We are a company that believes relationships are built on trust. For over forty years our clients have trusted us to help them make sound financial decisions. We reciprocated that trust by helping thousands of individuals, families and businesses just like you pursue their desired lifestyle. Discover how integrating all our services into a single strategic plan will add enhanced value.
At Strada, we focus first on getting to know you, your family, your hopes, your dreams, your businesses and even your hobbies. We will need to know the facts about your financial picture (investments, taxes, insurance, trust, income and more), but to begin with we need to know how you are feeling and what is most important to you.
At Strada, we focus first on getting to know you, your family, your hopes, your dreams, your businesses and even your hobbies. We will need to know the facts about your financial picture (investments, taxes, insurance, trust, income and more), but to begin with we need to know how you are feeling and what is most important to you.
Services
Strada isn't just a name. It's who we are and what we want to be for you. On the road to financial security and retirement there are many turns, road closures, construction and detours. We are the people to help guide you through it all. We believe that most financial decisions, at their core, are tax decisions.
When you work with a Strada Advisor, you work with a team who is committed to your success. Working at Strada is more than just a job- it's an opportunity to create peace of mind for individuals, families and generations to come. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site.
Through this integrated process we can uncover opportunities and provide solutions that help maximize your financial potential. Just like you need a vehicle to get you where you want to go, your Strada Life Plan is your financial vehicle that delivers you where you want to be. We help you design, build and maintain the vehicle that moves you forward towards your life goals.
Our team of Financial Advisors are registered with Avantax Investment Services, who is ranked as one of the top broker-dealer firms, supporting 3,500+ independent investment advisors. We chose to partner with Avantax Investment Services to ensure we meet all the stringent regulatory requirements for account administration and security.
Why do you hire a mechanic to fix your car, a doctor when you are ill, or a contractor to build your home? Our team of professional advisors stand ready to assist you with all your money management needs. We understand the challenges you face and are here to free up your time and remove the stress that comes with trying to manage your life and your investments all at the same time.
Reviews (14)
Steve & Shari Finney
Jun 01, 2021
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Susan Martin has been our tax preparer for 10 years and we love her. Strada is good with reminders and offering great information, so I can arrive at our appointment prepared. This year we have been disappointed. Susan seemed to be way overwhelmed with the volume of returns. Our taxes have always been completed in a week to 10 days. This time it was 6 or 7 weeks.
Plus the cost increased by 35.00. We may reconsider next year.
Plus the cost increased by 35.00. We may reconsider next year.
Erik Lillevik
May 22, 2021
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Conrad P.
May 02, 2021
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I have been a happy customer of this firm for about 25 years. They have always been professional and reliable. They will do extra research to resolve out of state tax issues and have saved us significant
amounts of money on several occasions.
I wouldn't use anyone else.
Sincerely,
Conrad Peterson
Palm Desert, CA
amounts of money on several occasions.
I wouldn't use anyone else.
Sincerely,
Conrad Peterson
Palm Desert, CA
Pamela R.
Apr 21, 2021
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Scott Leadham
Apr 20, 2021
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Anne Mcgowan
Apr 04, 2021
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Since meeting Brian a few months ago we are extremely pleased working with him and his staff. They are knowledgeable, friendly and experts they have done a fantastic job working on our taxes and our investments. The honesty and responsiveness is fantastic. The knowledge that they possess is the best. We are extremely happy to have them as our financial advisors and tax preparers.
Joshua Coleman
Apr 01, 2021
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I started using this business back when they were Gorge Capital, and continued after they changed their name to Strada. Without a doubt, the financial professionals at Strada have delivered fantastic service at a great price, making what would otherwise be a stressful time (tax time) into a wonderful experience. But it doesn't end with just taxes. If you need retirement planning or otherwise sound financial advice, they do that too! I would happily recommend them to anyone thinking about using, needing, or starting to use a tax service or financial planning. I've always gotten the maximum refund
Constance Westmoreland
Mar 01, 2021
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Duane Dickey
Feb 13, 2021
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Nancy Barker
Jan 19, 2021
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Strada's Brian Harris is the best accountant I've ever had! He is just so sharp with all the details, yet he is also very personable. He's a truly gifted professional who is unfazed by deadlines. This is the second time I've been down to the wire due to circumstances beyond my control. But when pressure is the worst, Brian is at his best. I can always count on him to get the job done on time! He is well-supported by other Strada staff members who support coworkers and clients with great teamwork.
David Klopp
Dec 24, 2020
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Charyl Adams
Nov 09, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
We have had our taxes done here for over 15 years and they have done a great job. The staff are wonderful, very friendly, quick to answer any questions. They also manage our IRA account and keep us up to date on changes in the market. We would highly recommend Strada Financial Group! David and Charyl Adams
We have had our taxes done here for over 15 years and they have done a great job. The staff are wonderful, very friendly, quick to answer any questions. They also manage our IRA account and keep us up to date on changes in the market. We would highly recommend Strada Financial Group! David and Charyl Adams
James M.
Apr 20, 2020
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After years using turbo tax and H&R block my partner and I (20 years together, never married) finally had enough idiosyncrasies to our individual taxes that we had a lot of questions and needed real help. Susan Martin is our hero. She is kind, patient and informative. The reason we have not returned to H&R block is that we did not have confidence in the work. It feels like a side-gig for most of the CPAs we have worked with. No one ever wanted to deal with itemizations or explaining anything. Susan speaks with you like you are a person and never speaks down to you. For the SAME COST of
Nicole J.
Feb 26, 2019
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I'm surprised by the one-star review. We've been going to Gorge Capital (formerly Hardy and Holmes) for about 4 years now to get our taxes done by Jason. Everyone is very professional and they do a great job.
As an established client, they send you a pre-planned tax appointment every year based on your preferred time, which you can just keep or call to change/cancel. This is very convenient, one less thing to do. They also send you a handy tax organizer packet ahead of time (pre-filled with your previous year's information) to help you get everything organized and ready. This makes
As an established client, they send you a pre-planned tax appointment every year based on your preferred time, which you can just keep or call to change/cancel. This is very convenient, one less thing to do. They also send you a handy tax organizer packet ahead of time (pre-filled with your previous year's information) to help you get everything organized and ready. This makes
