Strategic Associates, Llc
At Strategic Associates, we specialize in empowering small to mid-size business owners and high-income earning employees with the knowledge and tools to identify and implement appropriate utilization of the tax code. Our dedicated team is committed to helping clients mitigate their tax liability by leveraging government incentives and strategic planning techniques. With a mission to enable our clients to retain more of their hard-earned money, we provide comprehensive consulting services tailored to individual business needs. Through careful analysis and personalized strategies, we guide our clients towards maximizing tax efficiencies while ensuring compliance with all relevant regulations. At the core of our approach is a deep understanding of the intricate nuances of the tax code and a commitment to staying abreast of the latest developments and opportunities. We believe that by strategically harnessing available incentives, businesses can not only optimize their financial performance but also contribute to the broader economy. Our clients rely on us to demystify the tax landscape, identify opportunities for savings, and implement proactive measures to minimize tax burdens. There are 3 major categories when it comes to the types of incentives offered. These include tax benefits from Business Expenses, tax benefits from Charitable Donations, and tax benefits from Investment Opportunities. Whatever our clients' situation, we work tirelessly to uncover every possible avenue for savings. With Strategic Associates by their side, business owners and other working individuals can rest assured that they are equipped with the knowledge and strategies needed to thrive in an increasingly complex tax environment. Together, we are committed to helping businesses keep more of their earnings and play a vital role in driving economic growth and prosperity.
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Verified contacts
11
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- AD
Annalyn Dickson
Director of Admin & Processing · Operations
EmailPhone - KM
Kyle Moore
Strategy Consultant · General Business & Management
EmailPhone - CT
Chase Thurgood
Tax Strategist and Business Consultant · Other
EmailPhone - RR
Roger Roundy
Chief Executive Officer · General Business & Management
EmailPhone - GF
Gaje Ferguson
Strategy Consultant · General Business & Management
EmailPhone - PB
Paul Besancon
Managing Director and Principal · General Business & Management
EmailPhone - WC
Wallace Child
Tax Specialist · Finance & Accounting
EmailPhone - DM
Derek Miller
Partner · General Business & Management
EmailPhone
Showing 8 of 11 verified contacts
Top roles at Strategic Associates, Llc
8 distinct titles indexed · top 8 shown.
- 3strategy consultant
- 1chief executive officer
- 1director of admin & processing
- 1managing director and principal
- 1owner & principal
- 1partner
- 1tax specialist
- 1tax strategist and business consultant
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