Our Professionals

Tax Strategies, LLC

Tax Strategies LLC is a dedicated team of tax professionals whose job it is to keep abreast of changing tax law and how it impacts your financial future. Their year-round, in-house staff collaborates with your Moneta team to provide proactive tax planning solutions and preparation services through innovative ideas and expert, timely advice.

Our partnership with you and your Moneta Family CFO ensures that we deliver seamless service. We work closely with your Moneta team to simplify your tax experience and free you from worry. As experienced tax professionals, we understand that tax complexities provide opportunities. Our strength is looking beyond the numbers and taking advantage of every possible benefit to help you obtain your financial goals.