# The Tax Strategist CPA™

> Jacksonville CPA firm led by Keith L. Jones, a licensed Florida CPA and former Florida Department of Revenue Senior Tax Specialist. Strategic tax planning and real-world tax defense for business owners, real estate investors, and high-income professionals.

## About

The Tax Strategist CPA™ (also known as TheCPATaxProblemSolver™) is a licensed Florida CPA firm with 30+ years of experience, led by Keith L. Jones, CPA (FL License AC0028367).

Before entering private practice, Keith spent seven years inside the Florida Department of Revenue — beginning in collections, advancing through audit roles, and serving as a Senior Tax Specialist in the Audit Assistance Section. That insider experience provided direct exposure to how tax agencies evaluate risk, issue assessments, enforce collections, and review disputes.

Today, that perspective informs both proactive planning and controversy representation. The firm's work sits at the intersection of strategic tax planning and real-world tax defense — helping clients create compliant, defensible strategies built around structure, timing, documentation, and long-term decision-making.

This is not a commodity tax preparation firm. Tax returns matter, but compliance alone is not the value driver. The real value comes from informed planning, disciplined execution, and advice that holds up under scrutiny.

Located at 13475 Atlantic Blvd, Unit 8, Jacksonville, FL 32225.
Phone: (904) 464-8111
Website: https://taxstrategist.cpa

## Services

- **Tax Strategy & Planning**: Year-round proactive tax reduction strategies for businesses and individuals
- **S-Corp Advisory**: S-Corp election timing, reasonable compensation, payroll tax savings
- **Business Entity Structuring**: LLC, S-Corp, multi-entity arrangements, operating agreements
- **Real Estate Tax Strategy**: Cost segregation, 1031 exchanges, REPS, passive activity rules, STR loophole
- **Tax Resolution & IRS Representation**: Audits, collections, liens, levies, offers in compromise, penalty abatement ($50M+ resolved)
- **Florida Sales Tax**: FL DOR compliance, audits, voluntary disclosure
- **Tax Preparation**: Individual, business entity, rental property, and expat tax returns
- **Bookkeeping & Financial Analysis**: Monthly bookkeeping, financial statements, periodic business reviews

## Who We Serve

Clients come to us when complexity is increasing, risk is rising, or the cost of poor tax decisions is too high:
- **Business Owners & S-Corp Operators** — Entity optimization, compensation strategy, year-round tax planning
- **Real Estate Investors** — Cost segregation, 1031 exchanges, REPS qualification, passive activity optimization
- **High-Income Professionals** — Physicians, attorneys, executives, and consultants needing coordinated tax strategy
- **Entrepreneurs & Consultants** — Entity selection, estimated tax planning, growth structuring
- **Growing Companies** — Multi-entity coordination, state tax compliance, nexus analysis

## Key Topics

### Business Advisory
- S-Corp tax strategy and election timing
- LLC taxation and entity planning
- Multi-entity tax arrangements
- Business tax deductions
- Reasonable shareholder salary
- Medical contractor tax strategy
- Deal structuring and tax implications

### Real Estate
- Rental property tax deductions
- Cost segregation studies
- 1031 like-kind exchanges
- Real estate professional status (REPS)
- Short-term rental tax loophole
- Passive activity loss rules
- Material participation tests
- Accelerated depreciation
- Depreciation calculator (interactive planning tool)

### Tax Center
- Tax resolution and IRS representation
- Tax planning services
- Florida sales tax compliance
- End-of-year tax moves
- Tax patrol (ongoing monitoring)

## Credentials

- Licensed Florida CPA (AC0028367)
- Former FL DOR Senior Tax Specialist (Dec 1989 – Mar 1997)
- 30+ years of tax advisory experience
- 500+ clients served
- $50M+ in tax liabilities resolved
- TaxCure.com Top Pick — Florida's Best Tax Relief 2026
- Offices in Jacksonville, Daytona Beach, and Destin

## Content

The site hosts a knowledge base of 100+ in-depth articles covering tax strategy, entity planning, real estate taxation, IRS resolution, and business advisory topics. Articles are written for business owners and investors seeking actionable tax guidance.

## How to Engage

1. Book a complimentary 30-minute strategy session
2. We review your tax situation and identify opportunities
3. You receive a custom tax reduction roadmap

No obligation. No sales pitch. Strategy-first approach.

## Contact

- Book online: https://taxstrategist.cpa/contact
- Call: (904) 464-8111
- Email: info@thetaxstrategistcpa.com