Profile
Strategic Wealth and Tax
ListedTax and Financial Planning Firm in Irwin, PA
About
About
Strategic Wealth and Tax is an Irwin, PA firm serving individuals, families, professionals, and small business owners with tax and planning support.
The firm describes its approach as independent wealth management with a tax focus.
Strategic Wealth and Tax is an Irwin, PA firm serving individuals, families, professionals, and small business owners with tax and planning support. Its work includes tax preparation, tax planning, bookkeeping services, and integrated financial planning for clients who want tax considerations connected to broader financial decisions.
The firm describes its approach as independent wealth management with a tax focus. Source facts identify CFP and Enrolled Agent credentials, along with services such as investment management, retirement and income planning, federal and state return preparation, and foundational planning for high-earning professionals. Clients may work with the firm in person or remotely, and the practice references tools including StoneX investment accounts and the eMoney Financial Planning Portal.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Bookkeeping services | In-person | ||
| Bookkeeping services | Remote | ||
| Business tax preparation | In-person | ||
| Business tax preparation | Remote | ||
| Individual tax preparation | In-person | ||
| Individual tax preparation | Remote | ||
| Tax planning | In-person | ||
| Tax planning | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
Languages
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