The short version: we help high-income professionals, real estate investors, and business owners legally pay less tax, and we do the compliance work that makes the strategy stick. Founded by Bryan Martin, CPA, MBA, and licensed real estate broker, Taxstra grew from a local accounting practice into a nationwide planning firm. The work falls into three lines:
Tax Planning & Strategy
Proactive, multi-year planning engagements that quantify exactly how to lower your tax bill, entity structure, retirement stacking, real estate strategies, equity compensation timing, and then implement it with you.
- Written plan with projected dollar impact
- Year-round, not just at filing time
- Built for incomes where mistakes cost five figures
Tax Preparation & Filing
Individual and business returns prepared and reviewed by a CPA-led team, including the complex ones: K-1s, multi-state income, rentals, RSUs and ISOs, and crypto.
- Federal plus every required state return
- Basis schedules and elections maintained year over year
- Secure portal, fully remote process
Bookkeeping & Payroll
QuickBooks Online bookkeeping reconciled monthly, plus payroll setup and oversight, so your books are accurate, your payroll taxes are actually paid, and tax season starts from clean numbers.
- Monthly reconciled financials
- CPA oversight, plain-English reporting
- Feeds directly into planning and filing
Why one firm for all three?
Tax savings die in the handoffs. A strategy your preparer never sees doesn't make it onto the return; books your strategist never sees hide the opportunities. When the planner, the preparer, and the bookkeeper share one file, the plan you paid for is the return you actually file.