Strategic Tax Advisors

Brandon Pickering 

on Google

4 years ago

In 2017 STA sold my father a business plan. The plan was sold to us on all the perks, however, they failed to follow through with all of the smaller details. They looked at the big picture but as I worked the plan, little things kept coming up. For instance because we now created a parent company where we transferred our equipment assets to for the purposes of asset protection to lease back to our operating company, they told us that the lease would not be a taxable lease in the state of Colorado. That was true, however the ... read more

Mark Sallada 

on Google

4 years ago

We paid a lot of money for their services. Did exactly what they said but after learning what is involved on the back end to even make the savings possible took a lot of work. The money spent doing so is about the same as you could possibly save. Unless you have a lot of free time on your hands save it, spend it on something else and trust your local financial advisor. Use your money into an actual investment and you will be much further off. 

Alex Pitts 

on Google

5 years ago

I really can't express enough how much we enjoyed working with the guys and gals from strategic tax advisors. There is nothing exciting about succession or tax planning but these guys were able to keep us engaged and interested while working with our management team. I look forward to implementing all the processes and structures that were laid out for us. Only time will tell how much our time with sta will pay off but I am hopeful that the money we spent was worth it. 

B Thompson 

on Google

5 years ago

Helpful and efficient. Looking to streamline how we handle our tax planning and they were recommended by a friend. They worked well with our in-house accountant and were able to outline the process and how much we may be able to save over the next couple of years. They came in and did a whole presentation which I was a bit skeptical of but they discussed it at length with the CPA we usually have handle our books. Upfront costs are never easy and we truly won't know how much we will save for another year or two but the math l... read more

Simon G. 

on Google

5 years ago

If you have basic or complex tax questions or issues, STA Is the company for you. The gentleman they had assigned to my account seemed highly knowledgeable and he was easy to work with. We are not a big or even medium sized business. They were easily able to work with my bookkeeper and saved us from having to hire an inside accountant.