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Tax Advising

taxes are in our DNA

Our company was founded by a tax focused CPA over 40 years ago and that legacy is alive today.


the meaning



“A professional who specializes in minimizing the amount of cash you spend on taxes and who optimizes the returns made on investments through strategic tax planning.”



“The act of reducing an individual's / business's total taxes by leveraging Integrated Wealth Strategies.”

Everywhere you turn there are taxes and more taxes:

At Strada Financial Group we leverage our unique skill set and imbed “taximizing” into all the services we provde.  It forms the foundation of everything we do.

“The best way to teach your kids about taxes is by eating 30% of their ice cream." - Bill Murray

Individual Returns

Providing clarity to the complex tax laws

Some taxes can be deferred, while others can be managed through tax-smart investing.  

With a carefully crafted plan in conjunction with regular reviews, we may be able to:

Business Returns

Efficient tax planning

Implementing sound tax strategies and managing your tax liabilities are essential to running a successful business.  We understand the challenges you face trying to manage all the different aspects of your business.

Our tax professionals are ready to assist your business with completing the required tax returns, all while minimizing your tax exposure.

We have experience working with the follow business entities:

Man Working on Personal Taxes

Estate & Trust Taxes

Reduce and possibly eliminate

With the right structure in place you may be able to avoid some or all of the expensive estate taxes.  It is important that you understand your options before it is too late.  

A few things to consider are:

Trusts can be a great estate planning tool.  Knowing how the taxation of trusts should be handled can be complicated.  That’s were we come in; our tax professionals are available to assist you with preparing and filing the required returns.

Our Services

Benefiting the Lives of Those We Serve

Investment Management

A partner to oversee your money while you enjoy life.

Financial Planning

Helping you with life’s biggest decisions.

Real Estate Investments

Benefit of ownership without all the hassle.


Strategic advice within reach with your own personal CFO.

Start Investing Today

or give us a call at 503.667.5355

Leaving Site Disclaimer

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of the information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.