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Taxstra. CPA Firm, Est. 2022Serving All 50 States
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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.

See what a tax plan does to your bill
1 · Your household
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2 · Your income
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3 · Your strategies · tap to include or skip
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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.

Strategic tax planning session for high-income earners

Stop overpaying

Tax Planning

Reduce liability before year-end with forward-looking tax strategies.

Professional tax preparation services

Peace of mind

Tax Preparation

Compliant, accurate filings for complex personal and business returns.

Outsourced accounting department for small businesses

Financial clarity

Accounting Department

Reconciliation, financial statements, and monthly oversight, your full back office.

Virtual CFO services for growing businesses

Scale your business

CFO Services

Forecasting, KPI tracking, and strategic growth guidance.

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

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

Critical

No defense strategy for high-risk deductions or entities, and no one to call when the letter arrives.

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.

5.0113 Google reviews
Rated 5 out of 5 stars.

"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 →
Rated 5 out of 5 stars.

"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
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Rated 5 out of 5 stars.

"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 →
Rated 5 out of 5 stars.

"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
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Rated 5 out of 5 stars.

"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
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Rated 5 out of 5 stars.

"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
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Review 01 of 06
The Stack

The tech behind the work.

Industry-leading platforms for accuracy, security, and efficiency, integrated into one client experience.

QuickBooks
QuickBooksCloud Accounting

Real-time financial tracking with automated bank feeds and monthly reports.

UltraTax CS
UltraTax CSProfessional Tax

Industry-leading preparation software for complex and multi-state returns.

TaxDome
TaxDomeSecure Portal

Bank-level encryption for documents, e-signatures, and client communication.

ADP
ADPPayroll Services

Full-service payroll processing with tax deposits, W-2s, and compliance.

Engineered Tax
Engineered TaxCost Segregation

Specialized real estate studies that accelerate depreciation and maximize deductions.

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One connected stackIntegrated for you

Every platform feeds the same tax plan, books, and filings.

9:41Taxstra
Bryan Martin, CPA in a video meeting with a physician client Live strategy session

Connected planning

Your tax team,
in the room.

  • 01Video or Phone Calls
  • 02Upload Documents
  • 03Send Messages
Secure, nationwide collaboration
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."
Reader comment on the article, read it on whitecoatinvestor.com
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.