Birmingham: 205-502-2800 | Cullman: 256-737-0532
Birmingham Tax Client PortalCullman Tax Client PortalMonthly Business Accounting Services PortalBirmingham Tax Client PortalCullman Tax Client PortalMonthly Business Accounting Services PortalStrategic Tax & Accounting, LLC was founded in November of 2016 based on a vision for a tax and accounting firm that served small business owners, entrepreneurs, investors and individuals with complex tax situations who were underserved by the accounting industry.
Strategic Tax & Accounting LLC was created to provide small business owners, entrepreneurs, investors and individuals with complex tax situations with reliable, local, relationship-based tax preparation and business accounting services, with optional high-level tax, business, financial and legal advisory services. Its purpose is to provide its clients with peace of mind in its accounting services, while also helping them achieve their goals in tax savings, business success, building wealth, and protecting and providing a legacy for those that depend on them.
Since its founding, Strategic Tax & Accounting has grown from a one man CPA firm with 3 employees, to a multiple office, multi-million dollar revenue CPA firm with over 20 employees, which has been listed in the Birmingham Business Journals Book of Lists as oe of the largest CPA firms in the Birmingham Metro area and named by Business Alabama as one of the largest CPA firms in the State of Alabama. It has also won many awards for revenue growth and client service, which can be viewed on the “Our Founder & Awards” page.
Strategic Tax & Accounting LLC’s mission is to provide high-quality tax preparation and business accounting services appropriate for small business owners, entrepreneurs, investors and individuals with complex tax situations for predictable, transparent and consistent fees, delivered in a timely manner, utilizing the best processes, software and managed services to maximize quality, efficiency and client convenience, with the capability to offer a professional advisory relationship with highly qualified and experienced professionals in tax planning, tax reduction, business consulting, retirement planning, financial planning and estate planning.
We believe that providing quality client service and advice makes a difference in our clients' business, personal finances, and quality of life. We believe that by providing those services and advice in an accurate, timely and reliable manner, our clients are given peace of mind about their accounting records and potential tax liability, and are able to plan for the future and focus on achieving financial and personal success.
We believe in a team approach with an open exchange of knowledge and ideas across all levels of the Firm, with each team member taking personal accountability for their work and behavior, completing the responsibilities of their position to the best of their ability while supporting their coworkers in succeeding. We believe that by mentoring and developing others, we can achieve consistent and sustainable success individually and as a group. We believe that by providing opportunity for development and growth of team members, the whole team will better achieve their career and personal goals.
We believe in being involved in the communities we serve, and giving back by supporting local charities, schools, churches and other tax-exempt organizations. We believe that by sharing our success and being active in our communities, both as a firm and individually, we can make a difference in the communities we serve.
We believe in being conscientious and operating with professionalism, honesty and kindness; consistently producing quality work at reasonable, predictable, and consistent fees. We believe in accountability, delivering what we promised when we promised, and quickly informing clients of any required changes in what we promised to deliver and when. In every situation, with clients, team members, or the community, we believe in asking ourselves first, “What is the right thing to do.”
