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← Back to Top 17 Bookkeepers in the Minneapolis-St. Paul Area, MN (2026)Sagacity Tax & Accounting
Evidence Score 58/100 at 75% evidence coverage 2 of 17 on the Minneapolis-St. Paul area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online
Who they say they serve: technology, real estate, law firms, consultants (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 4 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Sagacity Tax & Accounting | home page | |
| Website | https://www.sagacitycpa.com/ | home page | |
| Office locality | Oakdale, MN | /contact | |
| Service area | United States (stated by the firm) | /about | |
| Phone | +16518299776 | home page Nov 12, 2026 | |
| Offers bookkeeping | Documented: ...Trusted Tax Advisor in Minnesota Twin Cities CPA firm for tax preparation, planning, bookkeeping, and IRS representation. For Clients: Pay Your Bill Secure File Exchange Tax... | home page | |
| Monthly bookkeeping | Documented: ...Accurate, up-to-date books are the foundation of every good decision. We provide ongoing bookkeeping and accounting support - from transaction recording and reconciliations to... | home page | 8 pts (max 8) |
| AP / AR | Documented: ...engagement includes transaction entry, bank and credit card reconciliations, managing accounts payable and receivable, and preparing financial statements. Depending on your needs... | /bookkeeping-services | 4 pts (max 4) |
| Payroll coordination | Documented: ...months later. The result is a general ledger that balances and reports you can trust. Payroll Accounting (Using External Processors) While Sagacity Tax does not run payroll... | /bookkeeping-services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...bookkeeping and accounting support - from transaction recording and reconciliations to financial statements and cash-flow insight. Our bookkeeping services MN clients appreciate... | home page | 6 pts (max 6) |
| Industries served (documented) | technology, real estate, law firms, consultants | /about | 5 pts (max 5) |
| Software supported | QuickBooks Online | /bookkeeping-services | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Thomas Charles Lamey · CPA (self-reported to the IRS, not a state license) · business name on the record: SAGACITY TAX AND ACCOUNTING | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...text away. We don’t bill for questions-and we prioritize client response times. Support Includes: • Real-time advice via email, phone, or text • IRS/NYS notice assistance •... | /bookkeeping-services | 5 pts (max 5) |
| Onboarding described | Documented: ...across the country using secure document portals, email, phone, and video meetings. Our process is designed so that working with Sagacity from another state feels just as personal... | /about | 4 pts (max 4) |
| Named contact / team | Minnesota Twin Cities, CPA | home page | 3 pts (max 3) |
| Communication channel / process | Documented: ...serve clients across the country using secure document portals, email, phone, and video meetings. Our process is designed so that working with Sagacity from another state feels... | /about | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Pricing approach published (0 pts, max 6); Reporting cadence stated (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Minnesota Board of Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Thomas Charles Lamey under the business name 'SAGACITY TAX AND ACCOUNTING' in Oakdale, MN. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 23 evidenced items come from Sagacity Tax & Accounting's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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