Tax Strategy Center

You don't have to be a tax expert. That's our job.

Tax consultant (show on map)

Tax Strategy Center specializes in proactive tax planning strategies to reduce tax liability for individuals, businesses, and high-net-worth families.

Call (561) 421-5876

Navigate to Visit website

About

Tax Strategy Center is a nationwide firm specializing in tax planning for individuals, businesses, and high-net-worth families. They go beyond tax compliance by proactively recommending tax-saving strategies to maximize after-tax income.

Services include tax planning for individuals and businesses, estate planning, succession planning, and financial planning for high-net-worth retirees and business owners. The firm emphasizes professionalism, responsiveness, and quality, with a team led by Tyler Meigs and Theresa Meigs, both Certified Tax and Business Advisors with extensive experience in finance, real estate, and tax mitigation. They serve accredited high-income individuals, high-net-worth families, high-net-worth retirees, and business owners, offering a comprehensive approach to financial planning that includes tax, estate, wealth management, asset protection, legacy planning, retirement planning, and more.

Nationwide service

Virtual family office practice

Comprehensive financial planning including tax, estate, wealth management, asset protection, legacy planning, retirement planning

Professionalism, responsiveness, and quality as core values

Services

Tax Planning for Individuals

Proactive tax planning strategies to reduce tax liability for individuals.

Advanced tax-saving strategies Maximizing after-tax income Beyond tax compliance

Tax Planning for Businesses

Tax planning services tailored for business owners to optimize entity structure and deferral mechanisms.

Entity structure optimization Deferral mechanisms Immediate and long-term tax impact analysis

Estate Planning

Estate planning services to ensure efficient transfer of wealth and minimize estate taxes.

Succession planning for business owners Tax-efficient wealth transfer strategies Legacy planning for high-net-worth families

Succession Planning for Business Owners

Developing and implementing succession plans to ensure the survival of family businesses across generations.

Well-designed succession plans Family business continuity Tax-efficient transition strategies

Credentials & Certifications

CTBA (Certified Tax and Business Advisor)

Frequently Asked Questions

What is an accredited individual? +

An accredited investor, in the context of a natural person, includes anyone who earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).