Services for Individuals |  Let us optimize your tax situation and reduce your tax worries and stress with solid income tax preparation and planning.  We can assist you with correctly handling your stock sales, rental properties, retirement income, AMT items, itemized deductions, and other issues to reduce your taxes.  If you are trying to resolve a tax problem, we can represent you before the IRS or Alabama in any tax matter.  Achieve your financial goals by letting us map out your financial future and analyze your needs.

  • Individual Tax Preparation
  • Tax Planning
  • IRS Representation
  • Financial Planning
  • Retirement Planning
  • Personal Financial Statements
  • Estate/Trust Tax Preparation


New Business Services | Get your business started off on the right foot.  We can guide you through the process of applying for tax account numbers, obtaining business licenses, and filing initial tax forms.  We will help you make the single most important tax decision for your business: selecting the best legal and tax entity.  This could save you thousands of dollars every year.  We can also help your business get organized with a clear plan and good procedures right from the beginning.

  • New Business Setup
  • Business Entity Selection
  • Business Plans
  • Office Management Consulting
  • Accounting Software Setup


Ongoing Accounting Services |  We provide ongoing accounting services to keep your business running smoothly.  You can outsource the accounting aspect of your business to us, or we can work with your in-house accounting staff.  We offer cost-effective bookkeeping solutions that give you confidence that your records are complete and accurate.  Our team of tax professionals stays up-to-date on all the latest tax law changes, giving you peace of mind that your income tax return will be done properly.  We will take time with you, making sure we have all the relevant information for your return.  We can also handle all the recurring tasks of payroll and sales tax, saving you time and stress.  Let us help you stay in compliance with every area of tax law.

  • Income Tax Preparation:
    • Corporate
    • LLC
    • Partnership/LLP
    • Not-for-Profit
  • IRS Representation
  • Financial Statement Compilations
  • Bookkeeping
  • Bookkeeping Consulting
  • General Contractor License Applications
  • Payroll Checks & Direct Deposit
  • Payroll Tax Returns
  • Sales Tax Returns


Planning & Cash Management Services | Good planning and cash management are keys to your success in business. Let us help you evaluate business decisions in light of tax consequences.  Budgeting gives you a clear picture of financial expectations, shedding light on hiring decisions, equipment purchases, and other expansion projects.  Setting up employee benefit and pension plans helps you build better relationships with your employees while maximizing tax savings.  Let us be your sounding board for management decisions including banking decisions, raising capital, and borrowing funds.

  • Tax Planning
  • Budgeting & Cash Flow
  • Profitability Analysis
  • Pension Plans
  • Benefit Plans
  • Management Advisory Services
  • Buying or Selling a Business