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Client Portal - Securely send us your tax documents here.

About

We offer personalized, year round support for our clients. 

Whether you have only one W2 or you have your own business we would be happy to help. We offer comprehensive income tax services for individuals and small businesses. This includes income tax filing, sales tax filing, and year round bookkeeping services. 

Additionally, many taxpayers are finding themselves "in trouble" with the IRS. We can work with you to respond to lRS letters. 

Our Team

John Hicks, EA has been working as an accounting and tax professional since 2008.

Shauna Hicks and Tori Donnelly assist with office management and reception. They will greet you at the front desk. Mary Clemenzi, CPA has been working as an accounting and tax professional for over 40 years.

Hours of Operation

Contact

If you are coming into the office, please park on Desson Ave. There is no parking on Smart Ct or Spring Ave.

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What is an Enrolled Agent (EA) ?

"Enrolled agents (EAs) are America's Tax Experts. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS." (www.naea.org)

 

Privacy Policy and Information Regarding SMS Communication

We collect nonpublic personal information about you from various sources, including:

* Interviews regarding your tax situation

* Applications, organizers, or other documents that supply such information as your name, address, telephone number, social Security Number, number of dependents, income, and other tax-related data

* Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT and 1099-DIV, and stock transactions

*Information you provide to us via phone calls

*Information you provide via text messages (SMS). SMS consent is not shared with third parties for marketing purposes. By opting in to text messages you may receive messages from us to remind you of appointments, request information, or notify you that your taxes are complete. Messaging frequency may vary. Message and data rates may apply. To opt out at any time, text STOP to 518-261-4500. For assistance, text HELP to 518-261-4500

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.

We restrict access to personal information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.

If you have any questions about our privacy policy, contact our office at (518)261-4500.

SMS Terms of Service

By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Strategic Tax Solutions LLC. This includes SMS messages for appointment scheduling, appointment reminders, post-appointment instructions, requests for missing information, and billing notifications. Message frequency varies. Message and data rates may apply. See privacy policy at above. Message HELP to 518-261-4500 for help. Reply STOP to 518-261-4500 to any message to opt out.