Strategic Tax Group

Specialties

Individual and Business tax returns, payroll service, Quickbooks, and IRS audits and collections.

History

Established in 1987.

We have been offering services for individuals and businesses in tax preparation, tax planning, payroll services, IRS problems, and Quickbooks.

We help our clients achieve their business, and personal financial goals by taking a proactive approach to minimize tax obligations, and by providing you the specific and relevant information to make educated planning decisions for the future.

Tax planning is an essential element in the overall tax process is never overlooked. We work with our clients to create a comprehensive tax plan, and our tax planning professionals periodically review and up–

date the plan, as circumstances change over time.

It’s important to have a partner working on your behalf to secure your future. Our tax professionals take an integrated and consultative approach to devising custom, high-​quality tax strategies. We listen and respond.

Strategic Tax Group is your partner in tax and business for you, your family, and your business.

Meet the Business Owner

Steve E.

Business Owner

Background

— Enrolled to Practice Before the Internal Revenue Service (EA), 1987

— Fellow of the National Tax Practice Institute, 2012

— Master of Business Administration — Finance, 1996

— AIB Applied Diploma General Banking, 1989

— Bachelor of Business Administration — Finance, 1984

Experience

— Individual, Corporation, Partnership, Exempt Organizations, Trusts, and Estate taxation

— Tax planning for individuals and businesses

— IRS representation and resoluation –Audits, Appeals, Collections, Payroll

— Tax technology and software development and integration Software industry

— Banking industry

— Winery industry

— Non-​Profit Industry

Professional Affiliations

— National Association of Enrolled Agents

— Texas Society of Enrolled Agents

— North Dallas Chamber of Commerce

— Park City Club Business Alliance

Professional Publications

IRS Giving Tax Exempts a Closer Look, CPA Magazine, February 2009