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Business Page


business profile image

The Financial Strategists, LLC

Tax & Financial Services
4.8 stars
25 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 (25)


4.8 stars
25 Reviews
4.8 stars
25 Reviews
0.0 star
0 Reviews

reviewer image
5.0 stars
|
8 months ago
Reviewed by Christina Coppola
Bobby is phenomenal. He was very patient, and answered all of my questions thoroughly. What is usually a stressful time was stress free thanks to his expertise and guidance. He was able to get me more than $2,500 on my tax return than I originally would have before switching to him. I would recommend anyone who wants their max return, and a great experience, to contact Bobby! You will be in great hands!
reviewer image
5.0 stars
|
9 months ago
Reviewed by Mark Baxter
Very knowledgeable in the tax system and also very helpful with preparing our return in a timely fashion (and with late notice)! Bobby was excellent and we plan to continue working with him!
reviewer image
5.0 stars
|
9 months ago
Reviewed by Kate Finkelston
Working with Bobby at The Financial Strategists made my typical tax nightmare a happy DREAM! The entire experience to submit my taxes was seamless and worry-free. I am so thankful that The Financial Strategists put my mind at ease this tax season. Thanks times a million!
reviewer image
5.0 stars
|
9 months ago
Reviewed by Bridget Klee
Bobby made doing my taxes for the first time as an independent contractor so easy. He was helpful and informative and I will definitely be using him again next year! Definitely Recommend!
reviewer image
5.0 stars
|
10 months ago
Reviewed by Agnes Hubbard
Not only was the service efficient and accurate but Robert Mucka also provided valuable insights and advice for future planning. His expertise and attention to detail truly set him apart. Thank you Bobby for your outstanding support!
reviewer image
5.0 stars
|
10 months ago
Reviewed by Kevin Andrade
Bobby is a respectful Tax Professional who is extremely knowledgeable. You can feel confident and sleep better at night with Bobby working on your taxes and his advisory services are top notch. Highly recommend!
reviewer image
5.0 stars
|
a year ago
Reviewed by Chantel Lavender
Bobby was a pleasure to work with. He provided quick responses to any and all questions. Was great with explaining how deductions were tracked for my multi-family rental property. He also got me a max refund by off setting my W-2 income. Look forward to working with him for tax planning strategy for this year.
reviewer image
5.0 stars
|
a year ago
Reviewed by Eric Compton
10/10 would recommend Bobby Mucka to anyone looking for an easy and positive experience with tax season. He took care of everything quickly and professionally, even helping my wife and I maximize our return by structuring differently. Last tax season was a nightmare for me to handle, but after this year will be coming back every year he'll take me!
reviewer image
5.0 stars
|
8 months ago
Reviewed by Christina Coppola
Bobby is phenomenal. He was very patient, and answered all of my questions thoroughly. What is usually a stressful time was stress free thanks to his expertise and guidance. He was able to get me more than $2,500 on my tax return than I originally would have before switching to him. I would recommend anyone who wants their max return, and a great experience, to contact Bobby! You will be in great hands!
reviewer image
5.0 stars
|
9 months ago
Reviewed by Mark Baxter
Very knowledgeable in the tax system and also very helpful with preparing our return in a timely fashion (and with late notice)! Bobby was excellent and we plan to continue working with him!
reviewer image
5.0 stars
|
9 months ago
Reviewed by Kate Finkelston
Working with Bobby at The Financial Strategists made my typical tax nightmare a happy DREAM! The entire experience to submit my taxes was seamless and worry-free. I am so thankful that The Financial Strategists put my mind at ease this tax season. Thanks times a million!
reviewer image
5.0 stars
|
9 months ago
Reviewed by Bridget Klee
Bobby made doing my taxes for the first time as an independent contractor so easy. He was helpful and informative and I will definitely be using him again next year! Definitely Recommend!
reviewer image
5.0 stars
|
10 months ago
Reviewed by Agnes Hubbard
Not only was the service efficient and accurate but Robert Mucka also provided valuable insights and advice for future planning. His expertise and attention to detail truly set him apart. Thank you Bobby for your outstanding support!
reviewer image
5.0 stars
|
10 months ago
Reviewed by Kevin Andrade
Bobby is a respectful Tax Professional who is extremely knowledgeable. You can feel confident and sleep better at night with Bobby working on your taxes and his advisory services are top notch. Highly recommend!
reviewer image
5.0 stars
|
a year ago
Reviewed by Chantel Lavender
Bobby was a pleasure to work with. He provided quick responses to any and all questions. Was great with explaining how deductions were tracked for my multi-family rental property. He also got me a max refund by off setting my W-2 income. Look forward to working with him for tax planning strategy for this year.
reviewer image
5.0 stars
|
a year ago
Reviewed by Eric Compton
10/10 would recommend Bobby Mucka to anyone looking for an easy and positive experience with tax season. He took care of everything quickly and professionally, even helping my wife and I maximize our return by structuring differently. Last tax season was a nightmare for me to handle, but after this year will be coming back every year he'll take me!

Our Team


Robert Edward Mucka Jr.
Tax & Financial Services