Strategy Law, LLP - Business and Real Estate Attorneys

Strategy Law, LLP - Business and Real Estate Attorneys

Reviews Summary

The reviews consistently highlight exceptional legal expertise, professionalism, and personalized service. Clients praise the team's strategic insights, responsiveness, and ability to simplify complex matters. Many emphasize trust, integrity, and a client-centered approach, with strong recommendations for business, real estate, and employment law needs. The firm is noted for its collaborative, practical, and empathetic counsel, delivering reliable results across diverse legal challenges.

About This Listing

Business Consulting
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
International Tax
Mergers and Acquisitions
Startups
Non-profits
Real Estate
Professional Services
Technology
Multi-state Experience
Cross-border Taxation

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 Planning
IRS Representation
Entity Structuring
Financial Advisory
International Tax
Mergers and Acquisitions
Startups
Non-profits
Real Estate
Professional Services
Technology
Multi-state Experience
Cross-border Taxation

Contact Information

Address

1 S Almaden Blvd Suite 700

San Jose, California 95113

Hours

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

Customer Reviews

Pros: ? Highly experienced business attorney ? Extremely responsive and fast turnaround ? Thoughtful contract drafting and strategy ? Personable, trustworthy, and easy to work with ? A true asset to any business team Cons: ? None?Michael exceeds expectations in every way Michael Schachter at Strategy Law, LLP helped us rewrite and structure our business contracts to better protect our interests and position the company for long-term success. His deep expertise in business law, corporate contracts, and rea

Michael is incredibly helpful, responsive, and easy to work with. He's the most accessible attorney I've dealt with?quick to respond and always clear in communication. He got us the results we were hoping for and took the time to make sure everything was handled properly. We'll continue to recommend him to friends and family. 10/10.

Brandon and his team have been incredible partners from day one. They've played a critical role in our foundation and continue to set us up for success as we prepare for future funding rounds. Highly recommend.

The team at Strategy has been extremely helpful in taking care of my business's transition to an S-Corp. I almost had nothing to worry about and they took care of the process end-to-end. With several other transitions happening, having them take care of it all was a game changer. They were all very communicative and open to questions. Thanks Michael and team!

Strategy Law is phenomenal! Their team is incredibly knowledgeable, professional, and responsive. They take the time to understand your needs and provide tailored legal strategies that make a difference. I felt confident and well-supported throughout the entire process. If you're looking for a law firm that delivers excellent results and goes above and beyond, I highly recommend Strategy Law!

I couldn't have asked for a more productive and enlightening session, which solidified my trust in Tamara as a legal advisor dedicated to my success. Tamara Pow's MBA and real estate broker license instilled a sense of security in me as a business owner and investor during our consultation. Knowing that she possesses such diverse and comprehensive qualifications reassured me that I was in capable hands. It underscored her ability to provide not just legal counsel, but strategic insights that align with my

I have have had the pleasure of working with Tamara Pow for many years. She and her team are professional, knowledgeable, resourceful, and highly responsive, which is critically important in the real estate world. She is greatly respected in the industry and has been an invaluable partner. I highly recommend Tamara and the team at Strategy Law.

I've been a client of theirs for several years and their service has been phenomenal. They combine legal expertise with genuine care, making complex legal matters more manageable. What really stands out is their integrity and transparency. They always kept me in the loop, offering clear, honest advice. Their team is not only incredibly skilled but also supportive and empathetic, understanding the stress of legal issues. I trust them completely and am grateful for their guidance and support. Highly recommend

We have worked with Tamara Pow for many years and she has always done an excellent job for us and our clients. Besides being extremely knowledgeable, she gets right to the heart of the matter and does not make situations more complicated than they need to be. We are happy to recommend her any time we think she can help.

I highly recommend Tamara Pow for your real estate legal needs. As a commercial real estate agent, I have consistently relied on Tamara for the past 10 years for expert guidance and meticulous attention to detail in various transactions. Her extensive knowledge, professionalism, and unwavering commitment to client satisfaction makes Tamara an invaluable partner in navigating the complexities of commercial real estate law.

Tamara has been my attorney for years now. Her ability to remain calm and see the big picture has helped me tremendously in negotiating several issues over the last few years. She is the ultimate professional and a great advocate. You want Tamara on your side.

I highly recommend Tamara Pow and her team. She helps her clients understand their situation and guides them through the landmines in real estate and business law. She protects her clients, which is what you need in a lawyer. Thanks for everything Tamara!

When I needed complex legal documents explained to me in plain English to support a data science consulting engagement, Tamara Pow was extraordinary. She outlined the issues, gave me direction, and let me put the legal complexities to rest so I could get back to doing data science. Highly recommend Strategy Law and Tamara!

I have known Tamara for several years and have an incredible amount of respect for her. She is a true professional and an expert and what she does. I would not hesitate to hire Tamara and Strategy Law, you will be in great hands!

Tamara and her team have been and continue to be a pleasure to work with and a valued resource for our firm and clients. Every client we have referred has been treated professionally and provided the information and advice they need to make informed decisions.

