Tax & Accounting for Montgomery Businesses
Tax planning and accounting for Montgomery businesses. An Alabama CPA firm serving the state capital's practices, firms, contractors, and restaurants.
An Alabama Firm for the Capital
Montgomery is the state capital, and the businesses here reflect that. Law firms, lobbying shops, government contractors, healthcare practices, restaurants serving the downtown crowd. These businesses need more than someone filing returns once a year. They need planning that happens while decisions can still be made.
We provide tax and accounting services for Montgomery businesses from our office in Pelham. Tax preparation, year-round tax planning, bookkeeping, payroll, compliance filings, and CFO advisory. Fixed pricing agreed up front. Most owners have a preparer and a bookkeeper but nobody advising on the tax side or watching the whole picture. We cover all four roles.
Year-Round Tax Planning
Year-Round Tax Planning
Tax planning built around regular check-ins, quarterly projections, and mid-year decisions made while they still matter. The return files what the planning already decided, not whatever the deadline allows.
Monthly Bookkeeping
Monthly Bookkeeping
Transactions categorized, accounts reconciled, books closed every month. Financial statements you can trust when decisions are on the table and records that flow directly into your tax return without cleanup.
Alabama Compliance
Alabama Compliance
Business personal property tax returns, business license renewals, sales tax, 1099s, and payroll filings. The recurring compliance layer that Alabama businesses actually face, handled on schedule without penalties.
CFO Advisory
CFO Advisory
Monthly financial oversight for businesses that have the books and the filings but nobody analyzing the whole picture. Trend analysis, cash flow visibility, and a senior perspective when decisions are on the table.
Montgomery Businesses We Serve
The state capital creates a particular mix. Professional services firms with state agency relationships. Healthcare practices serving the region. Restaurants and bars that feed the downtown workforce. Contractors building and maintaining across the River Region. Different businesses with one thing in common: the financials need to be right.
We work with established businesses that have outgrown doing the books themselves but don’t need a full-time controller. If you’re spending weekends on QuickBooks or dreading tax season, that’s the gap we fill.
Professional Services
Professional Services
Law firms, consultants, lobbying shops, and businesses with state agency work. Entity structure, compensation planning, and books that keep client funds separate from operating funds where it matters.
Healthcare Practices
Healthcare Practices
Physician practices, dental offices, mental health providers, and clinics. We handle the accounting for mixed cash and insurance revenue, equipment expensing, and the entity planning that makes a real difference at practice income levels.
Restaurants and Bars
Restaurants and Bars
Montgomery’s dining scene from downtown to the neighborhoods. Daily sales reconciliation, tip reporting, the FICA tip credit most owners have never had anyone calculate, and sales tax filed on time.
Contractors and Trades
Contractors and Trades
General contractors, HVAC, plumbing, electrical, and the trades building across Montgomery and the River Region. Job costing, equipment expensing, subcontractor 1099s, and books that support bonding and bank relationships.
Frequently Asked Questions
You're in Pelham. Why would a Montgomery business work with you?
We're about an hour up I-65. Close enough to meet when it matters, but most tax and accounting work happens through screens regardless. Being an Alabama firm means we handle your state compliance natively, including business personal property tax and business licenses, without learning it on your dime.
What does monthly bookkeeping cost?
Starting at $200 per month. We quote a fixed price based on your transaction volume and complexity. No hourly billing that creeps up when you ask questions.
Do you handle Alabama business personal property tax?
Yes. Business personal property returns, business license renewals, and the other Alabama-specific filings that out-of-state firms have to figure out. We handle them as a normal part of the engagement.
Can I meet in person?
Yes. Most clients work with us remotely because it's efficient, but we're happy to meet in Montgomery when it makes sense. The option is always there.
What if I need more than bookkeeping?
Most clients do. We provide tax preparation, year-round tax planning, bookkeeping, payroll, compliance filings, and CFO-level advisory as one integrated engagement. You get one firm covering everything instead of coordinating between providers.
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