StrataTax

Words cannot describe how awesome Tony is! He is very knowledgeable and has been a pleasure to work with. I was a small business owner who owed the IRS almost $ 15,000. My prior tax accountant had overlooked many write-​offs and apparently didn’t know the tax laws too well. To make a long story short, after hiring Tony, he filed an amended return. Not only do I not owe the IRS anything, I am receiving a refund of almost $ 3,000. I couldn’t be happier!

StrataTax is one of the best Tax accountant services nationwide. I have used many in past but Tony beats everyone by far. He educate you about the tax system, tax laws and take you through every step of the process.
If you are interested in starting a new business. Buy his business services, worth every single penny.
Rizwan

Met with Tony to go over my personal and business taxes and he is absolutely knowledgeable, approachable and friendly. I was lucky enough to meet for a free 30 minute business consultation but was able to meet longer. The meeting was quite interesting and enjoyable. He gave me valuable advice on life, taxes, suggested reading materials and also gave me a free copy of this book (with a autograph)!
I learned a tremendous amount of information from Tony and received a lot of motivational advice on entrepreneurship. I truly appreciate this from him. He is a very busy person and depending on his work load, he may or may not accept you as your client. This accountant company is also different from other companies because Tony is proactive in educating his clients and offers a 2 day course before doing taxes. The course basically covers the basics of taxes etc.
Tony is truly a unique tax person who has the experience and extensive knowledge. With his long list of education, prior history working for IRS, published book and hard work ethic definitely makes him one of the best accountants out there. I plan to transfer all my taxes to Tony after we settle down in San Diego.
Trust me on this, meeting him is WORTH your time. Overall, positive experience!

Had a sit down with Tony regarding my business and my tax obligations that honestly terrified me. Tony managed to simplify things to the point that I would understand and in a matter of an hour took my fear away. Tony is an amazing person and the work he does helping small business. Tony is a genuine good person that is trying to help people, people like him are rare in the business world and I’m glad I had the opportunity to talk to him.

Tony is my go-​to guy when I need professional tax advise and service. I have been working with him for 3 years in a roll and he never lets me down. He has sufficient domain knowledge to answer all my questions and he is willing to help. Highly recommended.

Tony is an exceptional CPA. His credentials and education qualifies him alone, but it is his personality and gift of teaching and consulting that make him a top notch CPA. I thought my last CPA was excellent, but I was in need of that extra bump of advice to take me to the next level in business. Tony has this all figured out, and is well prepared to answer every question that a small business owners have. As an MBA and highly educated person myself, I can standby Tony and everything teaches young business owners and entrepreneurs. His ability to communicate is strong and I trust his direction and advice. I appreciate not being urged to buy any insurance or financial service products as those conversations are really just a waste of time and not what I need right now. The time he gives to his clients to make sure they are getting what they need to get to the next level is second-​to-​none. As a multiple small business owner in a confusing IRS environment, it is soothing to know that Tony is on our side, the true Champion of the middle-​class. Thanks Tony… as I mentioned when I shook your hand earlier this week… we are life-​long clients — Sincerely, Sean and Beverly Harris. If anyone needs to hear more about Tony’s greatness, feel free to contact me via Unilocal

Tony has been my tax advisor since he opened his business. His passion for tax law and his work experience with the IRS make me feel like my tax affairs are in exceptionally qualified hands. Even though he is extremely busy, I feel like he takes the time to thoughtfully evaluate my return every year and make suggestions on how to maximize my return for the next year. His friendly nature and energy are contagious! His book, «Outsmarting the System,» gave me some great pointers on how to maximize my resources. To say that I highly recommend his services is an understatement.

Anthony is a true professional! He keeps all my financial situations in mind while completing my corporate taxes. Anthony is knowledgable, intelligent, thorough, and is always up to date. I will continue to utilize his skills for the foreseeable future.

I scheduled an appointment online with Tony to look into my business and told me that his company would not be a good fit because I would need additional services that they don’t provide.
Instead of just turning me away he was kind enough to leave me a long and detailed voicemail and his phone number if I had any questions. I called him the next day and talked to him extensively about my situation and he referred me to his top 3 CPA firms. He also laid out what I should be looking for in a CPA as well as a general estimate for how much the services should cost. He was SO thorough, I felt that I should have been paying him for his services.
Bottomline, this is a great company that even had my best interests in mind even if they weren’t going to make a dime off me. That is what I call amazing service.
Thanks Tony and StrataTax!

Visited Tony at their establishment in the summer. Was extremely impressed with his experience and was immediately confident in his ability to help me gain some financial control of my new business. He recommended several lawyers and gave me all the tools to get the ball rolling so that I could return and begin to work with him. Unfortunately once all the paperwork was filed and I was $ 1500 in the hole he gave me a call and told me that he didn’t understand what I did and didn’t think that it was a good fit. Great that he gave me a few options to look elsewhere, but beware on meeting with him and following any suggestions until you have a signed contract with him. He’s very busy and talented so i’m sure there is a bit of bitterness here that I didn’t make the cut and feel like I was pawned off.

