Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Tax Preparation Services

Strategic Tax Managment Inc has a unique approach when it comes to our tax services. We are a year-round, full-service income tax preparation company committed to providing you the highest quality customer service in individual income, business income, and fiduciary tax returns. We have more than 20 years’ service in the tax return preparation business. We work with individuals and small to mid-sized businesses. We are an accounting firm licensed in the state of California and IRS authorized e-file provider, our firm has been offering a wide spectrum of tax and bookkeeping services.

We offer a full range of tax services with a proactive approach, taking into account both short-term and long-term goals. With the size of our firm and the depth of industry knowledge and experience, we can handle all of your tax and accounting needs.

We have resources that go far beyond the traditional tax services. Our team has the breadth of experience you would expect, but with more individual attention within a fair fee structure, especially in today’s evolving financial reporting environment.

Preparing your income tax return can be a task that can leave you with more questions than answers. Our investment in computerized tax preparation and research software enables us to accurately and efficiently prepare your tax returns. We offer you an affordable and convenient tax return preparation service. And if you live in the San Diego county, California area you can drop off your tax information and we will prepare your income tax and E-file it for you after reviewing it with you.

Here’s how we can professionally prepare your tax returns right from your desktop:

  • You send us your information. Using our online tax organizer, Fax, or E-mail or Drop Off service.
  • Any questions we have will be resolved by E-mail or telephone.
  • Tax Preparation Fee. You can pay by check or cash.
  • Completed tax returns. We can mail you a hard copy or sent you a pdf file of your returns by email.
  • Office visit (optional). I you live in San Diego County, California, you are welcome to make an appointment to review your final return in person.

Other Tax Services

Sales Tax
If you are responsible for collecting and submitting sales taxes, we can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Tax Preparation Services
Personal 1040s, Sole Proprietor
Corporation 1120, 1120S
Partnership 1165
Fiduciary 1041
State and Federal Returns 940, 941
Quarterly Tax Filing

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Bookkeeping Services

We at Strategic Tax Management handle small business bookkeeping services that facilitate the smooth and successful functioning of your business. A perfect combination of unique processes and cutting edge technology enable us to undertake outsourced bookkeeping activities for small to medium size businesses.

Outsourcing your bookkeeping with STM
Let’s face it keeping your business organized and staying on tip of the accounting and financial end is a full time job. We offer full computerized accounting service such as accounts receivable and payable, bank reconciliation, quarterly payroll taxes, sales taxes, payroll and will even prepare and analysis financial statements, costing and cash flows and tell you in plain English what it all means.

STM goes beyond bookkeeping we make everyday accounting information into a powerful management tool. One that is guaranteed to provide you and your key staff with unprecedented convenient information that will help you make better business decisions.

Your data-entry will be done by a bookkeeper skilled with QuickBooks. The data-entry takes place at our office in the majority of situations. In some cases a bookkeeper is sent on-site to the business location. Our online system can be the right choice for your accounting needs.

Some options include:

  • Scanning & Entry of Bills / Receipts
  • Reconcile Bank and Credit Cards
  • Monthly Financial Reports
  • Access to Accountants
  • Access to QuickBooks Online*
  • Payroll Direct Deposit*
  • Sales Tax Filings*

Bookkeeping Packages Offered by STM

Outsourced Bookkeeping includes:

  • Financial Statement Preparation
  • General Ledger Maintenance
  • Trial Balance Sheet Preparation
  • Account Receivable
  • Account Payable
  • Bank Reconciliation
  • Payroll & Tax Reporting

Why bookkeeping with us?

  • Financial analysis
  • Day to day tasks reporting
  • Year end tax projection
  • One stop solution for financial & accounting needs
  • Timely, accurate & fast processing
  • Optimized financial reporting & data availability
  • State-of-the-art bookkeeping technology
  • Highly trained and experienced bookkeepers

We are totally committed to a personalized approach in assisting to customers. We operate your back office for your small business accounting and bookkeeping services needs.

We have served many reputed organizations and companies. You can outsource your bookkeeping services or small business accounting requirements to us and focus on core business activities. We have experienced bookkeepers and accounting professionals.

If you would like to get detailed information about our bookkeeping services, please feel free to contact us.

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Payroll Services

We at Strategic Tax Management are committed to providing the very best payroll process service at cost-effective rates.

Please take a moment and ask yourself these three questions:

  • Is doing your own payroll taking time away from running your business?
  • Are you spending too much money on costly payroll service bureaus like ADP and Paychex?
  • Have you had to pay a penalty because of payroll tax errors or missed deadlines?

If you answered yes to any of the above, then read on!

With our professional expertise and existing knowledge of your business, we are able to design a custom payroll solution that best fits your needs. We can provide you with a full-service payroll experience at cost-effective rates. As your trusted advisor, we guarantee your payroll will be accurate, timely, and hassle-free. You will always receive top quality service.

Just click the link below for a brochure that will give you a better idea of how we can end your payroll hassles.

If you have any questions, or would like to schedule an appointment to discuss your payroll requirements, please call us. We are committed to providing you with the best level of service.

Payroll Services Brochure

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Call today to schedule an appointment!