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Advisory Services
Clear Guidance.
Personal Attention.
Purposeful Planning.

We believe advisory work should be deeply rooted in building lasting relationships, not transactional. We know that true value comes from understanding the unique stories, goals, and challenges of the individuals and families we serve. Our approach goes beyond simply addressing immediate concerns. We take a full view of your financial picture and long-term objectives.

The Result?

Strategic tax guidance that focuses on the issues that matter most to you.

Through year-round communication and listening to your goals, we provide thoughtful and strategic support, helping you anticipate future needs and identify financial opportunities.

Family Guidance Built on Trust

Your goals may include preserving and growing wealth, planning for important life and business transitions or supporting your family’s long-term needs. You may be preparing for retirement, navigating complex estate planning, or fostering generational wealth transfer. Regardless of your goals or situation, we offer insights and solutions tailored to you and we are committed to helping you create a clear, actionable plan that supports your vision for the future.

Ultimately, our role is to be more than a tax accountant, we are your trusted advisor and we partner with you through every stage of life, across generations, and at every financial milestone. We provide you with the confidence and clarity needed to make well-informed decisions, knowing that you have a knowledgeable and dedicated team by your side.

Strategic Advice, Tailored to You

Our advisory services for individuals, estates, and trusts are customized to your priorities and delivered with the accessibility and discretion you expect. We help clients with:

  • Income tax planning for high-net-worth individuals and multigenerational families
  • Estate and wealth transfer planning in coordination with legal counsel
  • Charitable gift planning
  • Cash flow and liquidity planning to support family needs
  • Succession planning for family-owned businesses and closely held entities

We’re committed to making complexity manageable, championing your goals, and providing steady guidance through every change and challenge.

Come work with a trusted partner who values legacy, clarity, and lasting continuity as much as you do.

Why
Choose Us?

We’re Proactive and Forward-thinking Supporting Your Long-term Goals

You’ll Work with a Team that Stays Abreast with Evolving Tax Regulations

We Provide Big Firm Expertise While Delivering the Service of a Boutique Firm

Our Communication Will Always Be Clear, Consistent and Responsive

We Partner With You Providing Recommendations Every Step of the Way

Testimonials

Strauss & Associates is exactly what you want in your accountant – dependable, honest, and on top of it! My business and I have relied on Strauss for more than a decade!

Byron W Managing Attorney
Warnken, LLC

We have been extremely happy with Strauss & Associates’ services for over 20 years. Our relationship began with my personal tax and has grown to support multiple businesses. Their amazing service and guidance have given me the confidence to grow. Their promptness and attentiveness are outstanding. I highly recommend them to anyone!

Dane S Owner
Insurance Agency

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