Tony is AMAZING! I think the man can relate to anyone. I am starting a business that has been on the back burner for years (I had opened a different business in 2008 and was busy with that until 2012). While his average client earns $ 200,000 a year, he was willing to offer his expert advice during his promotional free consultation with me (One on one). He has written a book, «Outsmarting the System», which I offered to buy, but he ended up offering me a copy as a head start to my business. I read the book in 2 days. There is an affiliate program through Amazon where you can refer others the invaluable information to save on their taxes and earn money per sale of the book. Tony also suggested buying the book, «Deduct It», on Amazon to take full advantages of being self employed to reduce taxes.
His expert knowledge of being a former IRS auditor really inspired me. He is very humble about his skill set and strives for win-​win solutions, otherwise he will not take you on as a client. My goal is to earn enough money to be able to go to him. For now, he suggested I complete my own tax return. I completed my own tax return in 2013, but after reading his book, I may need to do an amendment (1040X…you have 3 years) because his book offered a deduction I may not have taken… depreciation on real estate… so I may have an updated review to give even more ‘kudos’ to Tony!
My new business is a product offering for the self employed and Tony referred me to a Trademark and Patent Attorney. The man really tailors his appointments to what you need and the next steps for YOUR success.
All of this amazing customer service and he STILL found time to write a book to teach others that may not be able to get to his office tax strategies that one can take advantage of right away.
He is thinking about a video series next…
Stratatax will be around for many many years to come!

Tony is amazing. The amount of time and dedication that he provides is exceptional. He would gently remind us to get our documentation in. We, of course, were behind, which is embarrassing. Nevertheless, he worked with us, and we really appreciate him. We highly recommend StrataTax to anyone, regardless of where you live.

I had a one hour consultation with Anthony and we very quickly came to the conclusion that our company needs are outside of his specialization and he recommended a few other CPAs for me to pursue. Meanwhile, considering it was out of his scope of specialty, he gave me a ton of information for free… recommended a good book to read, pointed me in the right direction and was super friendly and very helpful.
I wish we could have used his services and hope to be able to find someone as knowledgeable and helpful.

You may reconsider your current CPA.
Tony at StrataTax provides an abundance of service and knowledge that I would never have had otherwise! I was excited to find him on Unilocal and even more excited after my first meeting with him. Of all the CPAs I’ve interviewed, he understood my business and asked great questions to get me thinking about how critical it is to understand the tax system in order to position my business for long-​term success.
Tony is a true business partner who will help me reach my financial goals much quicker than I ever would have without his help.
Thank you!
Oh right, and he saved me $ 6,700 this year ON TOP OF what I was almost about to file!

Excellent read!

I’ve been a client of Stratatax for a few years now & I absolutely love it. Tony is whiz when it comes to business tax strategy and preparation. As my business grows, it’s awesome to have someone that can offer you tips that help (legally) lower your tax burden. Employing the strategies I’ve learned from sitting with Tony has saved me a ton of money. He is very responsive and makes me feel like his most important customer. I highly recommend everyone check out Stratatax!

I found this place on Unilocal 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.

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!

I was skeptical when I first heard of Tony at Stratatax … I literally wondered how on earth could he have gotten all those 5 stars Unilocal reviews?
Well, we went there to meet with Tony, he literally spent a whole lot (of his crazy busy) times helping us understand taxes and how to start off our LLC taxes correctly. (Thanks so much! It only take experts to know what Tony knows! Seriously!
Unilocalers: Although the business itself and Tony is super busy, they will make time for you.
If you not going here, you’re missing miss out :-)
Thanks again Tony (and Donna too)
All the good stuffs about you all other reviewers have written…, You are the best Tony!
Thank you so much!
You saved us times and tons of money.
We will be back! :-)

I woke up this morning and said to myself, «I have to give my accountant some love on the good ol’ Unilocal — he certainly deserves it.» The weird part is not only did I forget that I had already reviewed him, but I wrote my last review exactly one year ago… to the day!
It is amazing to see what has happened to StrataTax in a year. Tony is an open book and loves to share his story of how he ended up doing what he is doing and where he came from. This is his second tax season in business, and to say that his business has grown would be a gross understatement. He really has become the go to guy for large and small businesses in town, but still has made the time for us little guys without skipping a beat. Thank you for that, Tony and Donna! Wait? Who’s Donna?! Well, Donna is Tony’s right hand woman and I have had a few chances to meet with her while getting organized to file this year. She is patient and didn’t flinch when I sat at her desk opening envelopes and searching for past bills on my laptop. I’m not known for my organizations skills, but she sure is!
Anyway… it seems so weird to wax poetic about a tax experience, but if you have been through what I have been through in the tax world to ultimately end up in the competent hands of StrataTax, you would too.
Tony, don’t lose that smile.