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StrataTax

StrataTax

Reviews Summary

Overwhelmingly positive reviews highlight exceptional expertise, personalized service, and deep tax knowledge. Many long-term clients praise clear explanations, business mentoring, and stress-free tax handling. A rare negative mention cites communication issues, but most describe transformative experiences with energizing consultations that go beyond typical accounting. Small business owners particularly value the practical advice, attention to detail, and feeling of being empowered. Multiple reviewers call it the best tax service they've used, worth every penny, with some joking about "winning the lottery" to become clients.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses

Contact Information

Address

2305 Historic Decatur Rd Suite 100

San Diego, California 92106

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-5PM
Tuesday 10AM-5PM
Wednesday 10AM-5PM
Thursday 10AM-5PM
Friday 10AM-5PM
Saturday Closed

Customer Reviews

StrataTax helped me start my new business, Auto Service Security! They guided me through the process of getting a business license, keeping my financial records, and developing a marketing plan. They taught me everything in terms that I could understand and took the time to answer my questions. They created my website and worked closely with me on any changes I suggested. Most companies just throw a lot of technical terms at you and send you on your way, but StrataTax took a genuine interest in what I wa

Tony is hands-down the best CPA I've ever dealt with. I have 2 small businesses, and he consistently explains everything in a clear way every year. I have gone back to StrataTax for many years and will continue to do so. Worth every single penny and more!

Longstanding client of StrataTax and Anthony Campidonica here, extending to 2012. Definitely legit with an exceptional level of accounting expertise with sincere desire to help. Pretty rare. Worth well more than the professional fees paid. But not everyone will be the right fit depending on the type and size of business. It helps if you do business above board, have reasonable expectations, and listen to the tax advice. Getting accepted as a StrataTax client should feel like winning the lottery since

Taxes just finished...been using Strata Tax for approximately 10 years. Super attentive, highly professional and quality work and Tony operates at the senior executive level in terms of urgency. Looking forward to going back. In addition, each time after working with Tony, you feel energized and your batteries are filled to chase excellence at the next level.

Tony understands the tax laws like no else. His experience gives him a wealthy (no pun intended) of knowledge that can apply to just about everyone. He is excited to mentor and provide excellent service to ensure you are comfortable with your tax information. This was our first year with Tony and I could not have learned more. He gives you the tools to empower you to make smart choices towards a successful future of wealth. I highly recommend Tony. He might not be the right fit for everyone, but if yo

Tony did a great job helping us through our first really complicated tax year. I've always been a fan of Turbo Tax, but Tony makes it even easier, and thoroughly justifies the reasonable cost with his excellent and timely service. We'll be back next year for sure.

I found this place on Yelp and was very impressed by the number of positive reviews. Today I had my initial consultation for business owners. I brought a copy of my latest tax return and a huge list of questions. Tony not only answered every single one of them, but also gave me a lot of valuable and important information on business tax planning, calculating income and expenses, profits, tax rates, employees, independent contractors, agreements, licences, investments and much more! I actually learned more t

Tony is extremely knowledgeable and efficient. He helped me with a complicated situation and made me feel comfortable and confident that everything was going to be corrected and filed properly. He made sure to follow up and went the extra mile to ensure that all of my reporting was processed correctly, all the way through until everything was resolved. When I had questions, he was available. Unlike other companies I have used in the past, there was no time that I felt confused or forgotten. I was able to tr

When it comes to taxes, my head starts spinning. It makes me nervous because I'll either make a mistake or miss something. Tony and Donna put me at ease when it comes to this stressful task. They break everything down for me and make sense of what needs to be done. Turbo tax only goes so far and the other accountants I've worked with in the past only want to do their job and be done with me. Tony had no problem walking me through every step and giving me advice on how to prepare for the next year's taxes.

I can't recommend StrataTax highly enough. Anthony is a former IRS agent. He teaches small business owners how to make legitimate write-offs and do taxes correctly. He's detail-oriented and a good guy.

Anthony is AMAZING! He is completely honest, totally committed to his clients has incredible integrity. He is very, very, very informative, and I've learned how to run my business better because of him. AND every time I leave his office I actually FEEL REALLY GOOD! He's uplifting, inspiring and has A LOT of ENERGY. I highly recommend him-HIGHLY! Like I said, he's amazing!

I've been working with StrataTax and Tony for almost a decade. I couldn't be happier with their services. Only negative is that I can't refer them my friends, because they don't have bandwidth for new customers!

BEWARE. Company looks like a scam!! Phone calls are not accepted at the company's main number. I have Tony Strata's cell and he is NOT returning phone calls at all. There are no emails even listed on the website.

Strata Tax is a game changer for any business. I'll never use another tax guy.

Tony is the really helpful for my growing business

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.