Strategic Tax Planning, LLC

jhibarrab

3 months ago

I had a great experience with Strategic Tax Planing, and specifically with Anissa Burdet and Stefanie Ercolano. They guided me through the claim process with all the detail and explanations I needed, filling out forms and even mailing instructions. Stefanie was on top of my case, keeping me up to date on progress. Anissa was very helpful to ensure the billing element was accurate. I recommend them 100%.

Francesco Bucci

4 months ago

I recently had the pleasure of working with Strategic Tax Planning, and I couldn't be more impressed! Their team, led by case manager Stefanie, demonstrated exceptional competence, responsiveness, and prompt feedback throughout our engagement. What truly stood out was their ability to deliver expected results without any surprises. Their transparency and human touch made the entire experience feel effortless. As a restaurant owner in San Diego, CA, I appreciate working with professionals who understand the unique challenges of our industry. CPA Studio exceeded my expectations, and I highly recommend them to anyone seeking strategic tax planning services. I'd gladly work with them again. Francesco Restaurant Owner San Diego, CA

GretchenDave Gordon

2 months ago

This company was so easy to work with. My situation was a long process and they made sure I was well taken care of and totally up to date on all the info from the IRS. I would highly recommend them

Haiba Sonyika

7 months ago

I am excited and extremely pleased with the services I received. The entire staff was highly skilled and extremely competent. They worked diligently to assure I received the refund that I deserved. I am especially appreciative of the superb and highly conscientious, guidance and service I received from Anissa Burdett. The company is fortunate to have her on the team.

Christine Ro

7 months ago

We were referred to Strategic Tax Planning to handle our company’s ERC claims. From beginning to end, Stefanie was wonderful. She was knowledgeable and kept us updated on the status of our claims. We are grateful for the help of Strategic Tax Planning and especially Stefanie.