About

History

Strategic Tax & Accounting, LLC was founded in 2016 by Brett S. Sheedy, CPA, JD, LLM, MBA (Bio). Brett observed through his years working in the accounting industry that it had evolved in the 2000s, in a way that was leaving small business, entrepreneurs and individual investors feeling unimportant or overcharged by big firms. And underserved and needing more guidance than can be obtained through online or national chain stores.

Brett set out to create a local relationship-based accounting firm that provides basic tax return preparation, bookkeeping, sales tax and payroll services you need. But with efficient processes and procedures that allow timely delivery with transparent and predictable fees that are appropriate for small business owners, entrepreneurs and individual investors. While also having the knowledge and expertise of a larger firm for those who need it. The result is Strategic Tax & Accounting, LLC.

Vision

There has been a growing gap in accounting services offered from the two fastest growing options, big firms and online. Big traditional CPA firms are increasingly not providing individual tax preparation services or accounting services for small businesses, or only taking them on with fees that are not appropriate for most individuals and small businesses. This leaves them with a choice between small one-man local CPA firms that may not be creative or aggressive enough on tax reduction strategies, and who may not be able to offer continuity if they retire; or doing it themselves through online options.

Strategic Tax & Accounting, LLC was created to give these individuals and business owners a local tax preparation and accounting services provider to meet their basic needs at reasonable prices. And from a firm that also has the resources and knowledge to provide an advisor relationship, to give high-level tax planning, tax reduction, business consulting and retirement planning large firm clients expect.  A firm that is large enough to provide stability and resources, while also focusing on the common man making a living, helping him grow individual wealth and financial stability, not just catering to big business and big money clients.

Mission

Our mission is to offer convenient, efficient and high-quality tax preparation and accounting services appropriate for small business owners, entrepreneurs and individual investors for predictable, transparent and consistent fees in a responsive and efficient manner while maintaining the ability to also provide local advisory relationships to respond to complex tax reduction, business structure, retirement, business succession and related planning needs from highly qualified and experienced professionals.

Contact

If you need help with your taxes, accounting, business or retirement, contact us now!
Get In Touch
Top Tax Service in Birmingham