Our Story

Our Mission is to empower our clients to reach their financial and strategic goals by providing them the support they need with tax and small business consulting services.

Our Vision

Our vision is to be a consulting and tax services company that is available year-round as a one-stop shop that helps individuals and small businesses meet their financial and strategic goals. Our consultants have the work experience and industry knowledge to guide you through the complex maze of government regulations and business complexities.  We will provide you with the knowledge, resources and plans you need to succeed.

StrataTax recognizes that small businesses, and the individuals who start them, are the backbone of our country’s economic growth during this period of record high unemployment.  The importance of small businesses stems from their history of being the most innovative and employing the majority of workers in the United States.

Unfortunately, our federal, state and local governments have created many complex rules and regulations that prevent a small business from prospering.  These barriers hinder their potential to provide the most value to society.  In response, StrataTax has set out to help small businesses navigate through these rules and regulations so they can focus on their core competencies.

StrataTax is also focused on educating individuals on how to minimize their tax liabilities through tax planning and training. We recognize that our tax laws are the most complex in the world, which makes it difficult for the average taxpayer to prepare his or her tax return and owe the least amount of taxes.

Our Approach

We believe that being proactive will lead to your success.  We offer specialized tax planning consultation based on your needs.  We are up to date on the current tax laws and can guide you through a full range of strategies that optimize your tax liabilities and keep you on track to achieve your financial and strategic goals.  Through our business consulting services, we help you effectively plan, prioritize, and execute major business initiatives that help put your business on the path to prosperity.

We work will work closely with you year-round and create and implement a plan that helps you reach your objectives.  With us by your side, you can focus on your core competencies.

We offer professional seminars/webinars and Lunch & Learn seminars to keep you up to date on tax laws and business strategies.

StrataTax believes in removing financial uncertainty, not producing it.   We offer cost-effective tax services with fees that are transparent, simple and reasonable. You pay one price dependent upon the level of service your tax return requires with very few exceptions.   Unlike most other tax preparation companies that charge hourly or per form/schedule, our Flat Fee Pricing Levels are very straightforward.  Please call us for an exact pricing based on your facts and circumstances.

Our Commitment to You

We are committed to helping you reach the next level in your journey whether it’s to start a business, improve your business, decrease your taxes, or learn new strategies.  As your trusted advisor, your success is our goal.

We believe that clear and frequent communication is the cornerstone of a strong working relationship.  We maintain consistent communication with our clients throughout the year and encourage clients to contact us whenever a question or concern arises.  StrataTax is available to guide you through major events as they occur.

Knowledge is the key to success. Therefore, our consultants take the time to clearly explain technical terms and practices to you that may otherwise seem complicated and confusing.