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.