Premium add-on service
Tax & Accounting Support
A dedicated tax professional for your Strad Pro family office offering.
Leverage the Strad Pro platform with tax and accounting support designed for professional advisors. Your clients receive coordinated tax planning, strategy, estimated payment support, and preparation through a service model that works alongside your practice.
Available to Strad Pro subscribers as a premium add-on service.
Aligned Tax Strategy
Fewer Surprises
Seamless Tax Preparation
Tax-aware advice, built together
Better decisions. Stronger outcomes. A better experience for your clients.
Tax planning and wealth planning are most powerful when they happen on the same team. Strad Tax & Accounting Services brings a dedicated tax professional into your family office experience through the Strad Pro platform.
Our model is designed for advisors who want to deliver more coordinated, more proactive, and more valuable guidance to the families they serve.
Your Team, Amplified
Access specialized tax expertise without building an internal team.
Stronger Client Relationships
Deliver a more complete experience that helps retain high-value clients.
Scale With Confidence
Scale support up or down based on your practice and client needs.
What you gain
What You Gain With Strad Tax & Accounting Services
Shared Platform, Shared Context
Your advisory team and dedicated tax professional work from the same client picture inside Strad Pro.
Aligned Tax Strategy
Tax planning is aligned with your client’s priorities today and over the long term.
Fewer Surprises
Estimated payments are managed year-round so clients are better prepared.
One Unified Team for the Client
Present a coordinated professional front that inspires confidence and deepens trust.
Specialized Expertise When You Need It
Bring in the right tax expertise for complex situations without building a full in-house department.
Seamless Tax Preparation
Tax preparation flows naturally from the planning already underway.
Fractional by Design. Dedicated in Experience.
You do not need a full internal tax department to deliver a best-in-class experience. You need the right expertise, when you need it.
- A dedicated tax professional who knows you and your clients
- Flexible support that scales with your practice
- Enterprise-level capability with no fixed overhead
The power of a larger firm—without the overhead. You stay in control. Your client stays loyal.
Especially Valuable When the Stakes Are High
Strad Tax & Accounting Services adds meaningful value in moments that matter.
- IRA to Roth IRA conversion decisions
- Business and entity decisions
- Estate and wealth transfer planning
- Year-round estimated payment management
- Complex tax strategy conversations
- Preparation and filing coordination for the family
Built for Advisors. Respectful of CPAs.
We are not here to replace the trusted relationships you have with your clients’ CPAs. We are here to work alongside them—filling gaps, adding capacity, and bringing a more proactive, integrated approach through the Strad Pro platform.
Collaborative by design
Complementary, not competitive
Better outcomes for everyone
Subscriber service
Deliver More. With Less.
Leverage the Strad Pro platform with expert tax support to deliver a more complete family office experience—and grow your practice with confidence.
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