Tax Services
Tax Filing
Accurate, timely tax return preparation for individuals, businesses, and trusts — with CPA-level review and peace of mind.
View Details & Pricing →Strategic Wealth Consultants, Inc.
Your Partner in
Building a
Lasting Financial Legacy.
Personalized financial guidance designed to bring clarity, confidence, and purpose to your next move.
Tax
•
Business Consulting
•
SBA Preparation
•
Compliance
Tax Services
Preparation, amendments, resolution, and support
Business Consulting
Strategic guidance for clearer financial decisions
SBA Preparation
Lender-ready financial package preparation
Compliance
Registered agent and nonprofit setup support
Notary Services
Professional document notarization support
Who We Are
Deliberate. Dedicated.
Distinguished.
At Strategic Wealth Consultants, Inc., we believe that building a lasting financial legacy is a deliberate journey, not a single event. Founded with a singular purpose — to serve as your trusted partner through the complexities of wealth management.
Your financial success is our primary goal, and we measure our success by the confidence and security you feel in your financial future.
Trusted Wealth
Advisory Partner
Advisory Partner
Our Expertise
Comprehensive Financial Services
Click any service to learn more and book a consultation.
Tax Services
Amendments
Filed an incorrect return? We review, correct, and refile with precision — minimizing additional liability or penalties.
View Details & Pricing →Tax Services
Tax Resolution
Facing IRS issues or tax debt? We advocate on your behalf — negotiating settlements and resolving disputes.
View Details & Pricing →Tax Services
Tax Support
Official CPA letters and documentation for mortgage applications, lenders, legal proceedings, and financial verification.
View Details & Pricing →SBA Services
SBA Financial Preparation
We compile the complete financial package lenders need to approve your Small Business Administration funding request.
View Details & Pricing →Consultation
Strategic Consultation
One-on-one expert sessions delivering actionable, personalized financial guidance — by the hour.
View Details & Pricing →Business & Compliance
501(c)(3) & Compliance
Registered agent services and full nonprofit setup — so your organization launches on solid legal ground.
View Details & Pricing →Notary Services
Notarization
Fast, professional notarization for legal, financial, and personal documents requiring official authentication.
View Details & Pricing →A Simple Process
How It Works
1
Book a Consultation
Choose a convenient time and tell us what you need help navigating.
2
We Review Your Situation
We assess your priorities, documentation, and next steps with clarity.
3
Receive a Strategy
Move forward with a practical plan and professional support for the next step.
Business Funding Readiness
Prepare With Confidence
Prepare Your Business for the Funding It Deserves.
Strategic Wealth Consultants helps business owners organize financial documents, strengthen funding readiness, and prepare lender-ready packages for SBA and other business financing opportunities.
Funding Readiness
Funding Starts With Preparation.
Before applying for financing, your financials and business records need to tell a clear, credible story. We help you prepare the information lenders typically need so you can approach the process with greater confidence.
01
Organize Financial Documents
Bring statements, returns, and supporting records into a clear lender-ready package.
02
Review Funding Readiness
Identify gaps, documentation needs, and areas that may need clarification before submission.
03
Prepare the Application Package
Present your information in a more structured, professional way for SBA and business financing opportunities.
Why Strategic Wealth
Guidance Built Around Your Goals.
01
Personalized Guidance
Services are approached around your specific financial, tax, business, or organizational needs.
02
Clear, Practical Process
We make complex financial and administrative requirements easier to understand and navigate.
03
Long-Term Perspective
Our focus is not only the immediate task, but helping you make stronger decisions for what comes next.
Begin Your Journey
Your Financial Legacy
Starts Here.
Partner with Strategic Wealth Consultants and gain the clarity, strategy, and expert guidance to build the future you deserve.
Who We Serve
Guidance for Every Stage of Your Financial Journey.
We support individuals, business owners, trusts, and nonprofits with practical financial guidance tailored to different goals and responsibilities.
Individuals
Personalized support for tax preparation, strategic questions, and clearer financial decision-making.
Small Business Owners
Support for tax, compliance, consultations, and funding readiness as your business grows.
Trusts
Tax and financial support designed to help manage documentation and long-term responsibilities with care.
Nonprofits
Guidance for 501(c)(3) setup, registered agent services, and organizational compliance support.
Client Feedback
Trusted by Clients. Proven by Experience.
★★★★★
“
The process felt clear and organized from start to finish. Communication was professional, and the guidance helped make a complicated situation easier to understand.
★★★★★
“
Very responsive and easy to work with. The explanations were straightforward, and I appreciated having a clearer idea of what needed to happen next.
★★★★★
“
Professional, patient, and detail-oriented. The support made the process feel much less overwhelming and gave me more confidence moving forward.
Frequently Asked Questions
Answers to Common Questions.
Quick answers to help visitors understand the process before booking.
Starting with a consultation can help clarify your goals, documents, and the service that best fits your situation.
Yes. Strategic Wealth Consultants supports individuals, businesses, trusts, and nonprofit organizations across several service areas.
Yes. SBA financial preparation is one of the services offered, including organization of lender-ready financial documentation.
Consultations are scheduled in advance. Use the booking link to select an available appointment time.
Bring or prepare any documents related to the issue you want to discuss, such as prior tax filings, notices, business records, or financial statements.
Refer a Client
Know Someone Who Could Benefit?
If you know an individual, business owner, trust, or nonprofit that may benefit from Strategic Wealth Consultants, you can send them through the referral intake form.
Get In Touch
Let’s Build Your Future Together.
Have a question about tax services, business compliance, SBA preparation, or strategic consulting? Start with a consultation and we’ll help you identify the next step.
Phone
(346) 525-7011
(346) 525-7011
Consultations
Available by scheduled appointment
Available by scheduled appointment