Taxstra PLLC is an Accountant in Springfield, IL, located at 3201 W White Oaks Dr Suite 401. The firm provides proactive tax planning, monthly accounting, and tax filing services for high-income professionals, business owners, and real estate investors. Serving clients in all 50 states through a fully remote model, Taxstra specializes in complex income structures including equity compensation, K-1s, rental portfolios, and multi-state income. The firm holds a 5.00 rating based on customer reviews.
Established in 2022, Taxstra operates as a CPA-led firm under Bryan Martin, CPA, MBA. The team prepares returns for over 1,000 clients, handling federal and required state filings with a review call before submission and retained workpapers. Core services include strategic tax planning for high earners, addressing surtaxes and withholding gaps for physicians, attorneys, executives, and tech professionals. The firm offers specialized stock compensation planning for RSUs, ISOs, and NSOs, alongside retirement tax planning that focuses on Roth conversions and withdrawal strategies without managing investment portfolios.
For real estate investors, Taxstra provides strategies involving cost segregation and Real Estate Professional Status (REPS) to turn portfolios into tax shelters. Business owners receive S-Corp optimization, reasonable compensation analysis, and strategic entity structuring to reduce liability. The firm also operates an accounting department for reconciliation and financial statements, as well as CFO services for forecasting and KPI tracking. A Deep Dive service reviews prior tax returns to identify missed opportunities like the short-term rental loophole. The planning engagement involves quarterly income forecasting and written plans with quantified strategies to help clients implement decisions before deadlines.
Taxstra PLLC maintains a 5.00 rating from its customers, reflecting the quality of its specialized tax and accounting services. The firm is recognized for its proactive approach to tax planning for high-income professionals and business owners across the United States.
Taxstra PLLC combines specialized tax expertise with a proactive planning approach to help high-income professionals in Springfield, IL, and beyond optimize their financial outcomes.
Taxstra PLLC is situated on W White Oaks Drive in Springfield, Illinois, near the intersection of South Veterans Parkway and Wabash Avenue. The office is located about 0.4 miles from Vredenburg Park and roughly 0.6 miles from the Illinois Education Association.
BizScoreAI awarded Taxstra PLLC a Content Quality score of 100 out of 100. This excellent rating means the website clearly describes its services and answers customer questions in a way that AI assistants can quote directly. The firm also received a Technical score of 94 out of 100. This high score reflects a secure and indexable website that search engines can read without errors.
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