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Strategic Tax Accountants

Evidence Score 74/100 at 89% evidence coverage 1 of 10 on the Jacksonville area list How the score works

What we could verify

Registered business?
Registration found: Florida Division of Corporations, status Active (Sunbiz quarterly file of 2026-10-07), formed 2019
CPA license or firm permit?
Not verified (searched the state board)
Publishes prices?
Publishes prices
Local or remote?
Not stated on its website
Software?
Xero, FreshBooks, QuickBooks

Who they say they serve: real estate (self-reported, from the firm's own website)

3 of 5 answered from a dated source.

Documents 5 of 5 core services; IRS preparer record found for a named person; publishes prices; registered entity verified.

Score breakdown

Documented services + buyer fit37 of 40 pts, 40 checked
Independently verifiable qualifications6 of 20 pts, 14 checked
Operational + pricing transparency18 of 25 pts, 22 checked
Verified identity + continuity13 of 15 pts, 13 checked

Dark bar: points earned. Grey bar: the weight we could check.

Evidence

Unless a row says otherwise, the source is the named page of Strategic Tax Accountants's own website (self-reported), read Sep 26, 2026.
ClaimWhat the source showsSourcePoints
Business name Strategic Tax Accountants home page
Website https://www.strategictaxaccountant.com/ home page
Office locality Jacksonville, FL home page
Phone +19802159888 home page
Offers bookkeeping Documented: ...you're at home or on the go, you'll always have access to your tax portal! ​ Learn More Bookkeeping We help you get your books up-to-date and ready for taxes, loan approvals, or... home page
Monthly bookkeeping Documented: ...& resolution Lower My Taxes Bookkeeping & Accounting Clean books + clear decisions Monthly bookkeeping & reconciliations Payroll & compliance support Clean books for loans &... home page 8 pts (max 8)
Catch-up / cleanup Documented: ...Add Ons Sales Tax Filing $50/month Est. Tax Filing $40/month Data Analytics $80/month Behind on Your Books? No need to worry! Back bookkeeping services help to get you fully... /bookkeeping 5 pts (max 5)
AP / AR Documented: ...Real Estate Learn More Business Learn More Advisory Learn More Account Reconciliations Accounts Payable/Receivable Bookkeeping Budgeting and Forecasting Business Start-up... /services 4 pts (max 4)
Payroll coordination Documented: ...& Accounting Clean books + clear decisions Monthly bookkeeping & reconciliations Payroll & compliance support Clean books for loans & investors Get Clean Books Real Estate... home page 4 pts (max 4)
Month-end close + reporting Documented: ...Transaction Volume (per account): <75 Bank Account & Credit Car Reconciliation <1​ Financial Statements Monthly Reconciliation Frequency Monthly​ Additional Accounts $150 each... /bookkeeping 6 pts (max 6)
Industries served (documented) real estate home page 5 pts (max 5)
Software supported Xero, FreshBooks, QuickBooks home page 5 pts (max 5)
Bookkeeping designation (AIPB/NACPB) or IRS preparer record IRS preparer record for Wadelene Charles · Enrolled Agent (on the IRS record) · business name on the record: Strategic Tax Accountants IRS preparer records
Third-party
Nov 10, 2026
6 pts (max 6)
Pricing approach published Publishes prices: "$250/month" /bookkeeping 6 pts (max 6)
What is included / excluded Documented: ...making things simpler for you. Taxes Made Easy Book a Consultation Our Tax Services Include: Entity Selection & Structure S-Corp​ C-Corp LLC Estate Tax & Planning Income Tax... /taxservices 5 pts (max 5)
Onboarding described Documented: ...Reporting Complete Tax Services Advisory Features Get Started as Easy as 1,2,3! How it works DAILY 01 Schedule a Consultation Contact us to set up a consultation and discuss your... /accounting-advisory 4 pts (max 4)
Communication channel / process Documented: With our secure client tax portal, you can upload, sign, and view your documents all in one place! home page
Oct 10, 2026
3 pts (max 3)
Entity found in the state business registry Business registration found: STRATEGIC TAX ACCOUNTANTS LLC · FL document no. L19000160776 · Florida Division of Corporations · Active (Sunbiz quarterly file of 2026-10-07) State business registry
Third-party
Nov 10, 2026
6 pts (max 6)
Operating 1+ year (registry formation date) Formed 2019-04-22 (file date of the formation filing of a Florida-formed entity) State business registry
Third-party
Sep 26, 2026
5 pts (max 5)
Privacy / data-handling page Documented: Privacy Policy /privacypolicy 2 pts (max 2)

Checked and not found

  • Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Local / remote model stated (0 pts, max 3); Reporting cadence stated (0 pts, max 4).
  • Not verified. Searched Florida DBPR Board of Accountancy licensee file for CPA firm records named 'Strategic Tax Accountants' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).

Searches that find nothing are not a mark against a firm. How we search.

Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Named contact / team (0 pts, max 3); Working contact route verified (0 pts, max 2).

Check it yourself on the state's own records: Florida Board of Accountancy license search and business registry search.

  • Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-08-14) lists Wadelene Charles under the business name 'Strategic Tax Accountants' in Jacksonville, FL. The record lists: Enrolled Agent. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
  • Entity found in the state business registry: Business registration found: Florida Division of Corporations (Sunbiz) corporate data file lists STRATEGIC TAX ACCOUNTANTS LLC (FL document no. L19000160776), status Active (Sunbiz quarterly file of 2026-07-10), checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
  • Operating 1+ year (registry formation date): The registry records 2019-04-22 as the file date of the formation filing of a Florida-formed entity.

Data limitations

  • 19 of 23 evidenced items come from Strategic Tax Accountants's own website and are labelled self-reported.
  • No ratings or review counts are published here. Why.

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