About 

At Strategic Tax Solutions, our goal is to not onlymaximize your refund while minimizing yourinconvenience but to also build a rapport and educateso you have a support system to plan ahead and make better decisions for you, your family, and yourbusiness. While we are capable and willing to prepare taxes returns for all individuals and families, we are Tax Strategists and Bookkeeping Specialists for Real Estate Investors and Small Business owners. Before I opened a tax office, I was a regular Joe Schmoe working 9-5 in Corporate America. I would get my W-2 in the mail every January and eventually make my way to a tax office to file. I’d wait for some random person to call my name, hand over my documents, and twiddle my thumbs hoping he or she would tell me I’m getting money back. No explanation. Just sign and wait for your money to come. Rinse and repeat every year. When I bought a house, my tax situation became a little more complicated. Instead of just twiddling my thumbs while some random stranger was shuffling through all my documents that contained sensitive Credit & Deductions Guide LLC vs S-Corp Bookkeeping Checklist Flippers & Landlords FB IG LI TT Why you need a tax preparer and bookkeeper video information, I would randomly get asked a question. Still no explanation other than I was getting back more money because I bought a house. Naturally, I was happy to be getting back more money, but the lack of feedback did not seem right to me. That is when I jumped online and did some investigating of my own. I quickly found out that not only I was leaving money on the table because I wasn’t claiming all of my expenses, deductions, and credits, but I could’ve also got more bang for my buck if took advantage of certain tax codes. How could there be so little clarity on a process that is mandatory for so many people? And how come the person filing my taxes was not able to provide any insight or suggestions for the following year? The lack of education about tax law and need for rapport with tax preparers is the reason why Strategic Tax Solutions was created. I was a college graduate working in the financial industry – and wasn’t well versed in the intricacies of tax law. I knew I couldn’t be the only one that was feeling left in dark. Considering how much money the government takes out of our checks every pay period, it’s only right that we know how that figure is calculated to make sure we are not overpaying. So, who am I to go against the government and prevent them from overtaxing people? How can my tax office stop the IRS from taking money out of your check every period? What can I do to prevent Real Estate Investors and a Small Business Owners from being slapped you with a huge tax bill at the end of the year? All fair questions. Well for starters, I am not going to go ‘against the government’. But I can prevent them from overtaxing you by educating myself on the tax law and making sure my clients claim all of their expenses, deductions, and credits – many of which are not common knowledge. My tax office can help you keep more money in check week to week by reviewing how many exceptions you are claiming on your W-4. I can prevent you from getting hit with a huge tax bill and subsequent fines and penalties by keeping the books for your business clean and letting you how much you should pay in quarterly taxes. I graduated from UMass Amherst and majored in Accounting & Information Systems. I earned my MBA from UMass Dartmouth. I am an Enrolled Agent and authorized by the US government to represent taxpayers in matters regarding the IRS. I’ve worked in the financial industry for 20 years and reconciled accounts for multi-million-dollar clients. I work well with numbers and decided to no longer be a cog in the machine of corporate America, but to instead make a direct impact on taxpayers, Real Estate Investors and Small Business Owners. Now, just because I am able to inform you on how taxes are calculated, keep accurate accounting on your books, ensure that you are claiming all of your credits, deductions, and expenses, that does not mean I can rig the system and manipulate the numbers so you can get a huge refund. Tax avoidance is legal, but tax evasion could put you behind bars. However, if you have access to this information, you will be able to strategize to put yourself and your business in a position to pay as little taxes as possible and keep more money in your pocket. Everyone’s tax situation is different. I could type until I get arthritis in my fingers and still not cover all the different scenarios. So why don’t we set a time to connect so we can discuss your particular circumstance? Take Care & Be Safe, Michael A. Lisbon Jr. Owner, Enrolled Agent Strategic Tax Solutions Go2Guy for All Your Tax Prep & Bookkeeping Needs