What we Do

Individual & Corporate Taxes

Tax preparation is our strong suit,  with over 19 years of experience.  Maria, Dan, Jordan, and John take extensive courses each fall to prepare for the new IRS directives.  2020 was an especially complicated year with COVID, CARES ACT PPP LOANS, and stimulus checks.  Rest assured we are ready, to guide clients through these challenging times.  Don’t miss the opportunities provided by these generous government stimulus packages, contact us now to get the latest updates and answers to your questions.

Financial Planning

Today Financial Planning means Coaching and Mentoring.  Current affairs show the increase in awareness and participation in the stock market, savings, retirement plans, and all the information and most-information coming at the public, especially in Social Media.  John’s 30 years of experience with Stock Market swings and their effects on personal financial outcomes can be a valuable resource.  His daily focus and study of finance as it relates to the current economy and government intervention especially as it relates to taxes gives clients valuable assistance in creating a financial plan.  If you are a business owner looking for coaching John and the Strategic Tax team are ready to assist.

Brokerage Services

John is a licensed Investment Advisor Representative with Money Concepts an independent broker-dealer.  Affiliated with Pershing and Mellon Bank one of the oldest financial institutions in America, John has the resources and products for all financial opportunities.  We build, assist with recommendations and manage financial portfolios.  As a fiduciary John is customer-focused and guaranteed to give you all the options to get the best products,  pricing, and coaching to assist in your success.  Contact John today to work on not just being good but being great.

Home, Auto, and Business Insurance

Protection is the roof that covers your financial life.  John and  Philip Foust operated an independent brokerage that gives clients access to 100’s of the best insurance companies and 1000’s of products to help every customer’s financial needs.  From the basic offerings in Home and Auto at Allstate, Traveler Safeco, and Bristol West to specialty, surplus lines, and business insurance we can protect the valuables in your life and business.  Contact Philip today for information and free quotes.  Protecting and Saving Money is our mission.