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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 savings 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.

📊 Business Owners: Are You Just Filing Taxes or Actually Planning Ahead?There’s a BIG difference between tax preparation...
10/21/2026

📊 Business Owners: Are You Just Filing Taxes or Actually Planning Ahead?

There’s a BIG difference between tax preparation and tax advisory. Tax preparation looks at what already happened. Tax advisory helps you make informed decisions before the year ends.

What to know:
🔹 Tax preparation reports your income, expenses, and deductions.
🔹 Tax advisory helps identify tax saving opportunities before year end.
🔹 Proactive planning can help you make smarter business and financial decisions.
🔹 Regular check ins help you stay ahead of deadlines and avoid surprises.

Do not wait until tax season to think about your taxes. The right strategy starts before the year ends, not after. Let’s plan ahead for 2027.

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

🚨 The IRS Will Never Call You First. Know the Signs of a Scam.Tax scams become more convincing every year. Knowing how t...
10/20/2026

🚨 The IRS Will Never Call You First. Know the Signs of a Scam.

Tax scams become more convincing every year. Knowing how the IRS actually contacts taxpayers can help protect you and your money.

What to know:
🔹 The IRS generally initiates contact through postal mail, not unexpected calls, texts, or social media messages.
🔹 The IRS will never demand payment by gift card or cryptocurrency.
🔹 Threats of immediate arrest or deportation over the phone are major scam warning signs.
🔹 Never send money to a person or suspicious payment account claiming to represent the IRS.

If you receive a suspicious message, hang up, do not click links, and verify through official IRS channels. Share this with family members, especially seniors, to help protect them from scammers.

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

💰 Age 73 or Older? Your 2026 RMD Is Due December 31.If you are 73 or older, you generally must take required minimum dis...
10/19/2026

💰 Age 73 or Older? Your 2026 RMD Is Due December 31.

If you are 73 or older, you generally must take required minimum distributions (RMDs) from traditional IRAs and most workplace retirement accounts each year. Missing the deadline can trigger a 25% excise tax on the amount not withdrawn.

What to know:
🔹 Your 2026 RMD is generally due December 31.
🔹 The penalty may drop to 10% if you correct the shortfall within the eligible correction window.
🔹 Your RMD can affect your taxable income and Medicare premiums.
🔹 Planning early gives you more time to coordinate distributions and charitable giving.

Do not wait until December. Review your RMD now and make it part of your year end tax strategy.

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

📊 Advisory Plan Packages: More Than Just One Meeting a YearOne meeting a year with your accountant is not a strategy. It...
10/16/2026

📊 Advisory Plan Packages: More Than Just One Meeting a Year

One meeting a year with your accountant is not a strategy. It is a transaction. Real tax and financial planning happens throughout the year, not just when it is time to file.

What to know:
🔹 Scheduled planning sessions to keep your goals on track
🔹 Proactive deadline management to help you stay ahead
🔹 Quarterly check ins to review your financial numbers
🔹 Direct access when important tax or business decisions come up

With our Advisory Plan Packages, you get financial, operational, and strategic planning built around your goals. Instead of reviewing decisions after they happen, you can get guidance before making your next move.

📅 Year end enrollment is open now. Lock in your 2027 advisory plan before January and start the new year with a strategy in place.

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

📊 The 2026 Filing Season Ends Today. The Planning Season Has 77 Days Left.October 15 marks the final filing deadline for...
10/15/2026

📊 The 2026 Filing Season Ends Today. The Planning Season Has 77 Days Left.

October 15 marks the final filing deadline for most extended individual tax returns. From today forward, the focus shifts from filing last year’s taxes to planning for 2026. December 31 is the deadline for many tax strategies that could affect your next return.

What to know:
🔹 Review retirement contributions, equipment purchases, and income timing before year end.
🔹 Explore charitable giving strategies and opportunities to manage capital gains.
🔹 Retirees should review required minimum distributions before December 31.
🔹 Business owners should clean up their bookkeeping now to make informed year end decisions.

The filing deadline is here, but there is still time to plan. Clean books in October mean better information for November and December decisions. Book your year end strategy session this week and make the most of the remaining 77 days.