I highly recommend Serge Filatov and Strategy Law as a legal partner. I've worked with Serge for a number of years now, and the combination of his legal expertise and make-sense approach to law make him a pleasure to work with. Very knowledgeable and professional team.

I have known and worked with Tamara Pow at Strategy Law, LLP, for several years, professionally and personally, and I highly endorse her in the areas of business, real estate, technology and related law. She has an excellent reputation in the community for concierge-level education, advocacy and acting in her clients' best interests.

My company and I have been working with Leiann L. for a number of years at this point. We have had a great experience and since her joining forces with Strategy Law, we have enjoyed the additional areas of expertise! Professional, responsive, and provided clear guidance throughout. Highly recommend for anyone in need of legal assistance.

Tamara Pow and her whole team provide a rare combination of providing extremely high technical expertise along with personal attention from their top experts. I've worked with them on a number of projects and their clients are always left feeling taken care of with their issues resolved in the best way possible. They have pulled together subject matter experts in corporate law, real estate, mergers and acquisitions, labor and other specialties. I highly recommend Strategy Law!

Tamara Pow and Strategy Law are my go to resource for all things legal in the business world. They give great advice, they execute in a timely manner, and their insight and strategy lead to great outcomes for their clients!

Leiann has been a huge asset, like having an expert on speed dial to answer those really tough questions that arise when you own a small business. She's knowledgeable, empathic and really listens to cater her message to your particular situation. Would highly recommend her services.

Tamara is highly skilled and very adept at finding alternatives that produce the best results for her clients. I strongly recommend her especially for corporate and real estate solutions.

Our office has worked with Strategy Law, LLP and more specifically Tamara Pow for the past 8 years. We have always received the highest level of quality and professionalism from Tamara and her team. We engage Strategy Law, LLP to assist our firm with corporate matters and appreciate Tamara's responsiveness and expertise.

Tamara is an amazing attorney, who works tirelessly for her clients. I would recommend anyone seeking a business or real estate attorney to Tamara and her team without hesitation!

Leiann has been an extremely valuable partner in helping us respond to matters in our company and shape our employment policies. She's thoughtful, clear, thorough, and knowledgeable - all things that make for an excellent legal partner.

I've worked with Tamara Pow. Not only is she brilliant. She has the utmost integrity. A great attorney and great person. She has my highest recommendation.

Tamara and her staff are very knowledgeable and professional and they are always ready and available to help. They are very responsive and are ready to provide you with the information you need in a timely manner. They are also very personable and friendly and working with them is a great experience.

Without exception, the attorneys at Strategy Law are perceptive, intelligent, and caring. They help you avoid problems by planning ahead. They make sure you get it right the first time so there are no surprises. When you have a Significant deal on the line you need to invest in Strategy Law to make sure things turn out right.

Serge Filatov is an excellent attorney who has been incredibly helpful to us! We highly recommended him for all your corporate or partnership business needs!

I am a small business owner in Santa Clara. Before I began working with Strategy Law, specifically Tamara, I had a horrific and expensive experience that left me in need of business attorney who's working knowledge and skillful use business law was unquestionable. Tamara and her team found holes in my original filing process and help me re-create my company into a legal business entity. The team includes several attorneys with varying specialties that streamlined my process efficiently in some cases with th

Serge Filatov and the team at Strategy Law very responsive, able to take on complex and time sensitive transactional work with particular expertise in commercial real estate. I would recommend to anyone with this need.

Leiann Laiks is an extraordinary employment attorney, and we have learned so much from her. It is always a pleasure working with her and we feel very lucky to have her on our side!

Leiann Laiks is an exceptional employment attorney. Her professionalism, expertise, and dedication to her clients make her an invaluable asset.

Leiann Laiks's professionalism and expertise relating to Law shines through her work. Highly recommend for all your legal needs.

I'm very impressed with Strategy Laws ability to provide quick and accurate service on our needs. They treat each issue as if it was their own and that's what I like, a team approach and they make you feel like family

Strategy Law has the best attorneys we've ever worked with, Serge is extremely knowledgeable and has saved us from situations that could have been way worse numerous times!

Always great working with Serge and his team on client entity formation, shareholder/partner agreements, business transactions, contracts and other legal matters.

I've worked with Jack and Serge for a number of years. They provide excellent service and guidance, highly recommend if you want the personal and professional care you deserve.

We have been impressed by both the wise professionalism and the down-to-earth practicality of the counsel that every individual at Strategy Law has provided, and grateful for their friendship and camaraderie.

Tamara Pow and Strategy Law provided great support with amending our partnership agreement. I really appreciate the time and counsel.

Tamara Pow is an amazing attorney with excellent communication skills and competencies.

We highly recommend Leiann Laiks as she is one of the most capable and skilled employment attorney we have ever worked with

Leiann Laiks is an asset to our group, extremely dedicated, professional service.

Tamara Pow?s professionalism, expertise, and dedication are truly remarkable.

She does her job very well, I strongly recommend her

Love working with these guys. They were able to help me tackle some of my big issues !!

Very professional. Highly recommend Strategy Law!

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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