YOUR BLUEPRINT TO FINANCIAL ELEVATION
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At Strategic Wealth Consulting, we empower small business owners with the financial clarity, strategy, and support they need to succeed. From accurate, stress-free tax preparation to reliable bookkeeping that keeps your numbers clean year-round, we handle the details so you can focus on growth. And when you’re ready to scale, our business funding services help you build a fundable structure, strengthen your financial profile, and secure the capital your business deserves. SWC is your all-in-one partner for taxes, bookkeeping, and funding—because your business deserves guidance that’s strategic, comprehensive, and built for long-term success.
✅ Business Tax Preparation: Federal, state, and local returns for LLCs, S Corps, and sole proprietors.
✅ Quarterly Tax Planning: Stay compliant and avoid surprises with accurate quarterly filings.
✅ Expense & Deduction Optimization: Identify and track eligible write-offs that keep more money in your business.
✅ Bookkeeping Review: Ensure your books align with your tax goals and IRS standards.
✅ IRS Representation: We’ll stand by you and communicate directly with the IRS if issues arise.

From booth rent and product expenses to travel, education, and marketing costs — we’ll help you turn your daily business expenses into real tax savings.

We help with Filing Schedule C's, Tracking write-offs for home offices, subscriptions and marketing tools, Planning ahead longevity & business growth.

We help real estate professionals structure their finances to reduce taxable income, manage quarterly payments, and stay ready for audit season.

SWC helps small business owners with tax preparation, entity formation, and strategic financial planning to keep more of what they earn while staying compliant.
Business Tax Prep Checklist (docx)
DownloadIf you’re ready to grow your business but don’t know where to start with funding, Strategic Wealth Consulting has you covered. We now offer Business Funding Solutions to help entrepreneurs access the capital they need — without the stress, confusion, or constant denials.
Here’s what we do for you:
✨ Pre-qualify your business
✨ Review your credit + business structure
✨ Connect you with trusted lenders
✨ Business credit cards
✨ Lines of credit
✨ Working capital & micro-loans
✨ No-PG options (case-by-case)
✨ PLUS: Funding-readiness guidance so you don’t waste time applying for lenders you’ll never get approved for
Starting your business the right way means more than just filing paperwork — it’s about creating a strong foundation for funding, compliance, and tax advantages.
We’ll help you:
✅ Choose the right entity type (LLC, S-Corp, or sole proprietorship)
✅ File your Articles of Organization and obtain your EIN
✅ Create your Operating Agreement and Banking Resolution
✅ Complete your BOI (Beneficial Ownership Information) filing
✅Set up your business for tax compliance and credit readiness
✅Additional documents as needed based on your business type
When your business is properly structured, you’ll unlock more tax deductions, access to business credit, and a clear separation between your personal and business finances — setting you up for long-term success.
✅Integrity: Doing what’s right — every time.
✅Excellence: Delivering service with precision and professionalism.
✅Education: Teaching our clients how to create sustainable wealth.
✅Empowerment: Helping you take control of your financial story.
✅Legacy: Building financial habits that outlast you.
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Book early to avoid delays, stress, and IRS slowdowns