I've been a client of Strategies for Retirement for over 4 years. The staff have always been…read morefriendly and helpful. Michael is very knowledgeable and available to discuss my personal investment goals. I am extremely pleased with the results so far.

We hired Jeremy at Steel Breeze after we had hired a different CPA in the area who messed up our…read moretaxes the previous year, so Jeremy had to fix things. Jeremy was kind, courteous, reasonable, and went WAY above and beyond to do our taxes this year. Jeremy made sure to take the time to get everything corrected and was very service-oriented. He was on time, patient, and very detail-oriented. I would hire Jeremy again in a heartbeat. So grateful to him!

I can't say enough about Steel Breeze (SB) Accounting and tax frim. I have known the ownership of…read morethis firm for over 20 years and their trustworthiness, attention to detail and knowledge of tax law and accounting practices are not only highly ethical but also efficient. As a small business owner SB is keeping up with our quarterly schedules, reviews the balance sheet monthly and does a fantastic job with your end closeout and filing. Most of all, Jeremy and Chris are always customer service focused and help us to lean forward focusing on our core business so we don't have to worry about the book keeping and accounting. They always make themselves available to us when we have questions and provide sound guidance. I highly endorse SB if you are looking for a business to partner with who will put the same level of dedication into your business that you have. Dave W. President & CEO Stillwater

Great to work with, all completed in a timely manner! Refund quick and easy, staff was very good!read more

Rob and his team are just great. We have been working with them for years, now live out of state…read more We still use this great team. We won't go anywhere else. Simply the best. And always making sure we understand everything.

After working with the same accountant for 30 plus years, I was heartbroken when he passed away…read more Finding someone new felt overwhelming. Unfortunately, my first experience with another accountant was extremely disappointing. This year, I searched Google and found Mr. Castro's office and based on the excellent reviews, convenient location, and professional website I gave him a call. From the moment I met the him, I knew I had made the right decision. He was organized, knowledgeable, patient, and genuinely caring. My tax returns were completed accurately and efficiently, and every document I had entrusted to him was returned neatly organized in a professional folder. That attention to detail alone gave me tremendous peace of mind. What impressed me even more was the exceptional service after my tax return was completed. I had a few other issues that needed to be resolved. Mr. Castro invited me to come to his office early in the morning before hours and on another occasion after hours, because he knew those were the best times to reach these offices. He patiently spent his time helping me work through the issues until everything was successfully resolved. That level of integrity, generosity, and commitment to his clients is rare today. It is such a relief to know that after losing the accountant I trusted for over three decades, I have found someone I can trust again. I recommend this office wholeheartedly to anyone looking for an accountant who is professional, responsive, organized, knowledgeable, and truly cares about the people he serves. Thank you for turning what could have been another stressful tax season into such a positive experience. You have earned a lifelong client!

Walter Castro is knowledgeable and hard working. He is accessible and responsive to clients' needs…read more He is efficient and professional. Most importantly, he is clam, kind, and caring. He has lessened my worry and anxiety many times.

This was our second round of financing working with Jay and team. Jay provided a high level of…read moreengagement, and education throughout our process. His team, including Liz Eckman, fielded countless calls from us throughout our process, and were always willing to spend the time helping us get comfortable with our purchase. Not only this, but the team was also able to help secure our loan in record time. We can unreservedly recommend Jay and team. Thanks.

Jennifer and her team are phenomenal. She gave us all of the help and attention we needed, and…read morepatiently answered our many questions. We are so grateful to her!

Jennifer at Strategy Mortgage was by far the best mortgage broker I've ever worked with. We were…read moreon a short timeline - I mean really short! Jennifer and her team were organized, efficient and outstanding communicators. She came in with BY FAR the best rate, and that was the first time out - even without points she beat her competition hands down. Overall I'd recommend Strategy Mortgage and Jennifer to anyone looking for a mortgage without the headache.

The absolute best tax preparer and book keeper, hands down. If you're looking for a reliable,…read moreknowledgeable and informative service, you've found the right company. With over 25 years of tax preparation experience, you won't be disappointed.

Jowanne is very knowledgeable about everything, she was able to answer most questions I had &…read morewhatever she didn't know she came back to with answers later. She calls back very quickly & her prices are VERY reasonable.

As a freelance comptroller/finance director for small companies and clients, I've worked with James…read moremany years now. I find him easy to work with and efficient and I've never had a trouble getting in touch with him or getting a call back/email response. Highly recommend.

Down to 1 star! After we initially agreed that he will take…read morecare of my taxes for the year 2020, he basically ghosted on me back in April after I tried to inquiry about tax pre-payments. Tried to email and call several times to get updates but no answer whatsoever. Initially I thought they went out of business due to cover-19, but after I saw a recent business update on yelp, I decided to update my review as well.