5 recommendations

•  
  Zach McWaters

  Shared on goo.gl 7 years ago

  Tony understands the tax laws like no else. His experience gives him a wealthy (no pun intended) of knowledge that can apply to just about everyone. He is excited to mentor and provide excellent service to ensure you are comfortable with your tax information.
  
  This was our first year with Tony and I could not have learned more. He gives you the tools to empower you to make smart choices towards a successful future of wealth.
  
  I highly recommend Tony. He might not be the right fit for everyone, but if you are the right fit, I'm sure you'll be as happy as I am.

  Original recommendation

•  
  Jonathan L.

  Shared on yelp.com 7 years, 1 month ago

  Simply incredible! I work in the professional services industry so I have high ideals and expectations when I fork over my hard-earned money to other professionals. Tony is one of the rare ones, who has more than exceeded expectations.
  
  The thing that stands out most about Tony is that he genuinely cares about and looks after the best interests of his clients. For example, Tony had prepared my taxes for a few years until I ran into a gray area issue last year. Although I was comfortable taking the risk, Tony recommended I go to a tax firm with more resources to handle this issue, just in case. By that point, Tony had already spent hours researching the issue and looking over my overall financial picture. My taxes were essentially ready to be filled. Yet, Tony didn't charge me a penny. He wouldn't even accept money for services rendered, when I insisted that he bill me for his time...

  Original recommendation

•  
  Ashley L.

  Shared on yelp.com 7 years, 2 months ago

  Tony is nothing short of a tax genius. Not only is his customer service above and beyond any other tax professional I've encountered but he genuinely cares about the well being and success of his clients. The energy he brings to what typically is a daunting subject of tax returns is mind boggling. I've never thought I would be writing a review for my accountant but Tony deserves the recognition plus some. If you own a small business, StrataTax is the only option you should consider!

  Original recommendation

•  
  David A.

  Shared on yelp.com 7 years, 10 months ago

  Tony is an amazing CPA and tax expert. His approach is exactly what my wife and I were looking for. Here's his approach: he meets you to see if you're a good fit for his services (mostly small corporations in the professional services sector like healthcare, engineers, etc). You pay him for this session only if you want, we paid because he gives an amazing overview of the IRS's inner workings and the big picture. Then if you are a good fit, he gives you two overview sessions that is a micro MBA course (on a very high level) and the key principles of the tax code that will help you determine whether something will be tax deductible. Tony's approach is what we've been looking for in our 7 previous CPAs and Enrolled Agents but haven't found: to help us plan well so we don't end up scrambling to try to minimize our taxes after it's too late to do anything about...

  Original recommendation

•  
  DJ Charlie Walkrich

  Shared on goo.gl 9 years, 11 months ago

  I found this place on Yelp and was very impressed by the number of positive reviews. Today I had my initial consultation for business owners. I brought a copy of my latest tax return and a huge list of questions. Tony not only answered every single one of them, but also gave me a lot of valuable and important information on business tax planning, calculating income and expenses, profits, tax rates, employees, independent contractors, agreements, licences, investments and much more! I actually learned more today during this one meeting than I did from all of my online research, personal conversations and paid consultations with other tax professionals. I can't stress enough how grateful I am and I highly recommend Strata Tax to all small, medium and large business owners.

  Original recommendation