Accounting
Less than $10,000
Dec. 2021 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They have a great process."

Mar 3, 2022

VP of Business Dev, Green Leaf Payroll & Business Solutions

Tyler Priest

Business services
San Diego, California
11-50 Employees
Phone Interview
Verified

Strike Tax Advisory is helping a business solutions company to secure their additional tax credits. The client has given them access to their tax returns through Quickbooks.

Strike Tax Advisory has been impressed with the team's speed and ability to help them get tax credits. The team is professional, which allows them to maintain a harmonious and fruitful partnership.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the VP of business development at a business solutions company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Strike Tax Advisory?

We were trying to get additional tax credits that we might be eligible for.

SOLUTION

What was the scope of their involvement?

They provide tax consulting services so that we can get additional tax credits. We give Strike Tax Advisory access to our tax returns and we use QuickBooks for that.

What is the team composition?

We’re working with Ryan (Associate Director).

How did you come to work with Strike Tax Advisory?

We were introduced to their team by one of our clients who had successfully received his tax credits.

How much have you invested with them?

We’ve spent $3,000.

What is the status of this engagement?

We began working with them in December 2021, and we continue to collaborate.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Strike Tax Advisory is doing a great job of moving quickly and finding the best way to get tax credits.

How did Strike Tax Advisory perform from a project management standpoint?

They have a great process, and we communicate through email, Zoom, and Dropbox.

What did you find most impressive about them?

The fact that they’ve been referred to us has been impressive. We’ve been able to hear how professional they are through one of our clients. Our client has also shared that they’ve had no issues getting their tax credits because of the team.

Are there any areas they could improve?

We were looking to use them for another tax credit, but it didn’t seem like they were able to get as close as another firm.

Do you have any advice for potential customers?

Be fast and be clear on the deadlines. In our engagement, I’m the one who sets the deadlines, and we figure out if it’s possible to work around that.

RATINGS

5.0

Strike Tax Advisory

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