Alita Stratton

Alita Stratton is a Senior Manager in the Private Client Services Group. With over 20 years of experience. Alita is responsible for tax planning, compliance and outsourced CFO accounting services for a wide variety of entities, including closely held businesses, family limited partnerships, individuals, trust and estates.

Prior to joining the firm, Alita was the Manager of Outsourced CFO Services with Goldin Peiser & Peiser (GPP), a leading full-service audit and accounting firm in Dallas. Alita was responsible with expanding the firm’s CFO advisory service offerings and served leader of the firm’s medical and dental practice. Prior to working at GPP, she spent 12 years as a CFO and controller in industry, and eight years providing audit, tax, and special engagement services for clients in a variety of industries, including real estate, health care, oil and gas, and nonprofit, and has extensive knowledge in the automotive and manufacturing industries.

Alita’s broad-based experience translates into a diverse skill set. She is a dedicated advisor able to provide practical business advice to her clients in both tax and accounting. Alita prides herself on exceptional client service, and is always looking for ways to streamline and gain efficiencies as for her clients businesses.

Alita has authored the E-books, Future Proofing the Family Office and The Changing Sales and Use Tax Environment: What Every Business Owner Should Understand and. has presented webinars, including Overview of Federal & State Stimulus Program, and Cost Benefit Approach to PPP Loan Forgiveness.