Strategic Tax And Retirement
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Rochester, MN
About
Strategic Tax and Retirement, founded in 2009 and based in Rochester, MN, provides comprehensive financial and retirement income planning services. Their client experience is built upon the integration and innovation of a team of experienced, licensed, and credentialed professionals. They offer a unique approach where financial planners, tax preparers, insurance professionals, and money managers collaborate to design, implement, and monitor personal retirement plans. The team's focus is on helping clients reach their financial goals, whether it's reducing taxes, ensuring retirement funds last, or other planning objectives.
Highlights
17 years in business
Serves Rochester, MN
Specialties
Industry
Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries
Annual income
Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit
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Services offered
Accounting