Strategic Financial Solutions

At Strategic Financial Solutions, we are dedicated to providing exceptional accounting, tax, and social security planning services to individuals and businesses. Our team of experienced professionals is committed to helping our clients achieve their financial goals by providing personalized and tailored solutions.

Our Story

Our company was founded on the principles of honesty, integrity, and a passion for helping others. Our team, led by Nick Katko, a renowned expert in Lean Accounting, has years of experience in the accounting and tax industry. We have a strong belief in building long-term relationships with our clients, based on trust and open communication.

Our Services

We offer a wide range of services, including accounting services, tax planning and preparation, and social security planning. Our accounting services include financial statement preparation, budgeting, and financial analysis. Our tax planning and preparation services include individual, corporate, and partnership tax returns, as well as tax planning strategies to minimize tax liability. Our social security planning services help individuals and couples maximize their lifetime social security benefits.

Accounting Services

At Strategic Financial Solutions, we understand the importance of accurate and timely financial reporting. Our accounting services include:

• QuickBooks set up and training
• Preparation and analysis of financial statements
• Monthly bank reconciliations
• Monthly closing of books
• Payroll processing and payroll tax preparation
• Sales tax
• Tax planning, preparation, and compliance

Tax Planning and Preparation

Our tax planning and preparation services include:

• Tax return preparation (individual, C-Corp, S-Corp, LLC, partnership, 1099s)
• Review and preparation of quarterly estimated tax payments
• Assessment of tax developments to determine changes to tax planning strategies
• Business entity selection from a tax perspective
• Retirement planning options to minimize tax impact
• Initial tax registrations
• IRS, state, and local representation and communication on all tax notices

Social Security Planning

Our social security planning services help individuals and couples maximize their lifetime social security benefits. Our services include:

• How married couples can use restricted application and claim and suspend to maximize benefits
• Benefits for divorced spouses, surviving spouses, and children
• Impact of electing to receive benefits before full retirement age and delaying benefits past full retirement age
• Annual earnings test before full retirement age

Conclusion

At Strategic Financial Solutions, we are committed to providing exceptional service to our clients. We understand the importance of accurate and timely financial reporting, and we are dedicated to helping our clients achieve their financial goals. Whether you need accounting services, tax planning and preparation, or social security planning, we are here to help.