Strategic Tax Planning, LLC - Annapolis, Maryland

Address: 839 Bestgate Rd Suite #400A, Annapolis, MD 21401, United States.
Phone: 2024556010.
Website: strategictaxplanning.net.
Specialties: Accounting firm.
Other points of interest: Wheelchair-accessible entrance, Wheelchair-accessible parking lot.
Opinions: This company has 22 reviews on Google My Business.
Average opinion: 5/5.

Location of Strategic Tax Planning, LLC

Strategic Tax Planning, LLC is a well-known and respected accounting firm located at Address: 839 Bestgate Rd Suite #400A, Annapolis, MD 21401, United States. They can be easily contacted at Phone: 2024556010.

The company has established a solid reputation in the industry and offers a range of services, making them a one-stop solution for all your accounting and financial needs. Their website, Website: strategictaxplanning.net, provides detailed information about their specialties and expertise.

One of the key Specialties of Strategic Tax Planning, LLC is their expertise in Strategic Tax Planning. They work closely with their clients to develop customized tax strategies that minimize tax liability and maximize savings. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through smart and effective tax planning.

In addition to their tax planning services, Strategic Tax Planning, LLC also offers a range of other accounting services, including Tax Preparation, Bookkeeping, and Financial Consulting. They have the knowledge and expertise to handle even the most complex accounting needs, making them a valuable partner for any individual or business.

Strategic Tax Planning, LLC is also committed to providing a welcoming and accessible environment for all of their clients. Their location features a Wheelchair-accessible entrance and Wheelchair-accessible parking lot, ensuring that everyone can easily access their services.

When it comes to the opinions of their clients, Strategic Tax Planning, LLC has received rave reviews. With 22 reviews on Google My Business, the company has an impressive Average opinion: 5/5. This speaks volumes about the level of service and expertise that Strategic Tax Planning, LLC provides to their clients.

Reviews of Strategic Tax Planning, LLC

Strategic Tax Planning, LLC - Annapolis, Maryland
Alice Webber
5/5

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.

Strategic Tax Planning, LLC - Annapolis, Maryland
Hervie Cheatham
5/5

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.

Strategic Tax Planning, LLC - Annapolis, Maryland
Cathy Hanna
5/5

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.

Strategic Tax Planning, LLC - Annapolis, Maryland
Saul McCormick
5/5

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.

Strategic Tax Planning, LLC - Annapolis, Maryland
Joe Ostrosky
5/5

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!

Strategic Tax Planning, LLC - Annapolis, Maryland
Mazen Chehab
5/5

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.

Strategic Tax Planning, LLC - Annapolis, Maryland
Dominique Rose Felix
5/5

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.

Strategic Tax Planning, LLC - Annapolis, Maryland
Fiona Hope
5/5

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.

Go up