The Tax Strategist CPA™ — Strategic Tax Planning & Advisory
Jacksonville, FL · (904) 464-8111 · taxstrategist.cpa
About the Firm
The Tax Strategist CPA™ is led by Keith L. Jones, CPA, a licensed Florida CPA and former Florida Department of Revenue Senior Tax Specialist. Before entering private practice, Keith spent seven years inside the FDOR — beginning in collections, advancing through audit roles, and serving in the Audit Assistance Section. That experience provided direct exposure to how tax agencies evaluate risk, issue assessments, enforce collections, and review disputes. Today, that perspective informs both proactive planning and controversy representation.
Our work sits at the intersection of strategic tax planning and real-world tax defense. We help clients create compliant, defensible strategies built around structure, timing, documentation, and long-term decision-making. And when issues are already on the table, we represent clients in serious IRS and Florida tax matters involving audits, notices, collections actions, appeals, and sales tax disputes.
We are not a commodity tax preparation firm. Tax returns matter, but compliance alone is not the value driver. The real value comes from informed planning, disciplined execution, and advice that holds up under scrutiny.
Who We Serve
Clients come to us when complexity is increasing, risk is rising, or the cost of poor tax decisions is too high. That includes:
- Business Owners & S-Corp Operators — Entity optimization, compensation strategy, year-round tax planning
- Real Estate Investors — Cost segregation, 1031 exchanges, REPS qualification, passive activity optimization
- High-Income Professionals — Physicians, attorneys, executives, and consultants needing coordinated tax strategy
- Entrepreneurs & Consultants — Entity selection, estimated tax planning, transition from sole proprietor to strategic entity
- Growing Companies — Multi-entity coordination, state tax compliance, nexus analysis
Services
- Tax Strategy & Planning — Year-round proactive tax reduction strategies
- S-Corp Advisory — S-Corp election timing, reasonable compensation, payroll tax savings
- Business Entity Structuring — LLC, S-Corp, multi-entity arrangements
- Real Estate Tax Strategy — Cost segregation, 1031 exchanges, REPS, passive activity rules
- Tax Resolution & IRS Representation — Audits, collections, liens, levies, offers in compromise ($50M+ resolved)
- Florida Sales Tax — FL DOR compliance, audits, voluntary disclosure
- Tax Preparation — Individual, business entity, rental property, and expat returns
Credentials
- Licensed Florida CPA (AC0028367)
- Former FL DOR Senior Tax Specialist (Dec 1989 – Mar 1997)
- 30+ years of tax advisory experience
- 500+ clients served
- $50M+ in tax liabilities resolved
- TaxCure.com Top Pick — Florida's Best Tax Relief 2026
- Offices in Jacksonville, Daytona Beach, and Destin
Key Topics
Business Advisory
Real Estate
Frequently Asked Questions
- How much does a strategy session cost?
- The initial 30-minute strategy session is complimentary. We assess the situation, identify opportunities, and recommend next steps with no obligation.
- Do you work with clients outside Florida?
- Yes. While we specialize in Florida tax law, we serve business owners and investors nationwide for federal tax strategy, entity planning, and IRS representation.
- What size business do you typically work with?
- Most clients are business owners generating $250K–$5M+ in revenue.
- What's the difference between tax preparation and tax strategy?
- Tax preparation reports what already happened. Tax strategy designs what should happen — entity elections, timing of income and deductions, compensation structuring — to minimize tax burden legally and proactively.
- Do you handle IRS audits and collections?
- Yes. Full IRS representation — audits, collections, liens, levies, offers in compromise, and penalty abatement. Over $50M in tax liabilities resolved.
Contact
Book a Strategy Session ·
(904) 464-8111 ·
info@thetaxstrategistcpa.com
13475 Atlantic Blvd, Unit 8, Jacksonville, FL 32225
Our approach is calm, direct, and grounded in experience — so clients can move forward with more clarity, better structure, and greater confidence.
