Strada Financial Group

Sam Benitez _{on Google}

Mar 23rd, 2024

I'd like to state that Brian with Strada Financial did an excellent job in preparing my 2023 taxes. We were referred to him by my brother. Even though he was thoroughly booked , he made a spot for us! He is knowledgeable , very experienced and easy to work with! We look forward to keep working with him on taxes and possibly future investments!

Kevin May _{on Google}

Jan 1st, 2024

I was referred to Strada Financial Group by a trusted business associate in need of a reliable tax professional. My initial connection with Brian Harris over the phone was positive, and he handled my taxes for the past three years. However, my overall experience has fallen far short of expectations.
This past summer, I received communication from Multnomah County that I had not filed for a previous local business tax year. This prompted numerous calls and emails to Strada, with minimal response. Expressing my disappointment in the lack of communication resulted in a prolonged back-and-forth. While the issue was eventually resolved, reaching out always made me feel like an inconvenience.
On December 1st of this year, I received an email informing me that they could no longer service all of their current clients and were letting me go. The timing, waiting until December, and the impersonal communication via email were highly unprofessional. Additionally, despite being informed that their tax services were for financial clients, I was never asked about any financial planning needs.
Inquiring about their client release process brought forth a barrage of excuses. As a loyal client dealing with the unexpected loss of my father, I anticipated that my tax situation might be more challenging. Now, I am compelled to find an alternate accountant, adding stress to an already difficult situation.
The lack of personalized communication throughout this experience has intensified my frustration with Strada Financial Group's services. Overall, my encounter with them has been extremely disappointing, marked by communication issues and an abrupt termination of services. I had anticipated better professionalism and consideration for their clients.

Duane D. _{on Yelp}

Feb 28th, 2023

Sad that they went away from tax service, always trusted Lindsay Holmes with our taxes ,always perfect returns!

EdnaVera Scott _{on Google}

Dec 28th, 2022

This is the 3rd year Ive employed Strada
to do my taxes. After a personal Get To Know You interview, they notify you when to get started collecting tax info; they notify you when its time to turn it in to them; they call you and make an appointment for their report of the work theyve completed. If youve done your part, sit back and relax!!! Of course you have to pay for their services, but its worth it. Theyll see me again next year!!

Scott F _{on Google}

Nov 18th, 2022

I have known and worked with Lindsay Holmes, one of the founders of Strada, for over 30 years. He has honestly been an intrinsic segment of my life: Jobs, business, family, investments, and the myriad of changes that affect our taxes and long term planning. There is a reason one continues to do business someone for so long: trust. Thank you, Lindsay (..thank you too Ginger and Connie!). Happy to reccommend you to anyone, sir.