Stratford Tax 
& Wealth Group

Precision in Every Decision 

In the intricate world of taxes, precision is paramount, and your peace of mind is our highest pursuit. At Stratford Tax & Wealth Group, we blend meticulous tax preparation with unwavering advocacy to safeguard your financial interests. Our team of dedicated tax professionals leap into action from the moment you entrust us with your tax needs, employing a blend of expertise and diligence that doesn't rest.


 

Services

Tax Preparation

Do you find yourself pushing tax tasks to the last minute? This tax season, stay ahead of the game with Stratford Tax & Wealth Group. Our meticulous approach to reviewing your tax forms and schedules ensures that you maximize your tax returns. Let's get started.

Tax Advisory and Preparation Services (TAPS©)

Understand the variables affecting tax preparation fees, including preparer qualifications, record organization, and tax situation complexity. Learn about average costs, additional charges, and the importance of choosing the right service for both personal and business needs.

Join our eCPR© Program

Unlock year-long tax solutions with eCPR – your Comprehensive Preparation Retainer. Designed for meticulous tax management, eCPR offers a strategic blend of advisory, planning, and filing services, ensuring you're supported at every financial turn. With eCPR, expect proactive tax handling, streamlined documentation, and personalized strategies that align with your goals.

IRS Communications Specialist

Our team includes a dedicated IRS Communications Specialist, authorized to handle all IRS-related correspondences on behalf of our clients. Specializing in tax law and IRS procedures, this professional is adept at crafting precise and strategic responses to IRS notices, including audit letters, ensuring our clients' positions are clearly communicated and defended.

Disclaimer

Our website offers general information aimed to guide and inform. Remember, browsing doesn’t equal professional advice or create a client relationship—that comes with a formal agreement. Email us with care; it’s not the most secure channel. Our content? It's protected. By staying here, you’re okay with these terms. Ready for more insights? Dive deeper with us.

Business Development

If you are just getting started and unsure of what to do, our organizational development package is just what you need to get started. We will create a personalized operating agreement and register your company with the state.

Trust and LLC Formation

At Stratford Financial Solutions Inc., we offer professional Trust and LLC Formation services to help protect your assets and structure your business effectively. We provide customized trust solutions, including revocable, irrevocable, generation-skipping, and business trusts, tailored to your personal or business needs. Our LLC services include state filings, operating agreements, and ongoing support to ensure your business is structured with legal protection and tax efficiency. Contact us today to get started!

Contact

Texas Offices 414 E. Loop 281, Longview, TX 75605 Missouri Offices 5377 Hwy N, Ste. 511, Cottleville, MO 63304 Mississippi Offices 4780 I-55 N, Ste. 100-1161, Jackson, MS 39211 Kansas Offices 5008 State Ave, Kansas City, KS 66102 Florida Offices 7615 Sunshine Bridge Ave., Gibsonton, FL 33534

F.A.Q.

Stratford Tax & Wealth Group specializes in a comprehensive array of tax and financial planning services tailored to meet the needs of individuals and businesses alike. Our offerings include:

Tax Return Preparation: Expert assistance in preparing and filing both federal and state tax returns, ensuring accuracy and compliance with the latest tax laws.

IRS Issue Resolution: Dedicated support in resolving various IRS issues, providing you with peace of mind and clarity on complex tax matters.

Tax Planning Strategies: Proactive tax planning tools and strategies designed to optimize your financial situation and reduce your tax liability over time.

Tax Advice and Consultation: Access to knowledgeable tax professionals for personalized tax advice and guidance tailored to your unique circumstances.

Tax Data Importation Tools: Innovative tools to seamlessly import and organize your tax-related data, simplifying the tax preparation process.

Deduction and Credit Optimization: Assistance in identifying and calculating eligible deductions and credits to ensure you maximize your tax refund potential.

Business Tax Filing Solutions: Specialized tax filing services catering to various business structures, including Partnerships, C Corporations, S Corporations, and Sole Proprietorships, aimed at fostering business growth and compliance.

Estate Planning Services: Comprehensive estate planning, including the preparation of wills and trusts, to secure your legacy and ensure the efficient transfer of your assets according to your wishes.

Our mission is to provide reliable, tailored tax and wealth management solutions that empower our clients to achieve their financial goals. Whether you're an individual seeking to maximize your tax return or a business in need of strategic tax planning, Stratford Tax & Wealth Group is here to guide you every step of the way.

Eligibility for filing a federal tax return encompasses a range of income types and credits. Individuals with the following may need to file:

  • W-2 income from employment
  • Income from unemployment benefits
  • Retirement income, including pensions and distributions from retirement accounts
  • Those who are eligible for the Earned Income Tax Credit (EITC)
  • Recipients of the Child Tax Credit
  •  Individuals who qualify for the Stimulus Credit
Additionally, dependents, current students, and those with deductible student loan interest also typically qualify. This list is not exhaustive, and other factors may influence your need to file. Please consult with one of our tax professionals to determine your specific filing requirements.


The eCPR© (Comprehensive Preparation Retainer) Program, paired with our Tax Advisory and Preparation Services (TAPS©), delivers a holistic approach to tax management. This integrated solution provides strategic planning, meticulous preparation, and expert advisory, all aimed at simplifying tax complexities for individuals and businesses alike. Our monthly retainer model offers a predictable cost structure and ensures continuous access to tax professionals dedicated to optimizing your financial health. With eCPR© and TAPS©, you gain proactive, strategic tax guidance designed to maximize opportunities and secure financial peace of mind.
Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!"

