What We Do


Strategic Tax & Accounting provides a multitude of services to our clients. Whether you need tax services, accounting and bookkeeping services, business structure consulting or retirement planning, we have the knowledge and experience you need.

Tax Services

Whether you have a simple individual tax return, a small business tax return with no formal books, or a complex business tax return with full financial statements, we will provide quick, convenient and affordable tax preparation, with innovative tax planning, elections and advice intended to make sure you are paying the lowest income taxes under the law, and appropriate to your unique situation.

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Accounting, Bookkeeping,
Sales Tax & Payroll

We can help keep track of your income and expenses, and provide monthly financial statements to you know how your business is doing, analyze your operations, and have year-to-date financials ready any time you need them for financing. We can also take care of monthly, quarterly and annual filings like payroll, sales tax, alcohol tax, business licenses, privilege tax and business personal property tax.

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We can perform payroll for your employees, do the bank reconciliations for the checking account and enter adjusting journal entries as necessary.

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Business Start-Ups
& Business Consulting

We can provide advice, services, and be your sounding board for business start-ups, business restructuring, sales of a business and other business decisions. Out of our owner’s separate law firm, he can set up a business entity LLC, Corporation, or Non-profit Corporation. We can then obtain all the necessary tax numbers, such as a Federal Tax Identification Number, Sales Tax Number, or Payroll Account Number.

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Covid-19 Disaster Relief

The pandemic has inflicted a lot of worries when it comes to finances, but your business doesn’t have to struggle. Strategic Tax & Accounting is here for you, and we want to see you succeed.

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If you need help with your taxes, accounting, business or retirement, contact us now!
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UAB Business School
Birmingham Business Journal CEO Awards 2022
Birmingham Business Journal CEO Awards 2022