We are the Trusted Partner of your Financial Wellness Team.
Our customers are at the heart of everything we do. Our team is dedicated to providing exceptional customer service and creating a positive experience for every client. We pride ourselves on our commitment to pro-active communication, always keeping you informed throughout the process.
From the start, we focus on delivering amazing value, ensuring our services are tailored to your unique needs and budget.
Our team of experts is committed to being truthful and trustworthy in all our dealings, and we prioritize integrity and transparency in every aspect of our work.
We are dedicated to customer satisfaction, and we work tirelessly to exceed expectations and deliver exceptional results. Our team is here to provide guidance and support every step of the way, ensuring that you have the tools and resources you need to succeed.
Strategic Tax & Accounting Group is committed to delivering the highest level of customer service and building lasting relationships with our clients.
The talented experts behind our service.
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Strategic Tax & Accounting Group is not your typical firm. We provide more than just tax preparation. Our innovative and proactive approach to tax planning and accounting services ensures year-round support that goes beyond the ordinary. Trust us to elevate your finances with our strategic approach and next-level solutions.
Be proactive, not reactive; get year-round tax planning advice to keep more money in your pocket.
Get a professional & hassle-free bookkeeping service so you can grow your business with confidence.
Greetings! I am very excited and honored for the opportunity to meet and work with you. I will provide you with expert level and proactive small business bookkeeping, tax (Individual and Entity), and accounting services.
The #1 thing I enjoy about my job is helping my clients meet their goals. I have assembled a small team of professionals to help provide you with the expertise and services that you need.
A little bit about me - I grew up in Davis California and my roots are in Northern California. I am a former United States Air Force Officer, and have 15 years of experience in public accounting and 2 years in wealth management as a CFO/Tax Director and in commercial real estate as a Controller.
I have a Bachelor of Arts in Political Science from CSU, Chico, a Bachelor of Science in Accounting from University of Maryland and a Master’s degree in Computer Information Systems Management from Webster University.
I am currently pursuing my Doctorate in Business Administration in Financial Management from North Central University.
I am an Enrolled Agent (EA), which means that I am certified nationally by the United States Treasury to represent clients before the Internal Revenue Service. EA’s are recognized as in-depth tax experts across the country. I have 2 very smart and athletic fraternal twin 14-year-old boys.
In my free time I enjoy watching my boys play basketball and baseball. I like to go hunting, fishing, golfing, hiking, camping, travel and weight training at the gym.
I am also a member (just barely!) of the Yurok Indian Tribe. My mom is from Humboldt County and my dad is from St Helena. They are now happily retired and live in Coeur d' Alene Idaho.
Once again, I look forward to meeting you, providing you a valuable service, and being a part of your financial wellness team!
Isaac Drake founded Drake Fiduciary Accounting & Consulting in 2018. Isaac was born and raised on the Monterey Peninsula.
He Obtained his Masters in Accounting, concentration in Forensic Accounting, from Florida Atlantic University. As a Certified Fraud Examiner (CFE) and CRTP, Isaac has expertise in income tax for businesses and individuals, trust administration, trust litigation regarding trust accountings and forensic accounting matters.
Isaac’s expertise is asset to the firm and importantly to your financial wellness team in helping you meet your goals.
When Isaac is not working, he enjoys playing golf, hunting, and spending time with his wife Trista and their daughters Georgia and Savanah.
Tara has over 15 years of experience in the accounting field with extensive work with nonprofits, the healthcare industry and small businesses.
She is a Certified Public Accountant (CPA), and received her Master’s in Accounting degree from Liberty University.
Tara is well versed with General Accepted Accounting Principles (GAAP)and is an expert in helping clients keep perfect accounting records with bookkeeping, accounting services, audit support, financial statements, payroll, account reconciliations, and internal controls.
In her free time, Tara enjoys reading and activities with her family.
