The Strebel Planning Group
What we could verify
- Registered business?
- Not found in the state registry search
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- None named on its website
Who they say they serve: real estate (self-reported, from the firm's own website)
1 of 5 answered from a dated source.
Documents 2 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | The Strebel Planning Group | home page | |
| Website | https://strebelcpa.com/ | home page | |
| Office locality | Ithaca, NY | home page | |
| Service area | United States (stated by the firm) | /comprehensive-financial-planning | |
| Phone | +16072751275 | home page | |
| Offers bookkeeping | Documented: ...approach to your unique accounting needs. BUSINESS TAX & CPA SERVICES Outsourced CFO & Bookkeeping Every hour spent agonizing over records, taxes, and payroll, costs money. Let us... | home page | |
| AP / AR | Documented: ...Service Assistant, Financial Services Read more… Crystal Howser Accounting Associate, Accounts Payable & Receivable Clerk Read more… Joey Rivera Accounting Associate, Tax &... | /team | 4 pts (max 4) |
| Payroll coordination | Documented: ...Outsourced CFO & Bookkeeping Every hour spent agonizing over records, taxes, and payroll, costs money. Let us simplify your bookkeeping system, or even work as your CFO. Our... | home page | 4 pts (max 4) |
| Industries served (documented) | real estate | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /comprehensive-financial-planning | 3 pts (max 3) |
| What is included / excluded | Documented: ...affairs are in order by Ithaca’s top financial professionals. Personal CFO services include: • Checking and paying bills • Bank reconciliations, • Checking credit card statements •... | /individual-tax-and-accounting-services | 5 pts (max 5) |
| Named contact / team | James Hoepfinger, CPA | /team | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Month-end close + reporting (0 pts, max 6); Software supported (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
- Not verified. Searched New York Department of State active corporations (data.ny.gov n9v6-gdp6) for 'The Strebel Planning Group' on 2026-09-26: no matching record (State business registry): Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6).
Check it yourself on the state's own records: New York State Education Department, Office of the Professions, State Board for Public Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 24 evidenced items come from The Strebel Planning Group's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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