Randall and Debra,…read more It was a pleasure working with both of you who are so capable and willing to go the extra distance, working so hard! Thank you again! Barbara Schilling

I was very happy, if one can use that word in the same sentence with taxes, with the services I…read morereceived here. I'm relieved it's over with for another year!

I'm going on 5/5 because this is the best place to successfully do your taxes in Birmingham. They…read morekeep me in line with my taxes and everyone who works there is great!

I worked with J&B Tax Accountants for 20 years for both my business and personal taxes. When they…read moresold to Strategic Tax & Accounting, I assumed staying on would be a seamless transition. I couldn't have been more wrong. My tax documents were submitted on May 18th. Originally, I worked with Carter, who promised completed taxes by early July. However, my June 1st request for an appointment was completely ignored. He never answered calls, emails, or messages. The only way to get an update was to physically go into the office 2 or 3 times--where he repeatedly assured me I was "at the top of the list" and promised completion "next week." After being strung along until early August, I sent a message stating I was moving on to a new accountant. Lyndsay then stepped in, expressed empathy for my frustration, and promised to wrap up my return by August 5th. Unfortunately, the cycle repeated. The final straw was a firm commitment to deliver the completed return by the end of the day today, which passed without a single word, phone call, or update. I have wasted over three months with this firm. I would rather start completely from scratch with someone new than listen to one more empty promise.

Rude, Inconsiderate, and Disrespectful on a personal level…read more This is the response when I inquired about the fees charged. My inquiry: "*** told me you charged $350 to talk to the IRS. Was this outlined prior? I am not used to my tax folks charging hourly. Is this your intention going forward?" Brett's Response: "That is the oddest professional practice business model I have heard..... working for free? If there is some error or omission in our work, we address that without charge of course. Maybe that is why they have not been charging you for these amendments, because the returns were filed incorrectly? Also, it seems they have been unable to resolve the issue, so you may be getting what you pay for..... I apologize if there was any misunderstanding that I will charge a fee for any services provided. My time is my inventory for sale. I cannot give it away. That said, at least the mystery is solved for both years. So you can both take this off your list of things that have to be figured out." *** "I sent *** the invoice because she is my client and asked me to work with you to determine why Maryland still has a tax debt attached to her tax identification number. I do not have an engagement letter creating any direct client relationship with you." --- This is something I would never expect from any business person, let alone the owner of a successful company. I reached our personally first and he did not change his tone. I am extremely disappointed.

I've had my taxes done here for years. David and his team are top notch. You can tell they truly…read morecare and aren't going to take advantage of their clients. Highly recommend

David and his team are a joy to work with. I have a few small business and he makes the tax…read moreprocess seem almost easy. I highly recommend them!

My business wouldn't operate without Bobby. He handles everything we have to do with our accounting…read moredepartment. Keeps me out of tax trouble.

this review was for tax year 2022, but I'll be seeing this group again next week to prepare and…read morefile for this season. B and H did a great job last year, timely and accurate. The review of receipts and future plans session were friendly yet very professional. The fee was reasonable. I was so happy to get away from my previous CPA (2021), who sent me an insulting email when I asked a question. I do have a devgree in business/finance and had done my own taxes with software for 20 years. I'm happy to let B and H take over again this year!

Russell Stone was our personal and corporate accountant from the late 80's through 2008. He…read morebreached his fiduciary and ethical duties during this time. He knew my husband was planning to divorce and failed to request that I have another accountant prepare and or review my tax returns. He allowed financial decisions that put me in financial harms way to occur and he failed to advise me of the risk. He conspired with my husband to defraud me of my assets and wealth from approximately 1998 until our divorce in 2008. He prepared my tax returns knowing that I was not the benefactor of my wealth and income, and I am still suffering the consequences of his negligent and unethical behavior as my CPA. Economic abuse last a lifetime.

From the owner: We believe in the value of relationships. We view every client relationship like a partnership, and…read moretruly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Linda and team are a pleasure to work with. They are true professionals who have completed our…read morefamily returns for multiple years. Always a seamless and positive experience. Our entire family highly recommends them.