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Strategic Financial Solutions

Strategic Financial Solutions

Reviews Summary

The reviews consistently highlight exceptional professionalism, expertise, and personalized service. Clients praise the team's knowledge, trustworthiness, and dedication to tailoring financial solutions to individual needs. Many appreciate the caring, family-like approach and clear communication, often noting how the advisors go above and beyond. The firm is highly recommended for retirement planning, investments, trusts, and tax strategies, with clients expressing confidence and gratitude for their guidance. The stunning office and friendly staff are also frequently mentioned.

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

210 E Citrus Ave

Redlands, California 92373

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 10AM-2PM

Customer Reviews

I am so thankful for Strategic Financial Solutions and especially for the exceptional support from Chris Racadio. Chris has consistently gone above and beyond?he's extremely knowledgeable, kind, and always professional. He treats his clients with the upmost care and concern. Anytime I have a question, he either has the answer or makes sure to connect me with the right person or resource. His dedication and commitment to truly helping his clients is rare and greatly appreciated. I highly recommend working w

Strategic Financial Solutions is a 1st class operation. They truly care about the financial well being of the people they work with. They are experts in their field with a strong understanding the markets and various investment avenues. They also have a very strong understanding of strategies to save on axes especially with business owners. As a mortgage professional I love being able to send my clients to them and everyone I have sent has been extremely happy with their services.

Mike and Chris have been very efficient and assisting me with my retirement funds. They've come up with several creative ideas to help me extend them. I would totally recommend them for anyone who is retiring and I wish I met them when I was younger. In this complex World of financial planning they are tops!

Knowledgeable and professional. Very impressed with their planning software. It was extremely helpful in making retirement decisions! I can tell that the advisors really care about helping me plan my future. They also have good connections with others outside their area of expertise.

Michael and Chris are truly invested in doing what is best for each of their clients. Their financial planning and retirement strategies are geared to each clients needs and implemented with wisdom and integrity. I highly recommend Strategic Financial Solutions!!

I had the pleasure of conducting a signing for this firm & I have to say first & foremost the office is STUNNING!! 2nd is an extremely friendly staff and lastly a very high level of professionalism that would make anyone want to refer friends and family to get there Estate Plans Wills and Trust set up! Chris was very helpful and I highly recommend his services!

Could not be more pleased and confident in trusting my families future with the crew at Strategic Financial! They have gone above and beyond to make the process as easy as possible. Would certainly recommend them to all my closest friends and Family.

We are nearing retirement and were looking for financial guidance. The team at Strategic is very knowledgeable and professional. They are very caring and considerate of our needs. Everything we needed was explained in detail. We transferred Investments, accounts for our Grandsons with a better rate of return for their future. We also set up a living trust all under one roof. We only wish we had done this all sooner. If you're young this is a great opportunity for you to save for your future needs. Both Mich

I am so thankful for this business and for the help from Chris Racadio. He has always been incredibly helpful, insightful, knowledgeable, and professional. Whenever I have any questions, he goes above and beyond to help me or find someone (or a resource) that can. Highly recommend!

Knowledge and expertise, Trustworthiness, Communication and Attention to details is just a few commodities to mention about Chris and Michael Providing a seamless experience and confidence. Great place as well I would not recommend any other company but theirs.

Chris and company have been an incredible source of information and help. It is very comforting knowing that caring people are helping to guide you through the wide world of finance!!

I highly recommend their services! They are not just a one size fits all investment firm. Solutions are tailored to the individual. You can't go wrong by using this outstanding firm!

We love working with strategic financial! Chris has been advising us for years and we wouldn't trust anyone else. Strategic financial has guided us through buying multiple homes, investments and planning for the future. We can not thank you enough!

So professional, knowledgeable and visionary! I had questions about when would be the best time to take my Social Security benefits and Michael Rappaport and Christopher Racadio provided intelligent answers to all my questions. They see down the road and have the software to provide concrete solutions with a really nice flexibility built in. Thanks, gentlemen! You guys are the best!

Chris and his staff are top notch financial advisors and planners. The Strategic Family makes your family and investments their top priority. I highly recommend selecting them as your partner in insuring financial security.

Strategic financial has been there for me at different stages in my career. Always leaning on them for advice, I really appreciate everything they have done for me. Thanks guys.

Stragic financial solutions brings not only a expertise but a family like environment they know how to explain things and help you maximize your financial plan!

Did my trust here. Great place to go. Chris was amazing!

Thank you Chris for helping me and my family we are forever thankful!

Terrific team. Great insight. Very responsive.

Thanks guys for all your help!!

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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