Chris Strebel and his team have been doing my taxes for about eight years. Our return is complex since my wife and I are self employed and our investments are varied. Chris has always responded to my questions quickly and has been ready to offer advice that has always proven helpful. His integrity and intelligence makes him easy to trust and the staff has always been helpful. I highly recommend him to my friends all the time.
Efficient and easy to work with for tax preparation. Was able to submit everything online, but could still get in touch with actual people when I had questions.
I cannot recommend Strebel and Strebel highly enough! I suddenly found myself responsible for filing five years of taxes for an elderly relative. I didn't know what was needed nor how to obtain what was needed. They were incredibly helpful, patient and very good natured! It took a few months to gather all of the documentation and they were in constant contact with me, checking in to be sure I had the information needed. My calls for help and additional information were always answered right away. I found their fee for all of this work very reasonable too. An added delight is the variety of snacks they always have at their office. I would definitely use their tax services again.
Used David Richards from this firm and found him to be very unprofessional. He did not seem to be very knowledgeable and I felt that I could have done the tax return better using Turbo Tax. When I pointed out that he made a mistake on my return, instead of apologizing and correcting it, he dumped it into my lap to fix and tried to blame me. I would never use his services again and do not recommend him.
I love working with Strebel & Strebel, they have helped me make great decisions for my small business! Doing taxes like a professional would, giving us good advice on things we can do to properly manage our taxes.
I trust these folks with my finance for over 20 years
The Strebel Planning Group is a terrific organization. They are calm, kind, reliable, supportive, welcoming, and I have always been happy with their services. Their office is beautiful and peaceful but not ostentatious, and they are excellent hosts so it is easy to be comfortable while doing business there. They explain things clearly and work with the client at the client's own level. I never mind that they are not right downtown because the way there is so pretty and the destination so pleasant.
Working with Jim at Strebel has been great. It's reassuring to know that my taxes are being properly filed, especially as my company grows and the finances become more complicated. I highly recommend Strebel's services.
I moved my tax filings to Strebel from a much more expensive company in town, feeling that I wasn't getting all that much for my extra expense. As it turns out, Strebel not only saved me money on fees, they actually have done a much better job in terms of helping me understand broader financial decisions, performance of investments, and the right strategies to use so that I just won't pay more tax than I should. Beyond that, they stepped in to help a relative of mine whose accountant got overwhelmed and messed up her accounting in a dreadful way; I was very impressed at how quickly they had her back on track. So five stars in my book!
The Strebel Planning Group is a leading financial planning firm that offers a wide range of services to individuals and businesses. With its headquarters located in Ithaca, NY, the company has been providing top-notch financial planning, insurance & risk management, individual & business tax, CPA, CFO, wealth management and bookkeeping services for over 30 years.
At The Strebel Planning Group, we understand that every client has unique needs and goals. That's why we take a personalized approach to each client's financial situation. Our team of experienced professionals works closely with clients to develop customized solutions that meet their specific needs.
One of our core services is financial planning. We believe that everyone should have a solid plan in place for their finances. Our team can help you create a comprehensive plan that takes into account your current financial situation as well as your long-term goals.
In addition to financial planning, we also offer insurance & risk management services. We understand the importance of protecting your assets and can help you find the right insurance policies to meet your needs. Whether you need coverage for your home or business or are looking for life insurance or disability coverage, we can help.
Our individual & business tax services are designed to help clients navigate the complex world of taxes. We stay up-to-date on all tax laws and regulations so that we can provide accurate advice and guidance to our clients.
For businesses in need of more specialized support, we offer CFO (Chief Financial Officer) services. Our team can act as an outsourced CFO for small- to medium-sized businesses who may not have the resources for an in-house CFO but still require expert guidance on their finances.
Wealth management is another key service offered by The Strebel Planning Group. Our team works with high-net-worth individuals and families to manage their investments and grow their wealth over time.
Finally, our bookkeeping services are designed to help small businesses keep track of their finances without having to hire an in-house accountant or bookkeeper. We use state-of-the-art software tools combined with human expertise so that our clients always have accurate records at hand when they need them.
Overall, The Strebel Planning Group is committed to helping its clients achieve their financial goals through personalized service and expert advice across all areas of finance including: Financial planning; Insurance & Risk Management; Individual & Business Tax; CPA; CFO Services; Wealth Management; Bookkeeping Services - all delivered by experienced professionals who care about delivering results!
strebelcpa.com
