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One Stop Strategists

One Stop Tax Strategists -
Where Your Financial Goals Meet Success!

At One Stop Tax Strategists, we're more than just a tax service; we're your partner in maximizing lifetime financial growth. We cater to serving business owners, delivering tailored tax planning strategies designed to turn your tax liabilities into profit opportunities. Experience the blend of our passion for tax optimization with personalized solutions that drive your bottom line.

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About
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About Us

One Stop Tax Strategists is a company dedicated to helping their clients pay as little tax as legally possible with a big emphasis on staying out of trouble. Typically accountants ask questions to fill out the forms to get you filed, we ask the questions on how to save you money not just to fill out the forms. One Stop Tax Strategists has a tried and true proven system of asking you questions that most accountants don't bother to look for, and the average person saves $38,000!

Our Approach

At One Stop Tax Strategists, we take a personalized proactive approach to all our clients. We understand that every individual and business is unique, which is why we take the time to understand your needs and tailor our services accordingly. With our team of experts, we are here to help you navigate the complex and ever-changing tax landscape.

One Stop Strategists Approach

Our Services

We offer a range of services to ensure that all your taxation needs are met:

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Tax Services
TAX SERVICES
 
  • Tax planning – Where we become a PROFIT center for you. 

  • Tax preparation – We match you with the best tax professional to fit your specific business and personal needs. This includes filing your taxes and ensuring the accuracy of various tax forms.

Bookeeping and payroll services
BOOKEEPING &
PAYROLL SERVICES
  • Bookkeeping services is the process of keeping records of financial transactions and preparing financial statements, such as balance sheets and income statements. 

  • Payroll services either assists with or assumes all aspects of payroll on behalf of another business

Exit Strategies
EXIT STRATEGIES
 
  • Our cure to the pain of capital gains! Using our various “Hangover pills,” we help you avoid or defer a massive amount of capital gains.

  • One of our recent clients saved over $2,000,000 using these strategies!

Partnership Insurance
PARTNERSHIP
INSURANCE

This is critical to have in a partnership. In the event that one partner passes away prematurely, partnership insurance makes sure the business can continue to run smoothly while adjustments are made after the death.

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INCOME
PROTECTION

When we think about income protection, we usually do not consider all of the different types of insurance plans that are available to us. Whether it is a term, permanent, whole, universal, simplified issue, or final expense insurance, we can help you decide the best plan for you and your family.

Estate and Legacy planning
ESTATE & LEGACY PLANNING

By working collaboratively with estate planning attorneys, we can help maximize the amount that your loved ones will inherit, effectively manage your affairs during your lifetime while controlling the distribution of your wealth after your death.

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CFO SERVICES
 

Our CFO partners are incredible at maximizing your benefits, helping you manage your cash flow, giving you financial clarity, and helping you establish KPIs.

Retirement Planning
RETIREMENT
PLANNING

​Discover the ideal retirement plan tailored to your financial goals. Whether you're an individual planning for a secure future or a business looking to offer group retirement benefits, our expert consultations guide you every step of the way. Secure tomorrow, today.

Why Choose Us?

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Personalized Service

We pride ourselves in offering personalized service that
is tailored to meet your specific needs.

Let us be your One Stop Tax Partner

At One Stop Tax Strategists, we are committed to helping you achieve your financial goals. With our personalized approach, expert advice, and hassle-free experience, you can trust us to handle all your tax concerns. So why wait? Let us be your One Stop Tax Strategists today!

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Helping to achieve financial goals
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Contact
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Get in touch Today!

We help business owners gain financial freedom and fuel their dreams — how can we help you? Reach out today and our team will be happy to assist you with expert tax solutions and a professional plan.

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Frequently Asked Questions

When does it make sense to work with us?

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Can your firm help with international tax matters?

One Stop Tax Strategist

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