Accounting & Tax

We worry about taxes so you don't have to

Business owners aren't alone when they have Strategic Business Advisory & Tax on their team.

Strategic Business Advisory & Tax was founded in 2007 with the purpose of using our education and vast experience working with businesses to help them get ahead. We are a CPA firm that offers much more than typical services. We deliver on the need of small to mid-sized business owners to understand and overcome the hurdles common to many businesses.

From the day-to-day tasks of bookkeeping to the bigger projects of filing taxes let our team of experts take the pressure off of you and keep your mind at peace. When working with Strategic Business Advisory & Tax, you don't have to worry if your taxes are getting done right, you know it will be done right.

How We Help

Tax Planning

Looking to open a second location? Wanting to buy new equipment? With a tax plan in place, we can advise you on how best to execute your vision with tax saving strategies in mind.

Tax Preparation

Tax time can be stressful for a business owner. We are here to make it stress-free. We can file your income taxes, sales taxes, payroll taxes, and more. Let us worry about your taxes so you don't have to.

Bookkeeping

It is crucial for your business to keep accurate financial records. When even the smallest error can cost your business, allow our team of Certified Experts to handle your day-to-day bookkeeping so you know it will be done right.

TESTIMONIAL

Our clients love working with us

We hit the jackpot

In finding Randi Sorenson and Strategic Business Advisory & Tax we hit the jackpot. They have handled our Corporate tax return, our various LLC's along with Partners K-1 statements, our Non-Profit Charitable Trust, my personal taxes, my children's personal taxes, and my 92 year young Mom's taxes along with her Irrevocable trust. They have been incredibly efficient, completing tasks and meeting deadlines. Responsiveness to our questions and concerns has been helpful and timely. We are grateful that not only do we feel that we have a business partner, but that we've experienced huge cost savings. If you are looking for a CPA and Business Consulting Group that is professional, efficient, and responsive, then you have found a goldmine.

David M Germann

Ventura Recovery Center, Inc