About Our Firm

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.

Firm Values 

Clients Matter

We believe that by providing excellent client service and advice, we make a difference in our client’s quality of life. We believe that by providing those services and advice in a timely and reliable manner, our clients can use that information to plan for the future; stop worrying about their accounting and tax obligations; and focus on achieving business or personal financial success. 

Integrity Matters

We believe in being conscientious and operating with integrity, professionalism, and honesty, consistently producing quality work at reasonable, predictable, and consistent fees. We believe in accountability, meeting deadlines, delivering what we promised, and in every situation, asking first “what is the right thing to do?”

Teamwork Matters

We believe in a One Firm Approach with an open exchange of ideas across all levels of our organization and that each team member, by taking personal responsibility for their performance and by collaborating with and assisting others in their performance, can achieve consistent, sustainable success for our entire organization. We believe that by providing opportunity for development, growth, and accountability of our team members, we can make a difference in their achieving personal and professional growth and achieving success as they define it in their personal and professional life.

Community Matters

We believe that by being involved in and giving back to our communities. We believe that by sharing our success, and being active in our communities, both as a firm and individually, we can make a difference to our community, being a source of strength, hope, and help to one another.

Contact

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