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Strategis CPAs & Consultants, PA

Strategis CPAs & Consultants, PA

Reviews Summary

Strategis CPAs consistently receive top ratings for their exceptional service, expertise, and responsiveness. Clients praise their professionalism, ethical advice, and ability to simplify complex financial matters. Many highlight long-term relationships, trust, and personalized solutions for both business and personal needs. The firm is commended for its proactive approach, attention to detail, and reliable support, making them a highly recommended choice for accounting and tax services.

About This Listing

Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience

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

Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience

Contact Information

Address

15955 N Florida Ave

Lutz, Florida 33549

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I have trusted Strategis and their consultants for over 15 years. Their expertise is sound and the best I've ever received. More important to me is how responsive they are to our requests and questions. Paul Ashe, President Securance Consulting

e been with Strategis for 16 years, and they are simply outstanding. Their professionalism and attention to detail make managing my finances effortless. They offer personalized solutions and are always proactive about finding savings and ensuring compliance. Communication is excellent?they?re always available to answer my questions and simplify complex topics. I truly feel like I have a partner in my financial journey. I highly recommend Strategis CPA to anyone looking for a reliable and skilled accountant

The professionals at Strategis CPAs have been providing tax services for me and my business accounts for years. I recently met with them again to discuss some intricate financial matters and was given expert, easy-to-understand advice. As usual Blaine and Tina offered ethical recommendations that will help me minimize my tax obligations. Strategis is a top-rated firm with a long, successful history.

Strategis has been our business and personal CPA firm for many years. They quickly respond to calls or messages and always have the answers for us. I always feel confident about our taxes after talking with Tina.

Tina is an outstanding professional person Always answers any questions promptly and thoroughly. Great working relationship and look forward to working together in the future

Strategis (and specifically Tina Davis) is incredibly expert and responsive? It has a much appreciated practical approach, and I always feel I am not only well- informed, but informed in terms that I can understand as a layperson. Smart, personable people, and excellent accounting services.

I?ve been working with Sylvie and Blain since 2006. Throughout the years they have provided tailored, prompt, and value-oriented accounting and tax services. Sylvie has been my account manager since the beginning and I can truly say her, Blain, and the rest of the staff have been instrumental in our growth and peace of mind when it comes to accounting and tax issues. Thank you very much Strategies CPAs & Consultants!

Everyone at this office is very knowledgeable and responsive. We have been with them for years, and no matter what tax questions, changes in our status, etc? they are always helpful and handle our account professionally. Highly recommend!

Everyone at Strategis is exceptional. We have worked with them for several years on several company accounts, as well as personal interests. They are always very responsive, and knowledgeable. I highly recommend Strategis!

We have utilized Blain Sanford of Strategis & Associates to carry out our accounting and tax work for 32 years. The entire staff has consistently served us in a professional and timely manner. We can highly recommend Strategis to other business organizations who are looking for the highest degree of service available. Gregory P. Johnson - President Precise Construction Inc.

Blain, Karen, Sylvie, Sarah and their team have been doing the CPA work for my medical consulting business for the past decade and they have been consistently outstanding in every respect. What I really like is that they are available to handle the little questions as well as the big questions and problems that seem to invariably pop up. A quick email or phone call and I have my answer quickly. I give Strategis CPAs my highest recommendation without reservation. Michael Foley MD, FACR

Working with Strategis is like a taking a breath of fresh air! Especially working with Monique and Tina. I am very grateful to be working with them.

Great CPA firm. They have been doing my taxes for 17 years and they do excellent work. Also, they are very professional and easy to work with.

I choose professionals based on our ability to form a high quality, mutually beneficial long term relationship. Strategis fits that bill. They are knowledgeable, technically competent, and responsive to compliance and consulting questions. We value this relationship.

I been working with Strategis for years, both for my business and for my personal life. They?ve never let me down. Always right on top of things.

We have with been Strategis for over 30-years and would highly recommend them to any business seeking an extremely professional, experienced and forward thinking accounting firm. We can consider them to be a trusted advisor and highly value our partnership!

Very efficient and courteous. I can?t imagine using anyone else.

Strategis CPS's go above and beyond to make me understand and feel comfortable with my business taxes. Highly Recommend!

Strategis has always been responsive and professional in all of my dealings. I am very grateful to be working with them for many years. +David Toups

They handled our taxes while we owned a business and also for while we lived overseas. Very helpful in liability questions and keeping everything legal. Thanks a million!

Top Notch CPA company. Trust them with my personal AND business finances. They are incredible and operate with the utmost integrity.

Best CPA's around, been a client for 17 yrs.

Efficient, accurate and timely. Always available for consultation and advice.

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.