Tax and Accounting Services for Birmingham Businesses
Tax planning, bookkeeping, and accounting for Birmingham businesses. A Pelham-based CPA firm serving the metro with fixed pricing and year-round support.
Birmingham Tax and Accounting
We’re a Pelham-based CPA firm providing tax and accounting services for businesses across the Birmingham metro. Tax preparation, year-round tax planning, bookkeeping, payroll, and the compliance filings Alabama businesses actually deal with. Fixed pricing agreed before work begins, and advice included rather than billed by the hour.
Birmingham is Alabama’s business capital. That means variety. Physician practices near UAB, law firms downtown, contractors in Hoover and Trussville, restaurants in Avondale, real estate investors across the metro. Different industries, same need for accurate books and someone thinking ahead about tax.
Tax Planning and Preparation
Tax Planning and Preparation
Year-round tax planning with quarterly projections, mid-year reviews, and returns that file what the planning already decided. You understand your tax situation before the year closes, not after it’s too late to change anything.
Bookkeeping
Bookkeeping
Monthly bookkeeping maintained to a CPA firm standard. Transactions categorized, accounts reconciled, financial statements delivered. Books that support planning decisions all year and flow directly into your tax return without cleanup.
Payroll and Compliance
Payroll and Compliance
Payroll processed on schedule with tax deposits and filings handled. Alabama business licenses and personal property tax returns filed on time. 1099s and W-2s prepared at year end. The compliance layer managed so you’re not tracking deadlines yourself.
CFO Advisory
CFO Advisory
Financial oversight for businesses that have the books and the filings but nobody analyzing the whole picture. Monthly review, cash flow visibility, and a senior perspective when decisions are on the table.
Birmingham Businesses We Work With
Most Birmingham business owners we work with have the same story. They had someone preparing the return, maybe someone doing the books, but nobody connecting the two or planning ahead. Tax season was a scramble. The numbers existed but didn’t inform decisions. The books served compliance but nothing else.
We work with businesses doing roughly $100K to a few million in revenue. Big enough to need real financial support, not so big that a full-time accounting department makes sense. Healthcare practices, real estate, construction, restaurants, professional services. The mix that makes Birmingham’s economy run.
Healthcare Practices
Healthcare Practices
Birmingham is a medical city. UAB anchors it, but physician practices, clinics, dental offices, and therapy practices operate across the metro. We handle entity structure, owner compensation planning, retirement design, and the books that healthcare accounting requires.
Real Estate Investors
Real Estate Investors
Rental properties across Jefferson and Shelby counties. Depreciation strategy, cost segregation when it fits, 1031 exchange coordination, and per-property books that make tax time straightforward. Planning that captures the deductions before the year closes.
Contractors and Trades
Contractors and Trades
General contractors, HVAC, plumbing, roofing, landscaping companies working across the Birmingham metro. Job costing, equipment expensing, subcontractor documentation, and Alabama compliance filings handled natively.
Restaurants and Professional Services
Restaurants and Professional Services
Restaurants in Five Points, Lakeview, and Avondale. Law firms downtown. Consultants and agencies throughout the metro. Tip credit calculations for hospitality, trust account discipline for attorneys, and entity planning that fits each business.
Frequently Asked Questions
Where is your office?
We're in Pelham, right off Cahaba Valley Parkway. That puts us about 20 minutes from downtown Birmingham and close to clients across the metro. Most of our work happens remotely, but we're nearby when you need to meet in person.
Do you serve the entire Birmingham metro?
Yes. We work with businesses in Birmingham, Hoover, Vestavia Hills, Homewood, Mountain Brook, Trussville, and throughout Jefferson and Shelby counties. Location doesn't matter much since we handle most things remotely.
What does monthly bookkeeping cost?
Starting at $200 per month. Your price depends on transaction volume and complexity. We quote a fixed monthly rate after reviewing your business so you know exactly what you're paying.
Do you handle Alabama business licenses and personal property tax?
Yes. Those filings vary by city and county across the Birmingham area. We track the deadlines and file them so you don't miss renewals or face penalties.
Can you help if we've never had a tax advisor before?
Most businesses haven't. They have a preparer who files the return and maybe a bookkeeper, but nobody planning ahead. We cover all four roles: preparer, advisor, bookkeeper, and financial oversight. That's usually where the real value shows up.
Planning-First Tax & Accounting
The Next Step:
Start a Conversation
We begin with a clear understanding of your business, then define the engagement and establish pricing from the outset.
Other Areas We Serve