Leadership with insight and integrity
At Sagacity Tax & Accounting, we are committed to providing personalized and comprehensive tax and accounting services to individuals and businesses in Oakdale, MN, and surrounding areas. Our mission is to build long-term relationships with our clients, understanding their unique needs and providing tailored solutions to help them achieve their financial goals.
Our Services
We offer a wide range of services designed to meet the diverse needs of our clients. Our business services include financial statement preparation, budgeting, and forecasting, as well as business planning and consulting. Our financial services include investment planning, retirement planning, and estate planning. Our accounting services include accounting system setup, training, and support, as well as financial statement preparation and review. Our tax services include tax planning, preparation, and representation.
Our Approach
We take a highly personal approach to working with our clients. We believe that building strong relationships is essential to providing excellent service. Our founding principle is to work closely with our clients, understanding their unique needs and goals, and providing personalized solutions to help them achieve their objectives. We are committed to providing exceptional service, timely communication, and unparalleled expertise.
Our Firm
Sagacity Tax & Accounting was established in 2008 as an extension of TCL Professional Services. Our founder, Tom Lamey, is a certified public accountant (CPA) with over 20 years of experience in the tax and accounting fields. He is licensed by the State of Minnesota to practice as a CPA and has clients located in about 25 states. Tom is dedicated to providing exceptional service, building long-term relationships, and helping his clients achieve their financial goals.
Our Values
At Sagacity Tax & Accounting, we value integrity, professionalism, and exceptional service. We are committed to providing personalized solutions, timely communication, and unparalleled expertise. We strive to build long-term relationships with our clients, understanding their unique needs and goals, and providing tailored solutions to help them achieve their objectives.
Our Mission
Our mission is to provide exceptional tax and accounting services, building long-term relationships with our clients, and helping them achieve their financial goals. We are committed to providing personalized solutions, timely communication, and unparalleled expertise.
Excellent Service and Expertise
The reviewers praise Tom's expertise, efficiency, and responsiveness in handling their tax and accounting needs. They appreciate his ability to communicate effectively, answering questions promptly and providing detailed work products.
Knowledgeable and Professional
Reviewers describe Tom as knowledgeable, professional, and diligent in his work. He is commended for his ability to provide valuable recommendations and guidance, making him a trusted tax professional.
Consistently Positive Experience
Multiple reviewers have been using Tom's services for years and are extremely satisfied with his work. They appreciate his prompt response times, reasonable costs, and overall excellent service.
