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.
Free · 30 minutes · No pressure, no obligation
Our Deep Dive reviews your prior tax returns for missed opportunities like cost segregation, S-Corp elections, and the short-term rental loophole.
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.
Our core services.
Proactive, year-round partnership.
Stop overpaying
Tax Planning
Reduce liability before year-end with forward-looking tax strategies.
Peace of mind
Tax Preparation
Compliant, accurate filings for complex personal and business returns.
Financial clarity
Accounting Department
Reconciliation, financial statements, and monthly oversight, your full back office.
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
No defense strategy for high-risk deductions or entities, and no one to call when the letter arrives.
From filing to planning.
A clear path from "just filing" to a proactive, year-round tax strategy.
Initial Consultation
A free 30-minute call to understand your situation and see if we’re a good fit.
Deep Dive
We review your current tax situation to find missed opportunities.
Custom Tax Plan
We put together a plan for each strategy: deductions, elections, and entity moves.
Year-Round Execution
We can handle the filings, run projections, and keep the plan current as your life changes.
Real clients. In their own words.
"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."
"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."
"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."
"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!"
"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!"
"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."
The tech behind the work.
Industry-leading platforms for accuracy, security, and efficiency, integrated into one client experience.
QuickBooks
Cloud Accounting
Real-time financial tracking with automated bank feeds and monthly reports.
UltraTax CS
Professional Tax
Industry-leading preparation software for complex and multi-state returns.
TaxDome
Secure Portal
Bank-level encryption for documents, e-signatures, and client communication.
ADP
Payroll Services
Full-service payroll processing with tax deposits, W-2s, and compliance.
Engineered Tax
Cost Segregation
Specialized real estate studies that accelerate depreciation and maximize deductions.
One connected stack
Integrated for you
Every platform feeds the same tax plan, books, and filings.
Live strategy sessionConnected planning
Your tax team,
in the room.
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Live on the White Coat Investor podcast.
Our founder Bryan Martin on tax strategies for high-income professionals.
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."
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.
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.