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    Strada Financial Group

    4.2 (6 reviews)
    Closed 9:00 am - 5:00 pm

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    Services - Strada Financial Group

    Business consulting

    Current year tax preparation and filing

    Inheritance planning

    7 More Services

    Insurance planning

    Investment management

    Past year(s) tax preparation and filing

    Retirement planning

    Audit and conflict resolution support

    Tax planning

    Trust planning

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    3 years ago

    Sad that they went away from tax service, always trusted Lindsay Holmes with our taxes ,always perfect returns!

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    7 years ago

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    Tax & Financial Solutions - Tax & Financial Solutions, Inc.

    Tax & Financial Solutions

    (10 reviews)

    This firm does not provide a link on their website for clients to write reviews. Now I know why…read more While I did not have issues with the Enrolled Agent who actually prepared my 2023 taxes, I did have an issue with the owner. She did not respond to numerous emails nor did she return numerous calls. When I finally reached her, she failed to take responsibility for the firm's error. Details: I left their offices on April 4, 2024 with taxes completed (or so I thought) and envelopes they provided pre-addressed to the IRS with instructions on how to make required quarterly payments. At the check-out desk, I asked if that was everything I needed to do and was told "yes." On May 29, I received notices from the City of Portland (Multnomah County Preschool and Metro Supportive Housing) for overdue balances (plus penalty and interest) totaling $4,695.03. Of that, $610.03 was due to penalties and interest. I paid but then started my attempts to contact the firm to find out why I had not been advised about these charges and/or given additional envelopes to submit my payments. It was not until JULY that I was actually connected with the owner, "Kristi," who was rude, long-winded, and dismissive. Her best offer was a $200 credit on the next two years of tax preparation. (Obviously I will not be going back!) Instead of the $610 penalty and interest I was charged by Portland, I said -- as a compromise -- I would accept $400 in cash. She responded "no," that she had "a business to run" and hung up. I lost $600 and lots of time. I was treated rudely and unfairly. I do not recommend this business.

    Absolute freak show. First preparer wore a Micky Mouse tee shirt and munched on Hostess donuts and…read morecandy throughout our meeting. Second preparer was a mumbling stumbling fool who couldn't answer any of my questions. Both of these freaks claimed to be former auditors. Yikes! The icing on the cake was when I spoke with a woman who claimed to be an owner/manager. Her phony concern was betrayed by her crazy and very odd demeanor and the lack of follow-up. Her breath smelled like a sewer. Beware of this firm. It seems like they have grown way past their competencies.

    Strada Financial Group - taxservices - Updated May 2026

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