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Strategic Tax Accountant Strategic Tax Accountants is a full-service tax & accounting firm dedicated to getting results.

Strategic Tax Accountants is a leading accounting and tax firm dedicated to helping businesses achieve their goals. Known for precision and personalized service, our team specializes in tax preparation, tax resolution, business advisory, and financial planning. As an IRS-licensed Enrolled Agent firm, we bring expertise and integrity to every client interaction, ensuring compliance and maximizing savings through tailored tax strategies. We’re driven by the philosophy that tax planning should empower clients, not just meet deadlines. By providing year-round support, proactive tax guidance, and up-to-date insights on the latest tax laws, we help clients confidently navigate the complexities of finance.

πŸ“Š Advisory Plan Packages: More Than Just One Meeting a YearOne meeting a year with your accountant is not a strategy. It...
10/16/2026

πŸ“Š Advisory Plan Packages: More Than Just One Meeting a Year

One meeting a year with your accountant is not a strategy. It is a transaction. Real tax and financial planning happens throughout the year, not just when it is time to file.

What to know:
πŸ”Ή Scheduled planning sessions to keep your goals on track
πŸ”Ή Proactive deadline management to help you stay ahead
πŸ”Ή Quarterly check ins to review your financial numbers
πŸ”Ή Direct access when important tax or business decisions come up

With our Advisory Plan Packages, you get financial, operational, and strategic planning built around your goals. Instead of reviewing decisions after they happen, you can get guidance before making your next move.

πŸ“… Year end enrollment is open now. Lock in your 2027 advisory plan before January and start the new year with a strategy in place.

πŸ”— Book a consultation: www.strategictaxaccountant.com
πŸ“² Jax: (904) 479 8838 | CLT: (980) 215 9888

πŸ“Š The 2026 Filing Season Ends Today. The Planning Season Has 77 Days Left.October 15 marks the final filing deadline for...
10/15/2026

πŸ“Š The 2026 Filing Season Ends Today. The Planning Season Has 77 Days Left.

October 15 marks the final filing deadline for most extended individual tax returns. From today forward, the focus shifts from filing last year’s taxes to planning for 2026. December 31 is the deadline for many tax strategies that could affect your next return.

What to know:
πŸ”Ή Review retirement contributions, equipment purchases, and income timing before year end.
πŸ”Ή Explore charitable giving strategies and opportunities to manage capital gains.
πŸ”Ή Retirees should review required minimum distributions before December 31.
πŸ”Ή Business owners should clean up their bookkeeping now to make informed year end decisions.

The filing deadline is here, but there is still time to plan. Clean books in October mean better information for November and December decisions. Book your year end strategy session this week and make the most of the remaining 77 days.

πŸ”— Book a consultation: www.strategictaxaccountant.com
πŸ“² Jax: (904) 479 8838 | CLT: (980) 215 9888

⏰ Tomorrow Is October 15. Your Last Day Checklist.One day left until the final filing deadline for extended 2025 individ...
10/14/2026

⏰ Tomorrow Is October 15. Your Last Day Checklist.

One day left until the final filing deadline for extended 2025 individual tax returns. If you have not finished everything, here is what to check today.

What to know:
πŸ”Ή Your return is with your preparer: Confirm it will be e filed tomorrow and sign any outstanding forms.
πŸ”Ή You owe taxes: Arrange payment by the deadline. IRS Direct Pay is available at IRS.gov.
πŸ”Ή You are self employed: Check your SEP IRA contribution options before the deadline. Eligible contributions may still be possible, depending on your circumstances.
πŸ”Ή Something is missing: Contact your preparer immediately and file using accurate information. An amended return may correct certain errors later, but it does not erase every consequence of filing late.

Do not leave everything until the last minute. Confirm your documents, signatures, and payment plans today. Finish strong and avoid unnecessary delays.

πŸ”— Book a consultation: www.strategictaxaccountant.com
πŸ“² Jax: (904) 479 8838 | CLT: (980) 215 9888

10/13/2026

⏰ 48 Hours. File Even If You Cannot Pay. Here Is Why.

October 15 is Thursday. If you filed an extension, you have about 48 hours left. Owe taxes but cannot pay the full amount? File anyway.

What to know:
πŸ”Ή The failure to file penalty can be 10 times higher than the failure to pay penalty.
πŸ”Ή Filing on time can help you avoid a much larger penalty, even if you still owe money.
πŸ”Ή Payment plans may be available if you cannot pay your full tax balance.
πŸ”Ή If the IRS owes you a refund, you must file to claim it. Wait too long, and your refund may expire.

Filing with a balance due is a problem you can work through. Not filing can make it more expensive. Two days. One deadline. Take action now.

πŸ”— Book a consultation: www.strategictaxaccountant.com
πŸ“² Jax: (904) 479 8838 | CLT: (980) 215 9888

⏰ Three Days to October 15. Which Kind of Extension Filer Are You?There are two kinds of extension filers, and both have...
10/12/2026

⏰ Three Days to October 15. Which Kind of Extension Filer Are You?

There are two kinds of extension filers, and both have a reason to act before Thursday.

