"I am very pleased with Taxstra. They handle all my business and personal accounting. Payroll, monthly P&L, taxes, and tax returns. I highly recommend them."
Google Reviewer
Read on Google →Taxstra. CPA Firm, Est. 2022Proactive Planning · Tax Prep · Monthly AccountingServing All 50 States
Featured In
Pay less tax, keep more wealth.
Proactive tax planning, filings, and accounting, in one integrated team built for small businesses, real estate investors, and high-income households.
Free interactive tool
What could a tax plan save you?
Answer two quick questions, pick the tax strategies you're curious about, and see what they could do to your year-one bill.
First, tell us about your household.
Who files, and how does the money come in? Tap every type that applies to each of you; your answers decide which strategies show up in step 3.
You
Spouse
Now, the rough numbers.
Ballpark it. This is a napkin-math calculator, not tax advice, so nobody is auditing your guesses here. Drag a slider or tap an amount to type your own; nothing you enter leaves your browser.
Your estimate
Now pick your strategies.
This is your estimated bill with no plan. Every tile below is a real strategy that fits your household. Tap the ones you're interested in and the bill recalculates instantly; tap again to remove one.
Estimated year-one tax bill
$
Tap strategies below and watch this number fall.
With no plan
Your strategies save
Strategies for your householdTap to add, tap again to remove
Illustrative estimate. Educational, not individualized tax advice.
How this estimate works
Who We Serve
Built for financial lives that aren’t simple.
Choose the group that feels most like you, then browse practical strategies and open any card for a plain-language preview.
Entity, reimbursement, retirement, and family-employment strategies for owner-operated companies.
What We Do
Our core services.
Proactive, year-round partnership.
Stop overpaying
Tax Planning
Reduce liability before year-end with forward-looking tax strategies.
Peace of mind
Tax Preparation
Compliant, accurate filings for complex personal and business returns.
Financial clarity
Accounting Department
Reconciliation, financial statements, and monthly oversight, your full back office.
The Silent Killer
The cost of doing nothing.
Most high-income professionals are overpaying by $20,000-$100,000+ annually simply because they rely on filing instead of planning.
Overpaid SE Tax
per year
Sole-proprietor profit picks up self-employment tax on top of income tax, year after year. An S-Corp election with a defensible salary caps how much of it is exposed.
Hits consultants, contractors, and practice owners hardest.
Missed Depreciation
in year one
A building depreciated over 27.5 or 39 years, when an engineering-based study could move 20-40% of it into year-one deductions with 100% bonus depreciation.
Hits rental, STR, and commercial property owners.
Audit Risk Exposure
Critical
Aggressive deductions with no documentation behind them, and no one on your side when the notice arrives. Strategy without defense is just risk.
Hits DIY filers claiming big deductions unassisted.
Overpaying $55,000 a year is a half-million-dollar decade.
And that is before what the money would have earned invested. The numbers above are illustrative, but the pattern is not: filing looks backward, planning looks forward, and only one of them changes the bill.
How It Works
From filing to planning.
A clear path from "just filing" to a proactive, year-round tax strategy.
01
Initial Consultation
A free 30-minute call to understand your situation and see if we’re a good fit.
02
Deep Dive
We review your current tax situation to find missed opportunities.
03
Custom Tax Plan
We put together a plan for each strategy: deductions, elections, and entity moves.
04
Year-Round Execution
We can handle the filings, run projections, and keep the plan current as your life changes.
Real Reviews
Real clients. In their own words.
"Bryan, my accountant, is truly one of the smartest people I know. He has an incredible understanding of the value of a dollar and always finds ways to maximize financial benefits."
Google Reviewer
Read on Google →"I recently had the pleasure of working with Taxstra, and I must say, the experience exceeded my expectations. From start to finish, their professionalism, expertise, and customer care were outstanding."
Google Reviewer
Read on Google →"Exactly what I was looking for in a CPA/Tax Prep Company. Returns were filed on time. Highly recommend Bryan Martin and his team to everyone who needs to have their taxes incl. biz taxes done!"
Google Reviewer
Read on Google →"From my perspective, I have very complicated taxes and cannot say enough in appreciation for Bryan to figure it all out: His patience, his expertise, his persistence made all the difference in the world!"
Google Reviewer
Read on Google →"Brian and his team were very helpful even though I was running behind on taxes. They made me feel comfortable. Everything went great and I'm all caught up."
Google Reviewer
Read on Google →Review 01 of 06
The Stack
The tech behind the work.
Industry-leading platforms for accuracy, security, and efficiency, integrated into one client experience.
QuickBooksCloud Accounting
Real-time financial tracking with automated bank feeds and monthly reports.
UltraTax CSProfessional Tax
Industry-leading preparation software for complex and multi-state returns.
TaxDomeSecure Portal
Bank-level encryption for documents, e-signatures, and client communication.
ADPPayroll Services
Full-service payroll processing with tax deposits, W-2s, and compliance.
Engineered TaxCost Segregation
Specialized real estate studies that accelerate depreciation and maximize deductions.
+One connected stackIntegrated for you
Every platform feeds the same tax plan, books, and filings.
QuickBooks
Cloud Accounting
Real-time financial tracking with automated bank feeds and monthly reports.
UltraTax CS
Professional Tax
Industry-leading preparation software for complex and multi-state returns.
TaxDome
Secure Portal
Bank-level encryption for documents, e-signatures, and client communication.
ADP
Payroll Services
Full-service payroll processing with tax deposits, W-2s, and compliance.
Engineered Tax
Cost Segregation
Specialized real estate studies that accelerate depreciation and maximize deductions.
+
One connected stack
Integrated for you
Every platform feeds the same tax plan, books, and filings.
9:41Taxstra
Live strategy sessionConnected planning
Your tax team,
in the room.
- 01Video or Phone Calls→
- 02Upload Documents→
- 03Send Messages→
As Featured On
Live on the White Coat Investor podcast.
Our founder Bryan Martin on tax strategies for high-income professionals.
Taxstra's Managing Partner Bryan Martin was featured on The White Coat Investor Podcast #459
Also on WCI
Bryan also wrote a guest article for White Coat Investor readers, Tax Strategies Worth Your Time, and Taxstra appears on WCI's list of recommended tax firms.
"This was fantastic. Thanks for writing this. I feel like this will become one of those 'cornerstone' WCI articles to reference, and share with colleagues/residents for years to come."
FAQ · Most Common
Common Questions
Everything you need to know about our process
Taxstra provides comprehensive tax preparation, strategic tax planning, bookkeeping, payroll services, IRS representation, and specialized consulting for real estate investors, physicians, and business owners.
Next Step
Ready to stop overpaying?
Book a free 30-minute initial consultation. We’ll review your situation and give you actionable next steps, no pressure, no obligation.