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

⏰ Tomorrow Is October 15. Your Last Day Checklist.One day left until the final filing deadline for extended 2025 individ...
10/14/2026

⏰ Tomorrow Is October 15. Your Last Day Checklist.

One day left until the final filing deadline for extended 2025 individual tax returns. If you have not finished everything, here is what to check today.

What to know:
🔹 Your return is with your preparer: Confirm it will be e filed tomorrow and sign any outstanding forms.
🔹 You owe taxes: Arrange payment by the deadline. IRS Direct Pay is available at IRS.gov.
🔹 You are self employed: Check your SEP IRA contribution options before the deadline. Eligible contributions may still be possible, depending on your circumstances.
🔹 Something is missing: Contact your preparer immediately and file using accurate information. An amended return may correct certain errors later, but it does not erase every consequence of filing late.

Do not leave everything until the last minute. Confirm your documents, signatures, and payment plans today. Finish strong and avoid unnecessary delays.

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

10/13/2026

⏰ 48 Hours. File Even If You Cannot Pay. Here Is Why.

October 15 is Thursday. If you filed an extension, you have about 48 hours left. Owe taxes but cannot pay the full amount? File anyway.

What to know:
🔹 The failure to file penalty can be 10 times higher than the failure to pay penalty.
🔹 Filing on time can help you avoid a much larger penalty, even if you still owe money.
🔹 Payment plans may be available if you cannot pay your full tax balance.
🔹 If the IRS owes you a refund, you must file to claim it. Wait too long, and your refund may expire.

Filing with a balance due is a problem you can work through. Not filing can make it more expensive. Two days. One deadline. Take action now.

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

⏰ Three Days to October 15. Which Kind of Extension Filer Are You?There are two kinds of extension filers, and both have...
10/12/2026

⏰ Three Days to October 15. Which Kind of Extension Filer Are You?

There are two kinds of extension filers, and both have a reason to act before Thursday.

What to know:
🔹 You owe taxes: File by October 15, even if you cannot pay the full balance. The failure to file penalty is generally much higher than the failure to pay penalty.
🔹 You are owed a refund: You generally have three years from the original filing deadline to claim your refund.
🔹 You need more time to pay: Payment arrangements may be available, but missing the filing deadline can lead to additional penalties.
🔹 You have not filed yet: Filing now can help you avoid unnecessary penalties or losing a refund you are entitled to claim.

Whether you owe or are expecting a refund, do not wait. Get your documents submitted this week so there is time to prepare and review your return before the deadline.

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

10/08/2026

⏰ One Week. October 15 Is the Final Deadline of the Year.

If you filed a tax extension in April, this is your one week warning. October 15 is the final deadline, and there is no extension on the extension.

What to know:
🔹 Extended individual tax returns are due October 15
🔹 The failure to file penalty can be 5% of unpaid tax per month, up to 25%
🔹 Interest on unpaid balances may already be accruing from April 15
🔹 Eligible self employed individuals may still be able to establish and fund a SEP IRA for 2025 by October 15

If you have not submitted your documents, do it this week. Filing sooner gives your preparer time to review your return and address anything that may be missing.

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

🏢 Real Estate Investors: A Cost Segregation Study Can Accelerate Your Deductions.When you purchase rental or commercial ...
10/07/2026

🏢 Real Estate Investors: A Cost Segregation Study Can Accelerate Your Deductions.

When you purchase rental or commercial property, the building is generally depreciated over 27.5 or 39 years. Cost segregation can identify certain components that qualify for shorter depreciation periods, potentially accelerating your deductions.

What to know:
🔹 Certain components can be reclassified into 5, 7, or 15 year property
🔹 Qualifying components may benefit from bonus depreciation
🔹 Recently purchased or significantly improved properties may be strong candidates
🔹 Passive activity rules can affect how and when you use the deductions

A cost segregation study can create significant first year tax deductions, but the strategy depends on your property, income, and tax situation. It is important to run the numbers before moving forward.

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

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1301 Riveplace Boulevard, Suite 800
Jacksonville, FL
32207

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