Tax Strategy & Optimization
Owning your own business comes with real advantages. You set your schedule, choose the patients and clients you want to work with, and directly benefit from the effort you put in. But with that freedom also comes a responsibility, especially to your finances and taxes.
If you’re used to a traditional 9-to-5, the transition can feel overwhelming. Instead of a simple W-2, you’re now navigating profit and loss statements, business deductions, estimated taxes, and strategic decisions that directly impact your bottom line. And trying to figure it all out on your own can create unnecessary stress.
That’s where the
Strategia Tax Method comes in.
Here at Strategia, we understand how you’re feeling. Lori, our founder, has worked with doctors, medical and therapy practices, attorneys, and other professionals for over 20 years on their taxes and accounting. With a deep expertise in advising, planning, and consulting, we help business owners move beyond compliance and into clarity. Our approach is strategic, proactive, and designed to support sustainable growth, not just at tax time, but year-round.
Take a breath. Taxes and financial strategy don’t have to be confusing or reactive. With the right systems and guidance in place, you can feel confident in your numbers and intentional about your decisions.
It’s time to work smarter, optimize your tax savings, and build a financial foundation that supports your bigger vision.