What to know:
πŸ”Ή You owe taxes: File by October 15, even if you cannot pay the full balance. The failure to file penalty is generally much higher than the failure to pay penalty.
πŸ”Ή You are owed a refund: You generally have three years from the original filing deadline to claim your refund.
πŸ”Ή You need more time to pay: Payment arrangements may be available, but missing the filing deadline can lead to additional penalties.
πŸ”Ή You have not filed yet: Filing now can help you avoid unnecessary penalties or losing a refund you are entitled to claim.

Whether you owe or are expecting a refund, do not wait. Get your documents submitted this week so there is time to prepare and review your return before the deadline.

πŸ”— Book a consultation: www.strategictaxaccountant.com
πŸ“² Jax: (904) 479 8838 | CLT: (980) 215 9888

10/08/2026

⏰ One Week. October 15 Is the Final Deadline of the Year.

If you filed a tax extension in April, this is your one week warning. October 15 is the final deadline, and there is no extension on the extension.

What to know:
πŸ”Ή Extended individual tax returns are due October 15
πŸ”Ή The failure to file penalty can be 5% of unpaid tax per month, up to 25%
πŸ”Ή Interest on unpaid balances may already be accruing from April 15
πŸ”Ή Eligible self employed individuals may still be able to establish and fund a SEP IRA for 2025 by October 15

If you have not submitted your documents, do it this week. Filing sooner gives your preparer time to review your return and address anything that may be missing.

πŸ”— Book a consultation: www.strategictaxaccountant.com
πŸ“² Jax: (904) 479 8838 | CLT: (980) 215 9888

🏒 Real Estate Investors: A Cost Segregation Study Can Accelerate Your Deductions.When you purchase rental or commercial ...
10/07/2026

🏒 Real Estate Investors: A Cost Segregation Study Can Accelerate Your Deductions.

When you purchase rental or commercial property, the building is generally depreciated over 27.5 or 39 years. Cost segregation can identify certain components that qualify for shorter depreciation periods, potentially accelerating your deductions.

What to know:
πŸ”Ή Certain components can be reclassified into 5, 7, or 15 year property
πŸ”Ή Qualifying components may benefit from bonus depreciation
πŸ”Ή Recently purchased or significantly improved properties may be strong candidates
πŸ”Ή Passive activity rules can affect how and when you use the deductions

A cost segregation study can create significant first year tax deductions, but the strategy depends on your property, income, and tax situation. It is important to run the numbers before moving forward.

πŸ”— Book a consultation: www.strategictaxaccountant.com
πŸ“² Jax: (904) 479 8838 | CLT: (980) 215 9888

πŸ“ˆ The 0% Capital Gains Tax Rate Is Real. Here Is Who May Qualify in 2026.Most people know about harvesting losses. Far f...
10/06/2026

πŸ“ˆ The 0% Capital Gains Tax Rate Is Real. Here Is Who May Qualify in 2026.

Most people know about harvesting losses. Far fewer realize that some taxpayers may be able to realize long term capital gains at a 0% federal tax rate when their taxable income stays within the applicable threshold.

What to know:
πŸ”Ή The 2026 zero percent threshold is $49,450 for single filers
πŸ”Ή The threshold is $98,900 for married couples filing jointly
πŸ”Ή Retirees, investors, and business owners with a lower income year may benefit
πŸ”Ή Selling appreciated investments before year end may create an opportunity to manage your tax liability

The key is planning. Your taxable income includes more than just your capital gains, so the calculation should be done before selling. With December 31 approaching, now is the time to review whether this strategy could apply to you.

πŸ”— Book a consultation: www.strategictaxaccountant.com
πŸ“² Jax: (904) 479 8838 | CLT: (980) 215 9888

πŸ• Summer Hours End Today. Full Schedule Starts Tomorrow.Our summer schedule ends today. Starting October 6, our Jacksonv...
10/05/2026

πŸ• Summer Hours End Today. Full Schedule Starts Tomorrow.

Our summer schedule ends today. Starting October 6, our Jacksonville and Charlotte offices return to full operating hours, with just nine working days left before the October 15 deadline.

What to know:
πŸ”Ή Extended tax returns are approaching the October 15 deadline
πŸ”Ή SEP IRA setups may still be available for eligible extended filers
πŸ”Ή Fall strategy sessions are booking now
πŸ”Ή Bookkeeping cleanups can help you prepare for year end

If you have been waiting for more availability, now is the time to schedule. This is one of the busiest stretches of the fall, so appointments can fill quickly.

πŸ”— Book a consultation: www.strategictaxaccountant.com
πŸ“² Jax: (904) 479 8838 | CLT: (980) 215 9888

🚨 October Tax Deadlines: October 15 Is the Final Filing Deadline of 2026October brings one of the most important tax dea...
10/02/2026

🚨 October Tax Deadlines: October 15 Is the Final Filing Deadline of 2026

October brings one of the most important tax deadlines of the year. If you filed an extension, now is the time to make sure your return and any required filings are ready.

If you filed an extension, do not wait until the last minute. Get your documents in this week so there is time to review everything and address any missing information.

After October 15, the rest of the year is about planning. Start preparing now for your year end tax moves.

πŸ”— Book a consultation: www.strategictaxaccountant.com
πŸ“² Jax: (904) 479 8838 | CLT: (980) 215 9888

Address

1301 Riveplace Boulevard, Suite 800
Jacksonville, FL
32207

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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