Welcome To The

Strategic Tax Solutions Family!

Let Us Transform The Way You Handle Your Business

Find out what to expect below...

Hello!

We're your favorite Tax & Business Strategists!

Chances are that if you've made it this far, you think SW Strategic Solutions may be a good fit for you. I am passionate about translating my client's needs into realities and helping individuals & small business owners minimize their tax liability to keep more money in their pockets!​

Our mission is to help transform the way people handle their taxes by empowering individuals and entrepreneurs, like yourself, to know their options, make informed decisions, and ultimately thrive. We do this by tailoring our solutions to your personal tax & business needs while simplifying the process every step of the way.

You can trust our staff’s expertise to keep up with the ever-changing tax laws and business landscape to help you make better personal and business decisions. We look forward to working with you!

Bonus: If you know anyone looking for a new tax accountant, we're here to help. Visit info.swsstax.com, or share the link below.

Our Process

  • Step one

    Let's make this official!

    You'll need to review & sign your engagement letter and then pay your deposit to officially start your tax return process!

  • Step two

    Tax Organizer

    We will send you an invitation to our client portal with your Tax Organizer, which needs to be completed before we can get started. This will hold the key information to start your return, including a folder to upload your documents simply by snapping photos.

  • Step three

    Document Review

    Once you've completed your Tax Organizer, we'll review your information and confirm that we have everything we need to complete your return. We may need to reach out for additional information, but completing the tax organizer will help minimize those chances.

  • Step four

    Processing Your Return

    Lastly, we’ll process your return and need to collect your signature before submitting. Your final invoice will need to be satisfied prior to submission. Timing is dependent on when we receive your information and documents for processing your return.

Looking for In-Depth Tax Guidance?

Our Tax Strategy Session is designed to uncover personalized opportunities to reduce your tax liability and keep more of what you earn. We’ll craft a tailored plan to align with your financial goals while ensuring full compliance.

Frequently Asked Questions

When is my payment due?

A deposit will be required to get started with your services and the remaining balance will be due prior to completion (i.e. filing your taxes).

For personal taxes, we also offer options to pay for your tax services using your income tax refund (additional fees apply). If this option is selected, your tax preparation fees (less your deposit) will be deducted directly from your tax return.

Do you offer payment plans?

Because we tailor solutions to your personal tax situation, we do offer payment plans for our clients. Each tax situation is unique, so the payment plan will be as well.

For personal taxes, we also offer options to pay for your tax services using your income tax refund (additional fees apply). If this option is selected, your tax preparation fees (less your deposit) will be deducted directly from your tax return.

How soon can I expect my tax filing to be completed?

Our goal is to finalize personal tax returns within approximately one week after receiving all necessary documents and information. Delays may occur if there's missing information, emphasizing the importance of accurately and comprehensively filling out the tax organizer.

For business taxes, the timeline may vary, contingent on the size and complexity of your business finances. Please consult with your tax accountant during your intake process to discuss and determine a tailored timeline for your specific situation.

What happens if I need to make changes or my tax preparation requires more work that originally quoted?

Our fee is determined based on the complexity of the tax return, and we provide a quote in advance of commencing our work. However, in cases where circumstances change or unforeseen complications arise during the tax preparation process, adjustments to the fee may be necessary.

Before proceeding with the preparation of your return, we typically reach out to you in advance if our original quote needs significant revision due to the increased complexity or additional work involved. Transparency and communication are key aspects of our service commitment to you.