Tax strategy twelve months ahead, not in April.

Proactive tax planning, business and personal tax preparation, multi-state compliance, IRS representation, and specialized tax credit work for construction, technology, and professional services firms in Atlanta and across the Southeast.

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Tax Services

The best tax outcome never happens in April.

By the time April arrives, the year is already locked. The strategic decisions that change a tax outcome (entity structure, depreciation elections, retirement plan timing, R&D documentation, multi-state planning) all had to happen in the preceding twelve months. Most CPA firms still treat tax as a reactive, once-a-year task. We do not.

Xtrategist runs tax as a year-round strategy. We plan ahead. We model decisions before they happen. We preserve every credit, deduction, and election available to your situation. And when it is time to file, the return is a confirmation of strategy already executed, not a scramble.

What We Do

Year-round tax, specialized by industry.

From proactive strategy to preparation to representation, every tax service designed around how your business actually operates.

Tax Strategy & Planning

Year-round advisory that builds your tax strategy 12 months ahead. Quarterly reviews, scenario modeling, and decision support before deadlines arrive.

Business Tax Preparation

Federal and state returns for S-corps, C-corps, partnerships, LLCs, and PLLCs. Filed accurately, on time, and supported by year-round planning.

Personal Tax Returns

Owner, partner, and founder personal tax returns coordinated with the business return. K-1 integration, equity events, and personal-business strategy in one place.

Multi-State Tax Compliance

Multi-state income tax, payroll compliance, and nexus analysis for businesses operating across state lines. So expansion never becomes an unexpected liability.

IRS Audit Representation

Experienced IRS representation when you need it most. Correspondence, audits, penalty abatement, and negotiations so you stay focused on running the business.

Tax Credits & Incentives

R&D tax credits (Section 41), Section 179, bonus depreciation, 179D energy deductions, Section 1202 QSBS, and the credit work most CPAs leave on the table.

Frequently Asked

Tax strategy questions, answered.

When should I start thinking about my tax strategy for the year?
In January, not April. The strategies that actually reduce taxes — Section 179, retirement contributions, entity elections, accountable plans — require planning during the year, not at filing time. We meet quarterly with planning clients.
What is Section 179 and how much can it save me?
Section 179 allows businesses to deduct the full cost of qualifying equipment in the year it is placed in service, up to the annual IRS limit — which the One Big Beautiful Bill Act raised substantially. For a contractor buying a $200,000 piece of equipment, that can mean deducting the full $200,000 in year one instead of depreciating it over several years.
Do you handle multi-state tax filings?
Yes. This is one of our core specialties. Construction contractors and remote-team technology companies often have nexus in multiple states, and we handle the full multi-state compliance burden.

Ready for tax strategy that compounds?

Free 30-minute consultation with a senior CPA. No obligation. English or Spanish.

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