Jarrod has processed our taxes for several years now. He is efficient, thorough, and expedient. Jarrod keeps me informed throughout the year about changes to the tax structure, and recommends changes if applicable.
Galleon Ocean Penthouse w Loft Conch Property M.
Jarrod Barton of Strategic Tax has prepared my taxes for many years. I trust him implicitly as a competent and certified tax advisor.
This company has taken care of my taxes for years and I have never experienced any problems whatsoever. They are always there to lend their time and knowledge whenever you have a question. The company is conveniently located in Media, Pennsylvania.
We have a great working relationship with Jarrod. He covers all our tax needs. He also gives good advice.
J a r r o d at strategic tax and advisory services, has been so helpful. He is competent and extremely thorough. I am glad I found him
I have always been very happy with the service's I receive from Strategic Tax and Advisory Services. Jarrod is always very friendly and helpful; He is very knowledgeable on all the tax codes and has a vast knowledge of what he can do to help complete the best tax returns for your situation. I would highly recommend him to anyone.
F Pat Egan
We have been using this service for over 8 years now and everything has been exceptional (the results). Will continue to use them even though we live in South Carolina.
Excellent experience! Very professional.
They are very organized and on top of things. In addition to doing a thorough job on this year's filing, they had good ideas about planning for my future IRA distributions, Roth conversions, etc. They are always available, and they answer every question. Highly recommended.
Jarrod has been helping file my taxes for four years now,, and just as every other year, in 2026 he provided me with exceptional service, executed efficiently and with no nonsense professionalism.
I am so glad I found Strategic Tax & Advisory Services. I have been going to Jarod for a number of years now & he is always friendly, helpful & honest about my taxes. Any questions I may have any other time of the year, he is always willing to answer & take time for me.
Thanks Jarrod and David for my tax preparation. As always it was a fast in and out.
Awesome experience! Jarrod is a professional who explains each step of the process.
Jarrod is very thorough and is always up on the latest tax laws, Makes doing the taxes and appointments very accomadating.
Appointments are always on time and taxes and other $ services are provided efficiently and timely.
I have been doing my taxes with Jarrod for 10 years now and have always been happy with the results.
This was my first year working with STA and David. It could not have gone better. They are thorough, personable, and priced much less than the previous group I used. They have a new customer with me. I highly recommend them!
The team at Strategic Tax is professional, know what they are doing, and provide outstanding customer service. Jarrod are Dave are fantastic! They handled our Tax return promptly and also explained why they are doing what they were doing. I cannot recommend them enough!!! Thank you so much!
Consistant exceptional service, integrity and honesty. I have had my taxes prepared by Jarrod for many years. I higly recommend this company.
Jarod does an excellent job… very thorough!! Highly recommend!!
Jarrod has been doing our taxes for yrs. He's personable and professional. We recently moved over 3 hrs away, but we are going to continue to use his services.
I cannot recommend Jarrod and team more! Not only was it easy, fast, accurate, and a pleasant experience (yes, for taxes!), Jarrod did an excellent job ensuring we had everything we needed to get the most accurate return possible. Thank you!
JARROD HAS BEEN VERY KNOWLEDGEABLE, VERY EASY TO SPEAK WITH. TAKES HIS TIME WITH US AT EACH ENCOUNTER.
I HAVE REFERRED MANY PEOPLE TO HIM, AND WILL CONTINUE TO.
Jarrod has been doing our taxes and my elderly parents taxes for years. He's efficient, friendly and especially kind to have done my elderly mom's taxes this year without charge after my dad's recent passing. He is quite the writer, delivering witty, financial email newsletters. I would recommend Strategic Tax Advisors!!!
Jarrod goes the extra steps to do a complete and thorough job. He is true to his word and that is rare in this day and age.
Jarrod and team were extremely knowledgeable and responsive. I highly recommend their services.
Jarrod has been doing my taxes and handling my financial deals for years now and I have been totally satisfied with him. Jarrod is very friendly and knowledgeable!
The best. Jarrod takes the stress out of taxes. Worth every penny!
Jarrod is very knowledgeable and thorough. I used an online tax service for many years which was less expensive, but time-consuming and aggravating. Using Jarrod is well worth the money. Highly recommend.
Exceptional service, pricing and very honest. I used to waste time, effort and $$$ with the "X&X Square" tax people until I discovered Jarrod. He's been preparing my taxes (error-free) for more than ten (10) years and I highly recommend him.
Have used this company for my taxes for years so when I moved out of state I was concerned. Easy Peasy! I send all the info to Jarrod and he gets it done in a timely and efficient manner. Most importantly, I totally trust him.
very professional but also helpful and friendly
Jarod always does a great job.
Excellent experience! Thank you very much for making this process so seamless and efficient!
I had spent time with Jarrod a few years ago to go over my retirement strategy and finances. He was so very helpful and patient with me. I learned so much! I would absolutely use his services again in the future and have recommended him to a few people,
And I do appreciate his emails.
Thank You!
We feel our tax returns are in good hands with Jarrod. He is a competent professional.
