Complicated taxes deserve every legal deduction.

Tax planning and preparation for individuals, real estate professionals, and small businesses with complicated tax situations. Keep more of what you earn, with an advisor who knows your situation and actually answers your emails.

The problem

Most tax relationships are built around one deadline.

If you’ve worked with a typical tax firm, this probably sounds familiar:

  • You send your documents and get a tax return to sign, with no explanation of the numbers.
  • Your accountant never asks about your year, your goals, or what’s coming next.
  • You have rental properties, a business, or complicated investments, and suspect there’s money left on the table.
  • Your questions wait days for an answer, or never get a thorough one.

The return is the last step of the tax process. Everything that actually saves you money happens before it. We start at the first step.

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Stronghold’s Three Pillars

Strategy

Tax savings start with a plan. Through regular meetings and tax projections, I find every legal way to lower what you owe and show you which moves are worth making.

Execution

Every return built line by line to capture the deductions, credits, and elections you’re entitled to, then explained so you know exactly what you’re signing.

Security

If the IRS, State, or City ever have questions, you don’t face them alone. We have the credentials and authority to respond on your behalf, and we stand behind every return we prepare.

Your questions get real answers from the person who prepared your return.

Ready to build your tax stronghold?

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Who I work with

Find your starting point.

Your tax situation isn’t ordinary. Your preparer shouldn’t treat it that way.

When your return has more moving parts than a W-2, you need more than data entry. I work through equity compensation, multi-state income, foreign taxes, and side businesses, then explain the numbers so you know what you’re signing and what to do differently next year.

See how I work with individuals
  • Sole proprietors and business owners
  • Stock and equity compensation
  • Investments and retirement accounts
  • Multi-state, city, and school district taxes
  • Clergy and ministry

Your real estate deals deserve a tax plan before the closing.

Real estate rewards planning and punishes guesswork. Whether you’re adding rentals, running BRRRR deals, flipping, or earning commissions as an agent, I help you see the tax impact before the deal closes, not after.

See how I work with real estate professionals
  • Rental owners
  • BRRRR investors
  • Flippers and wholesalers
  • Agents and brokers

Your business deserves a real tax plan.

From S-Corporation salary decisions to adding a partner, the choices made early shape what you pay later. I prepare your business returns, plan ahead with you, and look for every legal way to keep more of what your business earns.

See how I work with businesses
  • S-Corporations and closely held Corporations
  • Partnerships
  • Sole proprietors
  • New businesses and first-year setup

Trust and estate taxes, handled with care.

Whether you’re settling a loved one’s estate, managing a family trust, or making large gifts, I prepare the returns, explain what’s due and when, and look for every legal way to lower what you and your beneficiaries pay.

See how I help executors and trustees
  • Final individual returns
  • Estate and trust returns (Form 1041)
  • Beneficiary K-1s
  • Gift tax returns (Form 709)

Process

How It Works

  1. Book a free discovery call.

    No sales pitch. I take the time to understand where you are today, your short- and long-term goals, and whether we’re a great fit for each other.

  2. Get a clear scope and price.

    I review your prior returns and documents, then give you a clear scope and an exact price up front, so you know what’s included and what it costs before you commit.

  3. Stay ahead.

    Year-round meetings and projections keep you ahead of tax season, filing is handled on time, and you have a direct line to your advisor whenever a question comes up.

Step one takes 20 minutes.

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Levi King, Enrolled Agent and founder of Stronghold Tax Advisors

Meet Levi

The person who prepares your return.

I’m Levi King, an Enrolled Agent and a tax nerd at heart. Before starting Stronghold, I spent four years at a local tax firm working with individuals, rental property owners, and small businesses. I started Stronghold so the planning happens before the return, with real conversations in between.

  • Thousandsof tax returns prepared
  • Hundredsof tax plans built for clients
  • Dozensrepresented before the IRS

Outside of work, you’ll find me with my wife, Tori, our cats, a good book (often about taxes), or a trivia night.

More about Levi

Let’s look at your tax picture.

Stronghold works best for clients who want to plan ahead. If that sounds like you, book a free discovery call.

Engagements start at $700 for individual returns and $1,800 for business returns. Filing Only is capped at 40 returns each season.

Book a Free Discovery Call