Pay less tax,
Proactive tax planning, filings, and accounting — in one integrated team built for small businesses, real estate investors, and high-income households.
Our Deep Dive reviews your prior tax returns for missed opportunities like cost segregation, S-Corp elections, and the short-term rental loophole.
Built for financial lives that aren’t simple.
Strategic tax planning for high-income professionals with real complexity.
Overpaying $30k+ in taxes?
High-Income Professionals
Advanced strategies for physicians, attorneys, executives, and tech earners — not vanilla returns.
Trapped passive losses?
Real Estate Investors
Turn your portfolio into a tax shelter with Cost Segregation and Real Estate Professional Status.
Taxes eating your profits?
Business Owners
Reduce liability with S-Corp optimization, reasonable comp analysis, and strategic entity structuring.
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 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
Missing an S-Corp election leads to paying 15.3% self-employment tax on 100% of income.
Missed Depreciation
Failing to perform cost segregation on real estate assets leaves major deductions on the table.
Audit Risk Exposure
No defense strategy for high-risk deductions or entities — and no one to call when the letter arrives.
From filing to planning.
A clear path from "just filing" to a proactive, year-round tax strategy.
Strategy Call
A free 30-minute call to understand your situation and see if we’re a good fit.
Deep Dive
We analyze your prior two years of returns to find missed opportunities.
Custom Tax Plan
A written plan that quantifies each strategy — deductions, elections, and entity moves.
Year-Round Execution
We handle the filings, run projections, and keep the plan current as your life changes.
The tech behind the work.
Industry-leading platforms for accuracy, security, and efficiency — integrated into one client experience.
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.
Live on the White Coat Investor podcast.
Our founder Bryan Martin on tax strategies for high-income professionals.
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.
Ready tostop overpaying?
Book a free 30-minute strategy call. We’ll review your situation and give you actionable next steps — no pressure, no obligation.