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StrateFi Wealth Management

StrateFi Wealth Management

Reviews Summary

The reviews consistently praise the team's professionalism, expertise, and personalized approach to financial planning. Clients highlight their responsiveness, clear communication, and ability to tailor strategies to individual needs. Many express long-term trust and satisfaction, noting the team's dedication to explaining complex topics and providing security for retirement. The overall sentiment is highly positive, with strong recommendations for their comprehensive wealth management services.

About This Listing

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.*

Contact Information

Address

18881 Von Karman Ave Suite 410

Irvine, California 92612

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 6:30AM-4PM
Tuesday 6:30AM-4PM
Wednesday 6:30AM-4PM
Thursday 6:30AM-4PM
Friday Closed
Saturday Closed

Customer Reviews

The StrateFi team have a very thoughtful and detailed approach to wealth management and retirement planning. What I have most appreciated is that they work with you to design a plan for your specific needs and goals, and they look at ALL aspects of your life goals (cars, property, children's college planning, etc). Finally they are very attentive and responsive when you need them. Love working with this team and would highly recommend them.

I've had the opportunity to work with Merrick and Jason since 2011. Over 10 years later I am SO glad I made the decision to begin working on a wealth management plan when I did. In addition to that I am glad I have a Team that I can count on to guide my financial management and continue to keep me rest assured. I would highly recommend Merrick, Jason, and StrateFi Wealth Management for anybody who wants a truly professional team to work with. A huge thank you to Merrick who has not only been a long time fri

The personal service we receive from Jason and his team is exceptional! They are responsive to questions, patient with explanations and are wonderful to work with! We completely trust Jason to help us meet our retirement goals. We recommend him without reservation.

I've entrusted my investments and financial planning with Jason (personally) for many years and have always had good communication with him as changes to strategy and specific transactions were made in response to market trends and/or my personal objectives. Additionally, as he's stood up his current company with it's partners I feel that the talent they've assembled provides an even stronger foundation for my investment.

My wife and I have been with Jason and his team for many years. They are very professional and very helpful to our needs. If we do not fully understand a subject/topic, they always take the time to further explain it for us and always to our satisfaction. Great Team!

Great team, I've known Jason since 1995 when he cold called me and convinced me to come in and see him. I've been with him ever since. It's also great working with Merrick and Kim. They make us feel like family!

I love working with Jason , Merrick and Kim. They are all so quick to respond to my needs and so helpful keeping me up to date on the economic environment. It gives me a great feeling of security knowing that they are looking after my retirement investments.

I'm very pleased with the financial services offered by StrateFi Wealth Management. They also performed well when my 90 year old father relocated back to CA. His retirement portfolio increased despite drawing out monthly stipends for his geriatric care. I would recommend them highly and am appreciative of their professional and personalized management services.

I have been with Mr. Sherr and his staff for sometime now. He takes care of his clients and helps you understand what is going on with your account. I don't think I would be where I am enjoying my retirement if it wasn't for him and his staff. They are very friendly and they are always there when you need them for anything. Thank you,

My husband and I have been clients of Jason Sherr and StrateFi Wealth Management for 15 years. We are extremely satisified with their services and our results. We have the ultimate faith with the whole StrateFi team.

Jason and Merrick have been phenomenal advisors and appreciate their experience, knowledge and expertise advise. I highly recommend them to handle any of your financial needs.

The team at Stratefi Wealth Management has helped me greatly get my finances in order and best prepare myself for retirement. I look forward to continuing to work with the team.

Jason and Merrick are extremely knowledgeable, patient with questions, have tons of experience in all parts of financial planning, and friendly as well. I highly recommend Stratefi.

Jason and his team of professionals are highly responsive and have continued to provide expert guidance and assistance. I would recommend them without hesitation (and have done so)!

Jason is the most knowledgeable broker I have ever had.

The team at StrateFi give one-on-one personal prompt care that we all want when our money is concerned. I trust them.

I appreciate the care and support you offer. I feel confident in our plans for the future and I really like the information & articles you send our way to keep us up to date.

Truly a first class professional team that will meet and/or exceed your financial needs !!! In addition to giving back and paying it forward !!! We strongly suggest finding out for yourself and experience true professionalism that one would think is more prevalent yet remains rare !!!

Great group of wealth management professionals!! I strongly recommend.

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.

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