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Strebel Planning Group

  1. Tompkins County
  2. Tompkins County Finance
  3. Tompkins County Accounting

Reviews, get directions and information for Strebel Planning Group

Strebel Planning Group

About

The Strebel Planning Group takes a "whole person" approach to the business of money.

Story

The Strebel Planning Group was established in 1986. Our services include Financial Planning, Investment Management, Accounting, Tax Preparation, Bookkeeping, and Business Coaching. We are uniquely different as you your accountant and your financial advisor can consult one another to ensure the very best plan for you.

Business owners seek us out as coaches who assist in coordinating the strategic with the pragmatic, resulting in a more productive, successful and pleasant entrepreneurial life.

Achieve your financial success! Go beyond just getting your taxes done, have a plan and live for today.

Address: 944 Dryden Rd, Ithaca, NY 14850, USA
Phone: (607) 275-1275
moc.apcleberts@stluser
State: New York
County: Tompkins County
Zip Code: 14850


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Reviews
The Strebel Planning Group is a terrific organization. They are calm, kind, reliable, supportive, welcoming, and I have always been happy with their services. Their office is beautiful and peaceful but not ostentatious, and they are excellent hosts so it is easy to be comfortable while doing business there. They explain things clearly and work with the client at the client's own level. I never mind that they are not right downtown because the way there is so pretty and the destination so pleasant.
8 years ago (10-10-2017)
Chris Strebel and his team have been doing my taxes for about eight years. Our return is complex since my wife and I are self employed and our investments are varied. Chris has always responded to my questions quickly and has been ready to offer advice that has always proven helpful. His integrity and intelligence makes him easy to trust and the staff has always been helpful. I highly recommend him to my friends all the time.
8 years ago (24-10-2017)
I cannot recommend Strebel and Strebel highly enough! I suddenly found myself responsible for filing five years of taxes for an elderly relative. I didn't know what was needed nor how to obtain what was needed. They were incredibly helpful, patient and very good natured! It took a few months to gather all of the documentation and they were in constant contact with me, checking in to be sure I had the information needed. My calls for help and additional information were always answered right away. I found their fee for all of this work very reasonable too. An added delight is the variety of snacks they always have at their office. I would definitely use their tax services again.
8 years ago (29-08-2017)
I moved my tax filings to Strebel from a much more expensive company in town, feeling that I wasn't getting all that much for my extra expense. As it turns out, Strebel not only saved me money on fees, they actually have done a much better job in terms of helping me understand broader financial decisions, performance of investments, and the right strategies to use so that I just won't pay more tax than I should. Beyond that, they stepped in to help a relative of mine whose accountant got overwhelmed and messed up her accounting in a dreadful way; I was very impressed at how quickly they had her back on track. So five stars in my book!
8 years ago (28-09-2017)
Efficient and easy to work with for tax preparation. Was able to submit everything online, but could still get in touch with actual people when I had questions.
8 years ago (14-09-2017)
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