WELCOME TO

STRATEGIQ
TAX AND BUSINESS

Experience | Passion | Integrity | Trust

OUR SERVICES

From tax planning to tax return preparation to dealing with your tax problems...we have all of your tax needs covered.

INCOME TAX PREPARATION

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The preparation of an income tax return can generate many questions. Today's tax laws are so complicated that preparing even a relatively simple return results in confusion. Deductions and credits to which you are entitled may be overlooked. Even when using a computer software program, there's no substitute for the assistance of an experienced accounting or tax professional. This is where StrategIQ Tax and Business Services, LLC comes into play.
  • Our computer software checks and our tax preparers recheck our clients' tax return by identifying potential problems the IRS may look at more closely and reviewing the math to minimize IRS contacts.
  • We file our client’s tax return electronically, expediting the receipt of any refunds.
  • Our professionals advise our clients how to adjust their payroll withholding to be in compliance with government requirements, taking account of client preferences (some clients like to receive a refund, others prefer to make a payment and still others opt for a middle-position that strives to minimize a refund or payment.
  • We show our clients' potential deductions or credits and advise them on how to document the same, to limit their tax liability for next year.
We are able to help those of our clients that own a small business and need assistance with their bookkeeping. Our team will prepare for such clients the bookkeeping for the applicable year, prepare a full Schedule C, or separate business tax return, if required, as well as our client's personal income tax return. Sometimes, after conducting the first year of bookkeeping for certain clients, we assist them to set up an efficient system that allows them to keep orderly books in the following years, thus minimizing our future bookkeeping involvement and generating adequate records for any potential review by the tax authorities.

TAX PLANNING

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The key to a reduction of tax liability that is successful and legal is tax planning. We don’t focus exclusively on tax compliance with respect to what already has occurred, but also focus on forward-looking proactive tax saving strategies to allow our clients to maximize their after-tax income.

We are a team of experienced and diligent professionals that continuously augments its command of the current tax law, understanding of tax code complexities and knowledge of new tax regulations through continued learning, be it reading relevant accounting or tax periodicals or attending accounting or tax seminars.

With our efforts throughout the year to minimize our clients’ taxes, most of our clients pay the lowest amount of taxes relative to their personal situations.
  • grow and preserve assets by keeping the IRS or US Treasury out of our clients' pockets;
  • defer income, if possible, so our clients are able to keep more of their money now and pay less taxes later;
  • minimize taxes on the income earned by our clients so they keep more of what they make;
  • lessen taxes on the estate of our clients so more passes on to their family;
  • reduce taxes on the gifts of our clients so that they are able to give more;
  • reduce taxes on the investments of our clients so they can grow their wealth faster; or
  • assess clients’ retirement needs and distributions so they enjoy the fruits of their labor.

Remember, we work for our clients, not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

TAX PROBLEMS

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StrategIQ Tax and Business Services, LLC is able to help resolve tax disputes and strives to put an end to the despair that the IRS can put one through. We are efficient, affordable and discrete. Often, if not promptly and accurately addressed, IRS problems get continuously worse, with penalties and interest being added each day.

Tax disputes are very serious problems. The IRS may not be fast, but it is relentless in collecting all the money that it is owed. Once the IRS collection process starts, time is of the essence.

Here are IRS problems that appear from time to time (and we help clients with directly, sometimes in conjunction with other professionals or sometimes outsource to third parties).
  • IRS Audit: We assist individuals and businesses that receive an IRS audit notification.
  • Back Taxes: We assist individuals and businesses that owe for prior years.
  • Non-Filed Returns: We assist individuals and businesses that have not filed their tax returns on a timely basis.
  • Payroll: We assist individuals and businesses that have payroll tax problems.
  • Levies: We assist individuals and businesses that have been threatened by the IRS with a seizure of funds from their bank account or who have been subject to such a seizure.
  • Wage Garnishments: We assist individuals and businesses that receive a notice from the IRS about an impending seizure of their paycheck, 401(k) or other retirement accounts.
  • Liens: We assist individuals whose home has been the subject of an IRS tax lien.
  • Seizures: We assist individuals and businesses that have been notified by the IRS of a potential seizure of their personal property.
    • IRS Audit: We assist individuals and businesses that receive an IRS audit notification.
    • Back Taxes: We assist individuals and businesses that owe for prior years.
    • Non-Filed Returns: We assist individuals and businesses that have not filed their tax returns on a timely basis.
    • Payroll: We assist individuals and businesses that have payroll tax problems.
    • Levies: We assist individuals and businesses that have been threatened by the IRS with a seizure of funds from their bank account or who have been subject to such a seizure.
    • Wage Garnishments: We assist individuals and businesses that receive a notice from the IRS about an impending seizure of their paycheck, 401(k) or other retirement accounts.
    • Liens: We assist individuals whose home has been the subject of an IRS tax lien.
    • Seizures: We assist individuals and businesses that have been notified by the IRS of a potential seizure of their personal property.

    OUR TEAM

    Deborah Sarkey
    Deborah M. Sarkey, CPA, MST

    President
    email: dmsarkey@StrategIQtaxbus.com
    phone: 219.736.8902 ext. 222
    101 E. 90th Dr., Merrillville, IN 46410

    Markus Sleuwen
    Markus R.F. Sleuwen (Guerrero), JD

    Vice President, Business Services
    email: msleuwen@StrategIQtaxbus.com
    phone: 219.736.8902 ext. 220
    101 E. 90th Dr., Merrillville, IN 46410

    Cynthia E. Christoph

    Accountant
    email: cechristoph@StrategIQtaxbus.com
    phone: 219.736.8902 ext. 218
    101 E. 90th Dr., Merrillville, IN 46410