Sagacity Tax & Accounting has dedicated goals to working closely with a local group of clients on an ongoing basis. This highly personal approach ensures our clients grow with us and that we have acquired the special understanding of each client's needs that can result only from long, personal acquaintanceship.
If you need just a simple tax return, I'm there for you; but if you need a trusted business advisor who will help you maximize your tax strategy, grow your business, and plan your long-range finances, I'm there for you as well. And my services are all provided for a price my clients consider more than fair.
If you need just a simple tax return, I'm there for you; but if you need a trusted business advisor who will help you maximize your tax strategy, grow your business, and plan your long-range finances, I'm there for you as well. And my services are all provided for a price my clients consider more than fair.
Services
While majoring in accounting, Mr. Lamey took a special interest in entrepreneurship. After more than a half-dozen years in public accounting and industry, Mr. Lamey decided to start his own CPA firm operating under the name Sagacity Tax & Accounting. Mr. Lamey is licensed by the State of Minnesota to practice as a Certified Public Accountant and has clients located in about 25 states.
Our goal is help your small or mid-sized business succeed, no matter what the economic climate. To this end we offer a wide range of consulting services to help you improve business operations, boost efficiency, and increase the bottom line. Whatever you needs, our experienced team of business consultants has the experience to help you grow and manage your business.
Our firm offers a complete array of financial planning services and will work closely with you to help you achieve your financial goals. We will help you determine your net worth and plan a workable budget to meet your expenses. Our financial planning services include retirement planning, college funding, and many more.
Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates. We continuously monitor federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing.
Our website provides a variety of resources to help you with personal and business financial issues, to keep you informed on current affairs, and to provide a portal to the most valuable sources of information on the Internet. Check Tax Refund If you'd like to know when you'll be receiving your federal and state tax refunds, this is the place.
Reviews (4)
Lon P.
May 18, 2021
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Michael Park
Mar 29, 2021
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Tina Pruitt
Jan 21, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I’ve been using Tom’s services for years and couldn’t be more pleased! He’s always making recommendations I never thought of, super responsive no matter how busy he is, and very detailed in his work product. I recommend him hands down (and have to family, that says a lot!).
I’ve been using Tom’s services for years and couldn’t be more pleased! He’s always making recommendations I never thought of, super responsive no matter how busy he is, and very detailed in his work product. I recommend him hands down (and have to family, that says a lot!).
Dan Fernandez
Aug 29, 2012
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