Legal & Financial Services – Comprehensive & Coordinated Advice!

Strategic Tax & Accounting LLC clients have the benefit of the affiliated Strategic Professional Advisors firms, Strategic Law LLC and Strategic Financial Planning LLC.  Whatever your age, stage of life, or stage of business, the Strategic Professional Advisors  affiliated firms are here to help you make the right choices for your present and future.

Strategic Law LLC

Business entity Formation & Maintenance

  • Certificate of Formation
  • Tailored Bylaws/Operating Agreements
  • Obtain Tax ID (EIN) Number
  • Annual Resolutions
  • Change in Ownership Documentation
  • Asset Purchase Agreements/Stock Purchase Agreements

Estate Planning & Asset Protection

  • Wills
  • Trusts
  • Power of Attorney
  • Advanced Healthcare Directives
  • Land Deeds

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Strategic Financial Planning LLC

  • Life & Disability Insurance
  • College Funding Plans
  • Retirement Funding Plans
  • Investment Allocation & Management
  • Business Succession Planning
  • Medicare Planning
  • Fee based Financial Planning
  • Legacy Planning

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Contact

If you need help with your taxes, accounting, business or retirement, contact us now!
Get In Touch
UAB Business School
Birmingham Business Journal CEO Awards 2022
Top Tax Service in Birmingham
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Birmingham: 205-502-2800    | Cullman: 256-737-0532
Birmingham: 205-502-2800
Cullman: 256-737-0532
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