The tax filing options depend on your individual or business financial situation, including factors like income sources, deductions, credits, and legal structure for businesses. A tax preparer can offer personalized guidance to identify the most advantageous filing status, whether it's standard deduction, itemizing deductions, or exploring specific credits and incentives relevant to your case.



Consulting with a professional tax preparer ensures you receive unbiased, expert advice tailored to your financial situation. Tax preparers are well-versed in the latest tax laws and regulations and are committed to helping you navigate your tax obligations effectively.
Banks and financial institutions look for clear evidence of a business's viability and financial health before extending credit or loans. A strong business plan outlines your business strategy, market analysis, and financial projections, demonstrating your company's potential for success. Organized financial records provide a transparent view of your business's financial history and current standing, instilling confidence in lenders about your business's management and stability.
Tax preparers can assist in more than just filing taxes; they can offer strategic advice on financial planning and tax optimization to support your business growth. By ensuring your tax affairs are in order and advising on financial best practices, a tax preparer can help you strengthen your business plan and maintain organized records, making your business more appealing to banks, investors, and other stakeholders.
When preparing for a business loan or planning an expansion, consider your business's financial stability, credit history, and growth potential. Ensure your financial records are comprehensive and up-to-date, your tax filings are accurate, and your business plan is robust and reflective of your growth strategy. Consulting a tax preparer can provide valuable insights into optimizing your financial and tax positions to support your business objectives.


If you've received an audit or collections notice, here's a brief guide on how to proceed:

For an Audit Notification:

1. Review the Notice: Understand what tax year and specific items are being audited. The notice should outline what documentation you need to provide.

2. Organize Documentation: Collect all relevant records such as receipts, bank statements, previous tax returns, and any other pertinent information related to the audit.

3. Respond Promptly: Do not ignore the notice. Timely response is crucial to avoid further penalties.

4. Seek Professional Assistance: Consider consulting with a tax professional, like a CPA or a tax attorney, who can provide guidance and represent you in the audit process.

For a Collections Notice:

1. Understand the Details: Determine what tax debt is owed, for which tax period, and any penalties or interest assessed.

2. Evaluate Payment Options: Look into payment plans or settlement options if you're unable to pay the full amount immediately.

3. Respond Appropriately: Contact the issuing authority to discuss your options. Ignoring the notice can lead to more severe consequences.

4. Consult with a Tax Advisor: A tax professional can help you navigate the collections process, potentially negotiate terms, and ensure that your rights are protected.

Taking immediate and informed action can help mitigate the impact of these notices and lead to a more favorable resolution.

CONSULTATION, PRODUCTS & SERVICES

We understand that hard times happen, and no person should be denied access to legal, financial, or tax services because of their social or economic status. That’s why we offer clients the ability to enter into payment arrangements through a straightforward promissory note agreement. The terms are simple, fair, and designed to ensure your promise with us is secure while making essential services accessible. We are upfront about our pricing—because quality has a cost. And as the old truth goes: "you can have it fast, cheap, or good—pick two." If you want it fast and cheap, it won’t be good. If you want it fast and good, it won’t be cheap. And if you want it good and cheap, it won’t be fast. We do it right. We do it with integrity. That means we don’t cut corners, we don’t rush what shouldn’t be rushed, and we don’t sell you shortcuts disguised as solutions. Our firm offers a formal accrual accounting course titled "The Art of Ledger Management & Governance", which equips individuals with foundational principles and advanced insights into proper accounting systems. We also provide a live instructional course on Bills of Exchange titled "BOE’s Live Class". Enrollment includes a complete copy of our proprietary BOE textbook—carefully written and compiled to ensure that you are educated, prepared, and successful in applying this knowledge with clarity and intelligence. Beyond education, we provide individualized consultation, financial and tax services, estate planning, and COPE (Charging Order Protection Entity) planning designed to protect your long-term interests and financial structure. Our full fee schedule is provided herein. Contact us and discover how we can serve your needs with precision and professionalism. For legal matters and other consultations, please visit Kristin over at our sister site, linked above on this page at www.stratfordlapeerconsulting.org.Read More

  • Category: Business
  • Service Duration: 01:00 Hours
  • Location:Zoom Link
  • Price:$150 - $2500
 

MASTERING DOUBLE-ENTRY BOOKKEEPING & BILLS OF EXCHANGE: ART OF LEDGER MANAGEMENT & GOVERNANCE

The lessons are roughly no more than 1 1/2 hours. Calls are held on Sundays at 2PM CST. Be curious and bring questions. We have already seen successes with the first class, and we look forward to building on that progress with you.

Course Content

The Course includes

3 Sections

0 Lessons

$800 
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Team

Vericka Naylor

President / CEO

Mark Kay

Vice President / CFO, Chief Legal Officer

Kristin Kay

Secretary, COO, CMO, and Senior Legal Consultant

Sean Frank

Chief Informations Officer

Brandi Williams

Paralegal / Legal Assistant

Ashleigh Carrington

Paralegal / Legal Assistant