Hear from our Clients

At first I was apprehensive about the process of filing for an ERC credit with the IRS. The staff at Strategic Tax Planning were extremely helpful and assuring throughout the process. ANISSA BURDETT has been fabulous keeping in touch during the waiting game for the IRS to process our filing, and helpful with bumps along the way with different issues from the government. Very SATISFIED!!

Anissa is amazing, flexible and very easy to work with. She understands customer service. Amazing Professional.

Strategic Tax Planning has been wonderful to work with. They are professional, task oriented, and very good about communicating the process, the intricacies and updating us on what is happening. I would highly recommend.

Excellent communications, keeping us informed of all the government delays. We received everything they said we would qualify for. Definitely, experts in their field.

The entire team company is filled with professionals that really work to take care of your needs. Every single person I had communications with were prompt and always were able to answer the questions. We ended up receiving more than we anticipated from the ERC filings. I recommend with full confidence.

Great, timely and professional service. Anissa Burdett was absolutely a pleasure to work with. She has treated us in a very personal way, as if we were family. She invested xtra time and care to answer any questions we had and assured us throughout the process along the way. This company provides a team of experts, that can advice you on various tax issues. Highly recommended.

Anissa was pleasant and professional in my dealings with her.

Very professional and helpful through the lengthy ERC process.

Wonderful experience! Considering the word wonderful is used in the same sentence as taxes, it should speak volumes.

Great experience working with this tax firm. Anissa and everyone on their team was great and very easy to work with. Would definitely recommend their services!

I am writing this letter to express my deepest gratitude for the tremendous efforts Scott devoted throughout the entire process of obtaining the loan.We rarely come across individuals who possess the expertise, dedication and the commitment to ensure positive outcomes despite the hurdles and hindrances we experienced during the long process.Scott was able to answer my questions very clearly and precisely, this in turn helped me complete complicated paperwork easily.He was also instrumental in helping me understand how the loan would work and assisted me in making informed decisions to avoid unnecessary delays.I sincerely appreciate your hard work and dedication in helping Accelerated Imaging obtain the loan.Sincerely,Ani Mirzaian

Highly recommend Strategic Tax Planning, LLC! Seamless process in applying for the Employee Retention Credit.

I highly recommend Daisey Cordoba and the knowledgeable Staff at Strategic Tax Planning. They have gone above and beyond to service the needs of our Small Business.

Couldn’t be happier with this company. Our ERC refunds were handled with extreme clarity, professionalism. From the start I was confident and glad I was referred to them. Previous firm had told me that our organization did NOT qualify and dropped our filings. Strategic took it on and handled it perfectly where we ended up with over 28k in IRS refund Checks.Sincere gratitude to you all.

This company has proven to be as good as they say they are. Very professional, excellent customer service and they provide precise and accurate services which was extremely important in receiving my ERC refund.

Strategic Tax Planning is an amazing company to work. They're communication and commitment is a 10 plus!

I had the pleasure of working with Stefanie Ercolano to secure ERC refunds for three of my small businesses. Stefanie was extremely organized and detail oriented, which really helped make things smooth and efficient. Throughout the process I also worked with several other team members and subject matter experts who were equally knowledgable and responsive. I would highly recommend Strategic Tax Planning for any tax related needs.

Excellent! All throughout the process we had clear and frequent communication and got back everything as promised.

I highly recommend Strategic Tax Planning, LLC. Processing our Employee Retention Credit paperwork was easy. Rachael Cassell, in particular was very helpful.

We are very happy with the service, care and results of Strategic Tax Planning! We were skeptical at first, but they did everything they said they'd do. Jasmine Pratt was particularly helpful and was always prompt when answering out questions.

Working with Caitlin and her team on our ERC refund was great. They were informative, timely and so easy to work with. We provided data and they did all of the work. We can't thank them enough!

Great experience working with Strategic Tax Planning

“My business had the pleasure of using Strategic Tax Planning to handle our Employee Retention Credit filing. They were extremely thorough and professional. Our point of contact, Jasmine Pratt was responsive and led us through the process. I highly recommend the firm.” - Saul McCormick

We had an amazing experience working with Stefanie at Strategic Tax. We have two small companies that had ERTC set up with our payroll company, but with all of the changes in the program over time, our payroll company didn't maximize all of our potential refunds. Enter Strategic Tax.We received funds we didn't even realize we were entitled to which helped us continue operating and pay down debts accrued during COVID. The team was patient, yet persistent, as they navigated the system with knowledge and ease.Highly recommend working with them.

Highly recommended. Strategic Tax Planning helped me through the ERC process and I was able to get a significant tax credit. They were actually recommended to me by my own accountant. Scott Rohrer and the rest of the employees that helped in the process were very much on top of things and extremely helpful. Fee was reasonable. Definitely a good experience.

The most helpful experience possible!  The staff was incredible and very communicative. They made this long process seem easy and their follow through has been brilliant.

Very easy to work with. They got my company over 150k. I highly recommend them. At least call them. They take care of everything. We really didn't have to do anything. Thanks STP!!!!

“Strategic Tax Planning assisted us with filing our Employee Retention Tax Credit. With their help, we were able to file for additional funds that would have been left on the table. They took the time to make sure I was comfortable with the process and calculations. They were true partners in this process and would highly recommend their services.” - Cathy Hanna

I was skeptical that our small, nonprofit organization would be eligible for an employee tax credit, but Stefanie Ercolino and the crew at Strategic Tax Planning encouraged me to try - all at their expense. After conducting a thorough review of our personnel records for the relevant years, Stefanie determined that we are eligible to receive over an $100,000 refund!! Thank you for persevering, Stefanie and all!

I am having a very satisfying experience with strategic tax planning. All of the staff is competent polite and does what they say they're going To Do.You would be well advised to use them for any.Tax issue

“We applied for our ERC with Ms. Stefanie Ercolano from Strategic tax planning in February 2023. The process was really smooth and quick and their team was really responsive and helpful throughout the way. We are set to receive our refunds soon! I definetly recommend this firm. For reference we are a construction company located in Seattle, WA.” - Fiona Hope

“All the staff was very helpful , efficient, always quick to respond especially Stefanie Ercolano and Lilli Steinberg went above and beyond to help me in this process which I had many challenges as I changed Accountants and Payroll companies 2019, 2020” - Beauty Swe

“Absolutely impressed by how efficient and reliable their team is! Always responding to every email, taking time to explain, check and verify. Business owners on our street got multiple refunds, including us! Thank you!” - Asta Venclovaite

“Strategic Tax Planning was great to work with in navigating the ERC refund process.  They were very clear what documents were needed and made it easy to upload them to their system.   They gave us a quote on both what our costs would be and what we could expect in refunds.  We filed on December 15, 2022.  We received our refunds from the IRS the first week of June 2023. I would recommend them to anyone considering filing.” - Alice Webber

Working with Brad and team has been pretty seamless.  They are very knowledgeable regarding the ERTC and we were glad to recieve our refund for both store locations.