Profile

At Strategic Accounting and Tax Service, LLC we take great pride in our past experiences and ongoing education.  It is an important part of our philosophy to build trust and form a partnership with our clients.  With a combination of over 50 years accounting experience in a variety of industries, our clients know they have a partner in Strategic Accounting and Tax Service, LLC helping them succeed.

We are conveniently located at Tatnuck Square in Worcester, MA., and Main Street in Falmouth, MA.  We offer convenient appointment times, quick turnaround, and discounts for new clients.  Call us now!

Staff Profiles

 


Michael D. Conrad

President and Founder

Mr. Conrad is an Enrolled Agent, admitted to practice before the Internal Revenue Service with over 19 years of accounting, income tax, and tax representation services.  After graduating from Assumption College in Worcester, MA, he began his career with a local CPA firm, where he gained the hands-on knowledge and experience with individuals and small businesses.   He later worked for the City of Worcester Treasurer’s Office as an accountant, where he increased accounting efficiencies, implemented city-wide cash controls, modernized payroll compliance, and assisted with the preparation of the City’s financial statements.   Additionally, Mr. Conrad was appointed as City Treasurer and Collector of Taxes in 2006, overseeing the City’s $550 million while managing 32 accounting and treasury staff.  He also served as the Director of Accounting for non-profit health insurance company, Fallon Community Health Plan.  Michael is the Treasurer of Jesse Burkett Little League in Worcester, Fuller Hamlets Soccer Club of Sutton, MA, and Park Spirit of Worcester, Inc.

 


Jeffrey P. Ugalde

Vice President / Accounting Manager

Mr. Ugalde is an Enrolled Agent, admitted to practice before the Internal Revenue Service with over 31 years of accounting, auditing, and income tax service experience.  He graduated from Assumption College in Worcester, MA in 1985 and later passed the CPA competency exam at the initial sitting.  After working for a big eight CPA firm and gaining the necessary accounting and tax experience, Jeffrey worked for a wide range of small and medium size companies, public, private and non-profit, as an Accountant, Controller, and Chief Financial Officer.  Later, he worked for the City of Worcester and was appointed at Assistant City Treasurer responsible for overseeing the City’s payroll and accounting operations.  Recently, Mr. Ugalde was Treasurer and Collector of Taxes for the Town of Boylston and previously, Lunenburg.