Strebel & Strebel CPAs, the accounting company within The Strebel Planning Group, is dedicated to helping businesses and individuals make the most of their money through intrinsic financial planning for all your professional and personal needs.

Successful tax-preparation and planning requires much more than filling in forms or entering information into software. Strebel & Strebel CPA’s are highly skilled and accomplished tax preparers and planners. Between our in-house experts, fantastic support staff and wide reaching network, we have the business model and resources to provide you with the highest level of service.

Accounting and Tax Services for Individuals and Families

We offer a wide variety of tax-preparation and planning services, and work with our clients throughout the year to identify effective tax planning strategies for retirement, charitable giving, education funding, and real estate transactions.

Our expert staff can help you with any of the following services:

• Federal, state and international filings
• Tax planning for estates and trusts
• Gift-tax returns
• Education planning
• Retirement tax planning
• Strategic tax planning
• Representation before the IRS, state and local taxing authorities
• Bookkeeping
• Planning for real estate and real estate professionals
• Charitable giving strategies
• Planning for closely-held business interests

Why You Should Use a CPA

We speak your language. We work, live, and raise our families in the community we share and grapple with the same economic issues you do. We apply our skills every day to our own, real-life situations and are great at untangling financial, as well as non-financial puzzles and illustrating the total picture with clarity and objectivity. Whether you are struggling with questions about how to chart the future of a rapidly growing business, or trying to ensure a grandchild’s education, our CPA’s can help you assess your options.

What Is a CPA?

A Certified Public Account (CPA) is distinguished from other accounting practitioners by strict licensing regulations. To receive a CPA designation, it’s necessary to pass a rigorous national exam and meet stringent experience requirements in addition to completing a five-year course of study in a college or university. To maintain licenses, CPAs pursue continuing professional education requirements, keeping us current with the latest business and related issues.

CPAs are governed by a strict code of professional ethics that emphasizes their commitment to serve the public and protect the public interest. One of the most demanding found in any field, this code embodies the hallmarks of the accounting profession: competence, independence, objectivity and integrity. Rest assured knowing that everyday, the professionals at Strebel & Strebel CPAs have the required knowledge and expertise to successfully serve our clients.

Personal CFO Services

Spend more time doing what you love and enjoy greater peace of mind by utilizing our affordable CFO strategies. We want you to think of Strebel & Strebel as your personal “CFO” [Chief Financial Officer]. Our role is to help stabilize your finances and keep you up-to-date.

Our personal CFO services take responsibility for everyday finances for you or a loved one. We eliminate the headaches and worry, and all your information is protected and confidential. You’ll feel secure knowing your financial affairs are in order by Ithaca’s top financial professionals.

Personal CFO services include:

• Checking and paying bills
• Bank reconciliations,
• Checking credit card statements
• Verifying deposits
• Interest payments
• Keeping track of dividends, stock portfolios, brokerage statements, storage of life records in our virtual vault
• Compiling documents for your accountant
• Other related services which you may wish to have tailored to your particular needs.

Let professionals handle your household finances. By tracking your financial requirements, we’ll help you reduce the chance for errors and duplicate payments, and to avoid costly overdraft fees.

Security is our top priority

At Strebel & Strebel, all sensitive communication is sent and received using a secure tool only accessible by you and those you authorize. Status reports will be issued regularly to you and/or anyone you choose. Sleep well knowing your personal business matters are being taken care of in a timely fashion.

Elite Concierge Service

Created out of demand for clients who are looking for our high level services in one premier platform, we provide exclusive time with our Financial Planners, Accountants, Coaches, CFO, and Operations Manager and guides you through a unique, custom delivered discovery process, designed needs and preferences.

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