Contact Us

Step 1: Schedule a Consultation

Meet with us to discuss your financial situation and uncover hidden tax-saving opportunities.

Step 2: We Prepare Your Customized Tax Solution

We create a tailored tax strategy designed to legally minimize your tax burden and maximize savings.

Step 3: Start Saving Immediately

Implement your personalized plan and begin keeping more of your money—right away.

David C.

Maria R.

Personalized Tax Strategies – Custom-tailored tax plans designed to fit your unique financial situation

Year-Round Tax Planning – We don’t just show up at tax time—we work with you all year to optimize your savings.

Proactive IRS Compliance – Ensure you're always in full compliance while legally minimizing your tax burden.

Advanced Tax Forecasting – No surprises—know what you owe ahead of time with strategic tax projections.

Business & High-Net-Worth Tax Solutions – Specialized strategies for business owners and high-net-worth individuals.

Legal Tax Reduction Strategies – Leveraging the Internal Revenue Code to help you keep more of what you earn.

Your Personal Tax Consultant – No middlemen—you get one-on-one access to a tax expert who puts your needs first.

Comprehensive Investment & Insurance Planning –

Tax-advantaged strategies to grow and protect your wealth.

Audit Protection & Support  – Guidance and representation in case of IRS audits or inquiries.

Proven Track Record – With over $100 million in legally optimized tax savings, we deliver real results.

14407 SW 2nd PlaceSuite F1

Newberry, FL 32669

shey@sterlingwyatt.com

352-676-7439