Our Tax & Accounting Services

 We help our clients reduce surprises, avoid costly mistakes, and identify savings opportunities before deadlines arrive.

At Zastenchik & Co. CPAs, tax planning isn’t a seasonal task—it’s a year-round process. We design tailored tax strategies that reflect your current goals and your future plans. Whether you’re navigating a major investment, planning for retirement, or trying to reduce your quarterly burden, we’re here to help you stay in control of the numbers.

Comprehensive Financial Solutions

Sagacity Tax & Accounting offers a coordinated suite of tax, accounting, and advisory services for individuals, self-employed professionals, and small businesses. Whether you need help with annual tax filing, year-round planning, or keeping your books in order, you work directly with a seasoned CPA who understands your specific situation. We combine local Twin Cities insight with the ability to serve clients in 25+ states through secure virtual tools. The result is practical, personalized guidance designed to keep you compliant, confident, and focused on what you do best.

Tax Services

Brief summary of tax preparation, planning, and IRS problem-solving for individuals and businesses, emphasizing accurate compliance today and smarter decisions for tomorrow. Whether you’re filing a straightforward individual return or managing a multi-entity small business, Sagacity Tax brings careful review, strategic thinking, and clear communication to every engagement.

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Tax Preparation & Filing

Sagacity Tax prepares individual and business tax returns with meticulous attention to detail, ensuring federal, state, and local filings are accurate and timely. We look for every legal deduction and credit that applies to your situation, so you can file with confidence and avoid unpleasant surprises at tax time.

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Tax Planning & Advisory

Tax planning is about proactive decisions, not just once-a-year forms. We help you time income and deductions, choose retirement and entity strategies, and navigate multi-state rules so you pay only what you truly owe—no more, no less.

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IRS Representation

If you’re dealing with an audit, back taxes, or confusing IRS or state notices, Sagacity Tax can step in as your advocate. We interpret the letters, respond on your behalf, and work toward practical resolutions so you don’t have to face the IRS alone.

Accounting Services

Sagacity Tax provides bookkeeping and accounting support that keeps your financial records current and decision-ready. From monthly reconciliations to clear financial statements, you get CPA-level insight into how your business is performing, not just a stack of reports.

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Bookkeeping & Write-Up

We handle transaction recording, bank and credit card reconciliations, and clean-up work so your books are accurate every month. With organized ledgers and clear reports, you can see cash flow, profitability, and trends at a glance—and be ready for tax time without a scramble.

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Financial Reporting & Analysis

Beyond basic bookkeeping, we prepare periodic financial statements and help you interpret what the numbers mean. Budgeting support, cash-flow reviews, and key metric tracking give you the clarity to make informed decisions and plan for growth.

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Dedicated Advisor Access

Unlimited communication, year-round.
Your CPA is never more than a call, email, or text away. We don’t bill for questions—and we prioritize client response times.

Support Includes:
• Real-time advice via email, phone, or text
• IRS/NYS notice assistance
• Referral to legal counsel if audit escalates

How We Work

Most engagements begin with a conversation to understand your goals, your current situation, and where you’re feeling uncertainty. From there, we outline recommended services, discuss fee options upfront, and share a clear list of any documents needed. You’ll use our secure online portal to upload files and review information, with ongoing communication handled by email, phone, and video—whatever works best for you. As your needs evolve, we adjust the scope of work so your support stays relevant and valuable.

Choosing the Right Service

  • I’m not sure which service I need—can you help?

    Absolutely. During an initial consultation, we’ll review your situation, ask a few clarifying questions, and recommend a combination of tax, planning, and bookkeeping services that fits your needs and budget.

  • Do you work with both individuals and businesses?

    Yes. We serve individual taxpayers, self-employed professionals, and small businesses, tailoring our approach to each client’s complexity and goals.

  • How are your fees structured?

    Tax preparation is typically billed as a flat fee based on return complexity, while ongoing bookkeeping and advisory work are packaged monthly or project-based. In every case, we discuss pricing upfront so there are no surprises.

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Get Started

When you’re ready to simplify your finances and get a clear plan in place, Sagacity Tax is here to help. Share a bit about your situation, and we’ll recommend the right mix of services—whether that’s one-time tax prep, ongoing accounting support, or deeper advisory work.

A Simple, Structured Approach

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651-829-9776
Call Us Today.


  • Review & Diagnose
    We start with your past returns, current income, and entity structure.



  • Plan Strategically
    We outline year-round strategies that optimize timing, deductions, and compensation.



  • Update & Adjust
    Life and business change—so we review and adapt your plan throughout the year.