Strategic Tax & Accounting, LLC

10/21/2026

Your time is better spent running your business than untangling your finances. Strategic Tax & Accounting brings the strategy, expertise, and clarity to help you spend less time worrying about the numbers and more time focused on what matters. 🙌

10/19/2026

For high-earning business owners and professionals, proactive tax planning can be an important part of the broader financial picture. Strategic Tax & Accounting’s new Strategic Tax Planning Program provides year-round tax planning and dedicated advisory support, while clients can also access a broader range of professional services through its affiliated professional firms, Strategic Law, LLC, and Strategic Financial, LLC.

🏛️ Strategic Law, LLC provides business law, tax law, asset protection, and estate planning services.

📈 Strategic Financial, LLC provides financial and investment planning services as an Alabama-registered investment adviser.
“This multidisciplinary family of professional firms allows us to convert the tax savings created through the Strategic Tax Planning Program into wealth-building strategies to ensure a stable and secure financial future, without having to find outside professionals to draft documents or open accounts,” said Brett Sheedy, CPA, PFS, CFP®, MBA, JD, LL.M., CEO and Director of Planning & Advisory Services for Strategic Tax & Accounting. “That combination of real tax savings first, followed by integrated wealth building and legacy planning, all out of one office, is what sets us apart.”
If you’re a business owner or high earner paying substantial income taxes and looking for a more proactive strategy, now is the time to start the conversation. Schedule an initial consultation with Strategic Tax & Accounting by calling the Birmingham office at (205) 502-2800, the Cullman office at (256) 737-0532, or visiting www.strategictaxllc.com.
*Prospective clients should have their most recently filed tax return available for the initial consultation.

10/13/2026

There’s no reason to wait until December to start thinking about year-end finances.

Strategic Tax & Accounting is here to help review your books, reconcile your accounts, and address any outstanding financial questions while there’s still time to plan.

Make year-end planning part of your business strategy, not a last-minute scramble. 🗃️

10/09/2026

Wherever you started in business, your goals and needs will evolve as your business grows. Along the way, your tax strategy, benefits, and accounting processes may need to evolve too. 📈

Strategic Tax & Accounting can provide guidance at each stage and help your financial systems grow alongside your business.

10/03/2026

Small financial oversights can create bigger problems over time. Here are five common bookkeeping mistakes business owners should avoid:

❌ Ignoring cash flow management
❌ Failing to reconcile bank accounts
❌ Poor invoice and payment management
❌ Trying to handle everything without professional help
❌ Mixing personal and business finances

The scariest part? These mistakes can linger quietly until they become much bigger problems. This fall, give your books a clean slate. Strategic Tax & Accounting can help uncover what’s been overlooked and put your financials back on solid ground.

10/01/2026

⏰ The October 15 tax deadline is approaching!

If you filed an extension for your 2025 tax return, October 15 is the deadline to submit your completed return. With just two weeks to go, now is the time to make sure your tax documents are in order and your return is ready to file.

Schedule your appointment with Strategic Tax & Accounting and take the stress out of your extended tax deadline.

09/30/2026

Strategic Tax & Accounting is introducing its Strategic Tax Planning Program, a year-round advisory service designed for high-earning business owners, investors and professionals who want to take a proactive approach to reducing their tax liability! 🌟

The process starts with a comprehensive Tax Assessment that looks beyond the numbers on a tax return. By reviewing previous returns, analyzing current financial circumstances and projecting the current year’s tax liability, Strategic Tax & Accounting can identify opportunities that may otherwise go overlooked and develop a personalized plan to help significantly reduce taxes.

“Business owners paying $50,000 or even hundreds of thousands of dollars in income taxes through withholding, estimated payments, or a payment when they file, often only know what they paid or were refunded with their tax return. Most don’t realize how much tax they actually paid, or that they are overpaying, often by tens of thousands of dollars every year. There is a better way,” said Brett Sheedy, CPA, PFS, CFP®, MBA, JD, LL.M., CEO and Director of Planning & Advisory Services for Strategic Tax & Accounting. “Tax preparation only looks backward. It reports what has already happened, when the ability to change the tax result is very limited. Tax planning starts in the current year looking forward to the next tax return and proactively changes the outcome.”

Ready to take a more strategic approach to your taxes? Contact Strategic Tax & Accounting to learn how proactive tax planning may help reduce your tax liability.

Stay tuned for more details on the new Strategic Tax Planning Program.

09/25/2026

We’re proud to celebrate 5 years of our Cullman office! 🎉

A big thank you to the Cullman Area Chamber of Commerce & Visitor Center for featuring Strategic Tax & Accounting and recognizing our team’s commitment to providing strategic tax planning, accounting and financial guidance.

We’re grateful to be part of the Cullman community and look forward to continuing to serve the individuals and businesses who trust us with their financial goals. 💙

✨ Member Spotlight ✨

Strategic Tax & Accounting, LLC celebrates 5 years in Cullman this month!

Voted Cullman Times Best of the Best in Accounting Services last year and Best of the Best in Tax Preparation this year, Strategic Tax & Accounting LLC is a Certified Public Accounting firm specializing in tax reduction strategies for business owners, professional services providers, and investors who pay too much in income tax without advanced tax strategies and tax planning.

Strategic Tax & Accounting LLC has onsite Enrolled Agents, a Certified Public Accountant, a Tax Attorney, and a CFP® professional, not only to ensure you pay the lowest tax possible, but also to provide comprehensive and coordinated advice about all your tax planning, financial planning, business planning, and estate planning in one place.

If you need more from your tax preparer than numbers entered into boxes on a form with no high-level tax reduction advice and planning, contact our team today! 256-737-0532

09/22/2026

September is the perfect time to get ahead of tax season. 📊🍂

From reviewing benefits and contributions to planning for charitable giving and potential tax law changes, proactive planning now can help maximize savings and avoid last-minute surprises.

Ready to plan ahead? Connect with the Strategic Tax & Accounting team today.

09/18/2026

Start a business, buy a business, and grow a business with Strategic Tax & Accounting.

Every stage of business comes with different questions and challenges and through our business consulting services, we provide the information and tools you need to make informed decisions and keep your business moving in the right direction.

From getting started to planning your next chapter, we’re here to help you navigate what’s next. 🌟