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Business Page


business profile image

The Financial Strategists, LLC

Tax & Financial Services
4.9 stars
40 Reviews

Markets served


Nationwide

Licenses, Designations or Certificates


Enrolled Agent, Main Street Certified Tax Advisor, MBA - University of Maryland

About us


I’m Robert, the founder and CEO of The Financial Strategists, LLC.  My accounting journey began with a solid academic foundation after I separated from the Navy. I earned my B.S. in Business Administration with a concentration in Finance from Southern Connecticut State University. Seeking to refine my skills even further, I started a position as a government-contracted financial analyst while I pursued an MBA with a specialization in Accounting from the University of Maryland.

As a licensed Enrolled Agent, I specialize in working with business owners and real estate investors year-round to actively reduce their taxable income. From investing in real estate to starting new ventures or even family planning, I tailor every client’s tax strategy to their goals and dreams.

I bring a wealth of knowledge and practical experience to my valued clients. Throughout the years, I’ve excelled in delivering exceptional tax and accounting services to a diverse clientele, ranging from small businesses, charitable organizations, and real estate investors, saving tens if not hundreds of thousands of dollars in the process. If you’re interested in achieving financial freedom and building tax-free wealth, visit my website and schedule a free interview my team and I can begin tailoring a plan for you today. 

Specialties


Tax & Accounting

Tax planning & strategy
Accounting
Bookkeeping
Tax prep & filing
RE Professional Status
Syndication Taxes
STR Loophole
MultiState Taxes
Business Taxes

Reviews (40)


4.9 stars
40 Reviews
4.9 stars
40 Reviews
0.0 star
0 Reviews

reviewer image
5.0 stars
|
a month ago
Reviewed by Scott Jenkins
Bobby at the Financial Strategists is great - his depth of knowledge in Tax and Income Strategies is the best I've found. Use this gentleman's service.
reviewer image
5.0 stars
|
3 months ago
Reviewed by rula hani
Bobby is very professional and knowledgeable. He took his time to explain to me what needs to be done and answered all my questions and concerns.I highly recommend him. Thank you Bobby!
reviewer image
5.0 stars
|
5 months ago
Reviewed by Joseph
It has been great working with Bobby at The Financial Strategist. I wish I found him sooner. He thoroughly walked through my situation from a strategic and tactical perspective. He is efficient but does not rush. I am confident recommending him to others. Thank you Bobby!
reviewer image
5.0 stars
|
7 months ago
Reviewed by Kris B
I've been working with Bobby for my taxes, and I couldn't be more satisfied with the experience. He's knowledgeable, professional, and incredibly thorough. What really sets Bobby apart is his ability to explain complex tax issues in a way that actually makes sense. He’s responsive, detail-oriented, and truly cares about getting the best outcome for his clients. I left feeling confident that everything was handled correctly and with care. Highly recommend Bobby to anyone looking for a trustworthy and efficient tax consultant! Thanks again Bobby and i look forward in working with you more.
reviewer image
5.0 stars
|
7 months ago
Reviewed by N N
Bobby was a huge help this tax season. He not only prepared my taxes accurately and efficiently, but also gave me strategic guidance around my rental properties in Virginia and Ohio. He spotted issues and misentered information in my previous returns that could have been avoided, and helped me get everything on track. What really stood out was his ability to offer smart, forward-thinking advice on how to structure my income from rentals to build long-term value. I plan to continue working with him as I grow my real estate portfolio across multiple states. Bobby is knowledgeable, proactive, and genuinely invested in helping his clients succeed. I highly recommend him.
reviewer image
5.0 stars
|
7 months ago
Reviewed by Mark B
Again this year, Bobby did an excellent job preparing my business/personal taxes. He is thorough and takes the time to understand the uniqueness of my situation, and has saved me thousands! He explains everything clearly and always provides helpful advice for future tax planning. I highly recommend Bobby to any small business owner looking for tax advice and preparation from a knowledgeable and attentive professional.
reviewer image
5.0 stars
|
7 months ago
Reviewed by Launi
We are so happy with Bobby and his services! He is accurate, efficient and yet friendly and so easy to work with. We have recommended him to multiple friends and will always utilize his services for our tax needs - planning and preparation!
reviewer image
5.0 stars
|
8 months ago
Reviewed by Meredith Nesbitt
Huge thank you to The Financial Strategists for working with us to help get us our maximum tax refund!! We highly recommend Bobby! And specifically recomend him for real estate investors! He helped us plan throughout the year and set us up for success! 🎉🥳
reviewer image
5.0 stars
|
a month ago
Reviewed by Scott Jenkins
Bobby at the Financial Strategists is great - his depth of knowledge in Tax and Income Strategies is the best I've found. Use this gentleman's service.
reviewer image
5.0 stars
|
3 months ago
Reviewed by rula hani
Bobby is very professional and knowledgeable. He took his time to explain to me what needs to be done and answered all my questions and concerns.I highly recommend him. Thank you Bobby!
reviewer image
5.0 stars
|
5 months ago
Reviewed by Joseph
It has been great working with Bobby at The Financial Strategist. I wish I found him sooner. He thoroughly walked through my situation from a strategic and tactical perspective. He is efficient but does not rush. I am confident recommending him to others. Thank you Bobby!
reviewer image
5.0 stars
|
7 months ago
Reviewed by Kris B
I've been working with Bobby for my taxes, and I couldn't be more satisfied with the experience. He's knowledgeable, professional, and incredibly thorough. What really sets Bobby apart is his ability to explain complex tax issues in a way that actually makes sense. He’s responsive, detail-oriented, and truly cares about getting the best outcome for his clients. I left feeling confident that everything was handled correctly and with care. Highly recommend Bobby to anyone looking for a trustworthy and efficient tax consultant! Thanks again Bobby and i look forward in working with you more.
reviewer image
5.0 stars
|
7 months ago
Reviewed by N N
Bobby was a huge help this tax season. He not only prepared my taxes accurately and efficiently, but also gave me strategic guidance around my rental properties in Virginia and Ohio. He spotted issues and misentered information in my previous returns that could have been avoided, and helped me get everything on track. What really stood out was his ability to offer smart, forward-thinking advice on how to structure my income from rentals to build long-term value. I plan to continue working with him as I grow my real estate portfolio across multiple states. Bobby is knowledgeable, proactive, and genuinely invested in helping his clients succeed. I highly recommend him.
reviewer image
5.0 stars
|
7 months ago
Reviewed by Mark B
Again this year, Bobby did an excellent job preparing my business/personal taxes. He is thorough and takes the time to understand the uniqueness of my situation, and has saved me thousands! He explains everything clearly and always provides helpful advice for future tax planning. I highly recommend Bobby to any small business owner looking for tax advice and preparation from a knowledgeable and attentive professional.
reviewer image
5.0 stars
|
7 months ago
Reviewed by Launi
We are so happy with Bobby and his services! He is accurate, efficient and yet friendly and so easy to work with. We have recommended him to multiple friends and will always utilize his services for our tax needs - planning and preparation!
reviewer image
5.0 stars
|
8 months ago
Reviewed by Meredith Nesbitt
Huge thank you to The Financial Strategists for working with us to help get us our maximum tax refund!! We highly recommend Bobby! And specifically recomend him for real estate investors! He helped us plan throughout the year and set us up for success! 🎉🥳

Our Team


Robert Edward Mucka Jr.