Tax and Accounting for Pelham Businesses
Your hometown CPA on Cahaba Valley Parkway. Planning-first tax and accounting for Pelham and Shelby County businesses at fixed prices.
Right Here on Cahaba Valley Parkway
Our office is at 201 Cahaba Valley Pkwy. When we say we’re your local CPA firm, we mean it. We’re part of the Pelham business community, not a remote operation that lists every city in Alabama as a service area.
Most business owners we talk to have someone who files their returns and maybe someone who does the books. What they don’t have is anyone advising them throughout the year on how to actually pay less tax. That’s the gap we fill. We handle tax preparation, year-round tax planning, bookkeeping, payroll, and compliance filings, all in one place at fixed prices.
Tax Planning and Advisory
Tax Planning and Advisory
Year-round planning that finds savings before the year closes. Quarterly projections, mid-year and year-end planning sessions, and a walkthrough of every return we file so you understand what happened and what’s coming.
Tax Preparation
Tax Preparation
Business and individual returns prepared by a CPA firm that plans all year. The return files what the planning already decided. No scrambling at deadline, no surprises in April.
Bookkeeping and Reporting
Bookkeeping and Reporting
Monthly bookkeeping kept to a CPA standard. Transactions categorized, accounts reconciled, and financials ready for planning decisions all year. Your books support the tax work instead of creating extra cleanup.
Payroll and Compliance
Payroll and Compliance
Payroll processing with tax deposits and filings handled. Plus 1099s, W-2s, Alabama business personal property tax, and business license renewals. The recurring compliance work gets done on schedule without you tracking deadlines.
Pelham and Shelby County Businesses
Shelby County keeps growing, and so do the businesses here. Tax and accounting services that made sense when you started may not fit anymore. You’re busy running operations, and the financial side gets pushed until tax season forces the issue. That’s when most people realize they need a different approach.
We work with healthcare practices, contractors, restaurants, and professional services throughout Pelham and Shelby County. Businesses that have outgrown doing it themselves but aren’t ready to hire a full-time accountant. That’s where a planning-first firm makes the most difference.
Healthcare Practices
Healthcare Practices
Physicians, dentists, chiropractors, therapists. Entity structure, owner compensation, retirement plan design, and books that reconcile cash and insurance revenue. The planning moves that matter for practice owners.
Construction and Trades
Construction and Trades
General contractors, HVAC, plumbing, roofing, landscaping. Job costing, equipment expensing, subcontractor documentation, and accounting method decisions that affect when you recognize income. We handle Alabama business licenses and personal property tax filings for contractors across Shelby County.
Restaurants and Bars
Restaurants and Bars
The restaurant scene along Highway 31 and 119 runs on tight margins. We track the FICA tip credit most owners don’t know about, handle POS reconciliation, and keep books that show whether you’re making money or just moving it.
Professional Services
Professional Services
Consultants, attorneys, insurance agents, and agencies. S corporation elections evaluated with real math, retirement plans that flex with income, and quarterly projections that keep a variable year from ending in a surprise.
Frequently Asked Questions
Where is your office located?
201 Cahaba Valley Pkwy #9 in Pelham. We're a Pelham business, not a remote firm listing Pelham as a service area.
Can I meet with you in person?
Yes. Our office is right here in town. Many clients prefer working remotely because it's convenient, but in-person meetings are always available when you need them.
What makes your firm different from other CPAs?
Most business owners have a tax preparer and maybe a bookkeeper, but nobody advising them year-round on how to pay less tax. We cover all four roles: preparer, advisor, bookkeeper, and controller. Planning happens before the year ends, not after.
How much do your services cost?
We quote fixed prices before work begins. Tax planning engagements, returns, and bookkeeping are all priced upfront so you know what you're paying. No hourly billing surprises.
Do you work with businesses outside of Pelham?
Yes. We're an Alabama firm that works with clients across the country. But Pelham is home, and local businesses have the option of walking into our office whenever that's helpful.
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