Strategic Tax & Accounting

Strategic Tax & Accounting, LLC was founded in November 2016 based on a vision to serve small business owners, entrepreneurs, investors, and individuals with complex tax situations who were underserved by the accounting industry. The firm has grown from a one-person CPA practice with 3 employees to being listed in the Birmingham Business Journal's Book of Lists as one 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. The firm has won numerous awards for revenue growth and client service. Strategic Tax & Accounting operates with core values emphasizing that clients matter, team members matter, community matters, and integrity matters. The firm provides comprehensive tax services including quality income tax preparation using multi-stage review processes, advanced tax reduction planning utilizing strategies such as S corporations, 1031 exchanges, and bonus depreciation, unfiled prior-year returns, return reviews and amendments, and IRS and state audit representation for annual clients. Business accounting services include outsourced accounting, financial reporting, and bookkeeping. The firm operates offices in Birmingham and Cullman, Alabama, with a team of credentialed tax and accounting professionals including CPAs and EAs. Management includes Brett Sheedy as CEO and Director of Planning & Advisory Services, Eric Daniels as Director of Business Accounting, Misty Davis as Chief Operating Officer, and Scott Rutherford as Director of Tax Services.