Strategic Tax Advisors

Strategic is worse at getting the results

I own a small company and was looking for tax advisors. I used to handle these things within my company itself. After, the work started to pile up, I wanted to outsource the tax part. I contacted Strategic Tax Advisors for the same reason. They connected me with one of their CPAs and asked me to continue working with him for all my tax related issues. They asked me to pay in advance. I paid 100% advance and they said that they would be contacting me for all the details of transaction and bills and everything that was necessary to take care of the tax deduction.

I waited for 5 days. None from their firm called me. At last, I called them. I got a reply saying that they were going to call. And asked me to wait for few more days. I did the same. But, after waiting for another couple of days, I did not receive any call.

At this, I mailed them asking about the update. I got a reply after two days. In the mail, they had apologized for the delay and had asked for few documents. I thought that this might take us somewhere. But, after sending the documents, I again waited for some time and there was no message or call from their end. They were going to explain me the process of tax deduction and the government benefits that I was eligible for.

I had a meeting outstation. So, I thought of talking to them after getting back. I also thought that this would give them some more time to reply from their end. When I returned after a week, I contacted them. The guy who received my call had no clue about my company. He said that he would arrange a call back from the concerned person.

I did get a call back. They replied saying that they were already researching every detail and would be sending me the entire report through mail in a week. This was getting delayed and I wanted to close this as soon as possible. I asked them for a refund. I said that I needed the report right away or my money, whichever they can make available at the earliest.

To this, they said that they cannot refund money and would be sending the report as soon as they could. A week passed, and I did not hear anything from them. I started calling them, but they stopped replying as well. I was left on hold for long intervals. Either the person responsible for my account was not available, or the call got disconnected.

After a lot of follow-ups, I received the report and the suggestions. I was very upset after looking at the report. The company had done no extra work and it was the same report that my accountant had managed to come up with.

I consulted them, and they said that he had done a great job and they verified everything, so I can go with that report. I really feel scammed. These guys are scammers. Do not work with them.


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1 review on Strategic Tax Advisors

  1. Stay away, the sharks are circling.

    I will give you the two big tax saving offers they gave me:
    1. 831(b) Captive Insurance Companies – A captive insurance company is an insurance company that primarily insures the risks of businesses which are related to it through common ownership. This is being self insured with other like businesses. STA only works with one company. This means no options or ratings.
    2. Conservation Easements: This is Charitable contributions of conservation easements which can provide substantial federal and state income tax benefits to high income taxpayers while also conserving land. STA only works with one company and there is no way of really know if they are legitimate.

    These are both a gamble. So, if you would like any further information, I will be willing to share for free.

Barclay Boulevard 1275
Buffalo Grove 60089 IL US
Get directions
Reported Loss :4780 $
Severity of Scam :High
Reported by : Anonymous
Views :