I just started my business near by and it was nice to have a tax service near me. Jerrod made things quick, easy and simplified. It's nice to have an accountant near me I can trust. Thanks again!
Great guy! Did his best to help me out. Will be sending many people your way!
Working with Jarrod as an accountant was a great experience I would recommend him to my friends. He’s great at explaining tax law and he’s easy to talk to. 👍
Response from the owner:Thanks Recardo..... we love our Media folks
I am very pleased with Strategic Tax & Advisory Services. It is conveniently located about 10 minutes from my home in Brookhaven, PA. Jarrod is knowledgeable, quick and personable. I highly recommend him to anyone who is looking for a reputable tax professional. Five Stars!
Incredible experience working with Jarrod. It's hard to find a great accountant and financial advisor all in one especially when already trying to grow a small business. I'm glad I found Jarrod and I hope others see this so they can also benefit from all his services which will ultimately end the wasteful time spent finding a trusted guy year after year. Jarrod is extremely knowledgeable and very responsive year long when I need to call him for consult/advise not just during tax season. Thanks Jarrod!!!
I drove out to see Jarrod this afternoon, I'm from Prospect Park, PA but the drive was worth it! Highly recommend using Jarrod! took about 30 minutes to file my taxes and was super helpful!
Never had to wait for a response or answers to questions. Trustworthy.You won't regret the help, guidance, and knowledge.
Tax Preparation Service
Proactive Planning
If you prepare and plan your taxes effectively, if could help you decrease your tax liability. We can help you manage your business and personal taxes. It does not have to be done behind closed doors with you knowing nothing about what is going on. We enjoy helping our clients understand the opportunities that are involved in your tax status. Not all tax strategies are obvious. By having a team by your side, we can customize, prepare and plan so you can benefit from all the opportunities that are available to you that you most likely are not taking advantage of. We are very knowledgeable of all the tax rules, news, legislation and all aspects of tax planning that could directly affect your business or even your personal taxes. Come meet with us so we can develop a plan for you have less tax liabilities.
Below are 4 strategies of how we explain the tax code:
This is not the final four it’s the ONLY four. There are three primary colors, but endless works of art and colors. There are seven notes and endless songs from musical scores for movies, to rap, to pop etc. In reverse, there are 70,000+ pages of the tax code, but they all boil down to four basic strategies, so let me show you the foundation of the art and music we make with the tax code…
SHIFTING
Shifting is the act of moving the flow of money from an entity or person to a different entity or person in an effort to reduce the tax paid by an entity or person. The most audited and most used business entity is the sole proprietor, and it’s the default filing position of the LLC. So it is the most “chosen” entity (not choosing is choosing the sole prop.) SHIFTING to a less audited and lower taxed entity is not shifty it’s smart. This is the most basic form of shifting, but there are many more.
TIMING
You can’t time the market, but you can time the tax code. This was BIG news when the “fiscal cliff” was upon us, people were moving heaven and assets to avoid the massive tax changes. Most wasted time and money (but some hit home runs). This was not a one-time event, we still have the IRA and 401k! Yep, these are timing strategies. Think of money in three buckets, eggs or circles, basically three taxable events. A. Earnings B. Growth C. Distribution. You can’t skip taxes on all three but with timing you can choose to skip/time taxes on 2 out of 3. But be careful, you can choose to avoid 2 out of 3, but end up paying at the highest tax bracket.
CODE
This is not a secret code this is a written published code. It’s the Internal Revenue Code (IRC), it has the ancillary benefit of being the cure to insomnia, but for our discussion we will discuss the tax benefit. It allows us to take a tax write off for our swimming pool, we can rent our house to ourselves, we get a MUCH better write off for leasing a car and no write off for buying a car. None of it is logical, all of it is written painstakingly in to the Internal Revenue Code. So follow the code and save thousands of dollars, ignore it and waste thousands of dollars. The code is defaulted to the IRS so ignoring it automatically sends a staggering amount of YOUR money to a staggering amount of government waste. Choose life! A life of wealth and happiness…..or at least a life of less taxes. Follow the CODE!
PRODUCT
Most products fit into the above three, but it deserves its own place in the pantheon of tax planning because it has something none of the other strategies have; government lobbyist’s.
Allow me to illustrate, imagine that a bunch of Senators decide that the ROTH IRA is a bastion of evil wealthy people because it’s an election year (you know it could happen), so they change all the rules and now the shifting/timing/code strategy is rendered, with a stoke of the pen, inert. Your strategy was ruined; because it was an election year, senators don’t read bills and evil wealthy people don’t have a lobbying group. Now imagine that the populous senators decide that insurance was a bastion of ill-gotten wealth for the same evil rich people. I can assure you the insurance industry would rise up and prove with their vast wealth that insurance was a product of the working man and the senators would back down.
THIS is the difference between following the letter of the CURRENT law and following law that has protected products for decades
FIND OUT ABOUT DEVELOPING YOUR TAX BLUEPRINT!
CALL 610-285-9883 OR CONTACT US TO START YOUR PLAN TODAY!
GET IN TOUCH WITH US
