About

SAS Tax & Accounting was opened in 2004 by Susan A Smith, an Enrolled Agent. Susan started preparing taxes in her home for a small group of clients. She now operates out of an office directly on Hwy 31, with a second location in Millbrook, AL.  She couldn't have done it without her amazing clients.

SAS Taxes' truest passion is helping small, local businesses grow!

SAS Tax & Accounting is honored to be a Small Business of the Year Finalist, three times by the Greater Shelby County Chamber of Commerce.


Meet Your Friendly, Local Tax Experts!

Susan Smith, EA
Owner

Susan (Susie) Smith is an Enrolled Agent authorized to represent our clients to the IRS. Susie works very closely with our clients to create the best outcome for their tax and accounting needs.  

Susie lives in Alabaster and enjoys traveling and spending time with her family. Outside the office, you will always find her spending time with her husband, their four children and five grandchildren.


Education/Professional Background
  • Bachelor of Arts in Economics from the Southern Illinois University 
  • Bachelor of Arts in Accounting from the University of Alabama at Birmingham
  • Certified Enrolled Agent with the Internal Revenue Service
  • National Tax Practice Institute Fellow 
  • QuickBooks ProAdvisor

Professional Memberships/Affiliations

  • Alabama Society of Certified Public Accountants 
  • National Association of Tax Professionals
  • National Society of Accountants
  • American Society of Women Accountants
  • National Federation of Independent Business Owners
  • National Association of Enrolled Agents
  • Pelham Business Alliance
  • Greater Shelby County Chamber Roundtable

Morgan Gilmore
Accountant

Morgan started working at SAS in January of 2019. She graduated from the University of Montevallo in 2018 with a Bachelor of Business Administration in Accounting.  In her free time, Morgan enjoys exercising and spending time with her husband, their two-year-old son, and two dogs.


Julie Buford CPA
Accountant

Julie joined our team in January of 2020. She holds a master’s degree in Accounting from the University of Alabama. Julie enjoys investing in her community by serving as a girl’s high school teacher at her church and volunteering as a board member of the local community pool. Julie loves time at the beach and spending fall Saturdays with friends and family watching college football games (Roll Tide!).


Dinah Scott
Bookkeeper

Dinah joined the SAS team in January of 2018. She works primarily in our bookkeeping department, but also helps with our payroll, sales tax and front desk.  In her free time, Dinah enjoys reading, painting, needlework and spending time with her husband, sons and grandchildren.


Jan Patterson
Payroll Specialist & Bookeepeer

Jan has been with SAS Tax & Accounting since October of 2014. With many years of payroll and bookkeeping experience, she specializes in processing payroll for our clients. When not at work, Jan enjoys spending time with her husband and two daughters. She also loves her dogs and cats who keep her company. You can always find Jan admiring her Creator, flowers and nature.


Leah Lynn
Administrative Assistant

Leah joined our staff at SAS in October of 2019. Leah spends her free time with her husband and their son, along with the sweetest collie dog. Together, they love to go hiking, camping, swimming, and rock climbing. Leah also enjoys cooking and crafting when at home.


Kristi Kendrick 
Office Manager

Kristi grew up in the Alabaster area and joined the SAS family in January of 2018. When not in the office, you will find her spending time with her husband and two children.  She enjoys spending quality time with her family, camping and relaxing at home.


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