STS Supports Advisory Firms
Swayne Tax & Strategy (STS) provides white-label tax preparation services designed specifically for Registered Investment Advisors.
Advisory firms lead the client relationship and financial planning process.
STS prepares and files the tax returns and manages the compliance requirements associated with those filings.
This structure allows advisory firms to offer tax filing services to clients without building internal tax preparation infrastructure.
🤝 Your firm leads the client relationship
🛡️ STS delivers tax preparation & compliance
Swayne Tax & Strategy (STS) was founded to provide structured, compliant tax preparation infrastructure for Registered Investment Advisors seeking to expand client services without building internal tax departments.
With over 30 years of experience across financial services, corporate leadership, and tax preparation, STS operates at the intersection of compliance discipline and advisory coordination.
Experience and Expertise:
Corporate & Financial Leadership
Senior roles at BMO Harris Bank, The Hartford Financial Services Group, The Juran Institute, and General Electric Capital Corporation.
Experience includes credit, risk evaluation, operational discipline, and financial analysis.Small Business & Entrepreneurial Advisory
Two years with Urban Business Assistance Corporation supporting business plan development and capital formation for startups and growth-stage companies.Tax Preparation & Compliance
Over 30 years of Volunteer Income Tax Assistance (VITA) service and experience advising small business clients as an H&R Block Tax Advisor.