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    StrataTax

    5.0 (139 reviews)
    Open • 10:00 am - 6:00 pm

    Services - StrataTax

    Accountants

    Audit and conflict resolution support

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    7 months ago

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    13 years ago

    Once again tony has been awesome. He really takes the time to educate you and pass on his words of wisdom. I highly recommend him!

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    5 years ago

    I tried to reach out to them for tax service but they message on their phone said they don't accept work or any voice messages.

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    7 years ago

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    Page 1 of 4

    Ask the Community - StrataTax

    Review Highlights - StrataTax

    “Had the pleasure of utilizing Tony's business tax preparation consulting service and I'm thrilled with my consult.”

    Mentioned in 113 reviews

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    Grigg Financial Group - Grigg Financial Group, formerly Brian Grigg Wealth Management

    Grigg Financial Group

    (43 reviews)

    I contacted Brian through Yelp a couple weeks ago and made it VERY clear from the beginning I was…read morelooking for a quote for tax filing/preparation only for this year. My initial message: "Hi Brian, I am just looking for a quote for 2023 tax filing, not to actually start it yet. We will be needing help on a couple of tax situations this year." His exact response: "Understood. I will provide a quote for 2023 during our call. I just sent the questionnaire." He then emailed me the questionnaire; I put I was interested in "Individual taxes" and sent it back to him, I NEVER put I was interested in Investment management or any other kind of financial services. So he knew this whole time I only wanted tax preparation. He still proceeded to call me today and asked a few questions related to our tax situation. Then at the end of the call he asked if I was looking for someone to manage our investments, I said not at this point...we are only looking for tax preparation now. His tone completely changed and he abruptly told me in a condescending manner we are not a good fit because they are saturated with tax preparation clients and he's looking for clients who want investment management. I was pretty shocked at the change in his tone and his annoyance once I told him I didn't need someone to manage our investments. Again, I made it VERY clear from the start I was looking for tax preparation services only from my initial message AND the questionnaire he had me fill out. I honestly don't know why he still called and was rude when he knew he couldn't take on any more clients who only wanted tax filing.

    I hired Brian a few years ago when when I neede to navigate the complexities of selling our company…read moreand managing stock investments in the new parent company. Since then, Brian and his team have been preparing my tax returns each year and providing ohter financial consulting as needed. He also helped me establish a family trust and is helping my wife establish an intestment portfolio. Brian is extremely proficient and knowledgeable, and his team is super helpful and responsive. I sleep well at night knowing we have Brian and his team in our corner.

    ActionCOACH Business Coaching - Business owners doing quarterly action planning with Coach Karie

    ActionCOACH Business Coaching

    (31 reviews)

    Career and Life-Changing!…read more Working with Karie is the best investment I've ever made in my business. Even after earning a MBA from the Rady School at UC San Diego and 6 years of working hard to build my firm, she was able to absolutely revolutionize the way I run my company. Not only are revenues up 60%, my stress level and total work hours are down at least 50%. We immediately saw results on our bottom line within a month or two of working together. A year later, my whole world is different (in a good way!). I've learned to create the processes to run the business efficiently and to get the right people in the right roles. We've cleaned up the systems and prepared the business for a potential sale! I couldn't be happier with the work I've done with Karie and her team. My only regret is that I was referred to her a full year prior to working with her, and I don't know why I waited so long. Highly recommended, worth every penny and more!

    Recently I attended GrowthCLUB which is a 90-Day business planning event. Often events like this…read moremake you feel great and you might leave with a lot of ideas in your head, but nothing on paper...and no actual implementation into your business. This event is the EXACT opposite. You truly leave this event with a week-by-week plan for the next quarter that is based on where your business is at today and your goals for the future. You have a full day of coaching and education that is worth easily 10x what they charge. The networking is phenomenal - and that's saying something as I attend this event virtually from Washington! Karie is a wealth of knowledge and insight and an incredible educator. I know several of her clients that she's worked with and the results they have seen in their businesses have been nothing short of AMAZING.

    StrataTax - accountants - Updated October 2026

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