b...
07/16/2026

As the year goes on, life has a way of keeping things interesting. And while change is often a good thing, it can also bring some surprises come tax season, especially if you're not prepared. Swipe to see four life events that could affect your tax picture.

Have questions about how a recent change may affect your taxes? Give us a call. We're happy to help.

The dog days of summer are here, and we are just stopping by to say hello! We hope you’re soaking up the sun, catching a...
07/15/2026

The dog days of summer are here, and we are just stopping by to say hello!

We hope you’re soaking up the sun, catching a cool breeze, or maybe even catching a nap or two on a sunny beach.

Remember, if there is anything our team can help you with before the season winds down, please do not hesitate to reach out. We are always here and happy to connect whenever you need us.

Life doesn't stay the same — and neither does your tax picture. If something major changed for you this year, it's worth...
07/09/2026

Life doesn't stay the same — and neither does your tax picture. If something major changed for you this year, it's worth taking a closer look now rather than waiting for tax season to bring the surprise. Swipe to see six common life events that could affect your taxes.

Have questions about how a recent change may affect your taxes? Give us a call. We're happy to help.

Happy Fourth of July!Two hundred and fifty years of liberty is worth celebrating with everything you have got. Whether t...
07/02/2026

Happy Fourth of July!

Two hundred and fifty years of liberty is worth celebrating with everything you have got. Whether that means fireworks, family, or a mouth-watering backyard cookout, our team hopes you have a patriotic and joyful celebration.

Please note that the office will be closed on Friday, July 3rd, in observance of Independence Day. We will be back after the holiday weekend and look forward to connecting with you soon.

Address

1100 North Providence Road Suite 100
Media, PA
19063

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm

Telephone

+16102859883

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