Business Details
18 Years
experience
Your Trusted Partner for Tax & Accounting Solutions
Sagacity Tax & Accounting has dedicated itself to working closely with local clients on an ongoing basis since 2008. Our personalized approach ensures clients grow with us, fostering a deep understanding of their unique needs through long-term relationships. Founded by Tom Lamey, a licensed Certified Public Accountant in Minnesota, we combine over two decades of professional experience with real-world business insights gained from operating our own firm since 2007. Our services span tax preparation, accounting, financial planning, and business consulting, delivered with a commitment to ethical practices and competitive pricing. We serve clients across 25 states while maintaining strong local community ties in Oakdale, Minnesota.Our expertise extends to complex tax situations, business entity formation, cash flow analysis, and retirement planning. We utilize modern tools like QuickBooks and secure digital communication while maintaining the personal touch that distinguishes our firm. Our track record of helping businesses navigate challenges like bankruptcy and mergers demonstrates our comprehensive capabilities. Client testimonials highlight our responsiveness, professionalism, and ability to handle complex financial matters. We offer flexible consultation options including virtual meetings to accommodate modern business needs.
Services
Tax Preparation
Financial Planning
Accounting Services
Bookkeeping
Business Consulting
Details
- Year established: 2008
Highlights and features
- We offer personalized service with over 20 years of tax and accounting experience
- Our team includes a licensed Minnesota CPA with business ownership expertise
- We provide tailored solutions for complex financial situations
- Our competitive pricing maintains transparency with no hidden fees
- We combine technical expertise with local community understanding
Associations and certifications
- Certified Public Accountant (CPA)
What people say
Instrumental in organizing business
Prompt and professional service
Expertise in complex tax codes
Personalized financial strategies
Trusted business advisor
Services
Tax Preparation
Our tax preparation services cover federal, state, and local returns for individuals and businesses. We specialize in minimizing tax liabilities through strategic planning while ensuring compliance with current regulations. Our expertise includes handling complex tax situations and providing year-round tax strategy consultation.
Accounting Services
We offer comprehensive accounting solutions including bookkeeping, financial reporting, and cash flow analysis. Our QuickBooks expertise helps businesses maintain accurate financial records and make informed operational decisions. Services include bank reconciliation and accounts receivable/payable management.
Business Consulting
Our business consulting services focus on helping small to mid-sized businesses succeed through entity selection, merger/acquisition analysis, and financial strategy development. We provide cash flow forecasting and operational efficiency improvements tailored to each client's specific needs.
Financial Planning
We deliver personalized financial planning covering retirement strategies, education funding options, and mortgage analysis. Our services help clients create sustainable financial strategies for long-term wealth management and future security.
Bookkeeping
Our bookkeeping services include complete charge maintenance of general journals, subsidiary ledgers, and financial tracking systems. We help businesses maintain accurate financial records through regular reconciliation and detailed accounts management.
People
Tom Lamey
Certified Public Accountant
Tom Lamey, licensed CPA in Minnesota, founded Sagacity Tax & Accounting in 2007 after six years in public accounting. With expertise in tax strategy and business consulting, he serves clients across 25 states. His practical business experience enhances his advisory services.
Questions
What services does Sagacity Tax & Accounting offer?
We provide tax preparation, accounting services, financial planning, business consulting, and bookkeeping solutions for individuals and businesses.
How can Sagacity help with business tax planning?
Our firm offers strategic tax planning to minimize liabilities, handles corporate tax filings, and provides guidance on business entity selection.
Do you serve clients outside Minnesota?
Yes, we serve clients across 25+ U.S. states while maintaining our Oakdale, MN headquarters.
What accounting software do you use?
We primarily use QuickBooks for maintaining client books and providing accounting services.
How does Sagacity handle IRS representation?
We provide complete representation before the IRS and state tax authorities, including negotiating Offers in Compromise.
Can you assist with financial planning?
Yes, we offer comprehensive financial planning including retirement strategies, education funding, and mortgage analysis.
