Year-round tax planning and accounting for small and mid-sized businesses

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Tax Planning & Accounting for Trussville Businesses

Planning-first tax and accounting for Trussville businesses. Tax planning, bookkeeping, payroll, and compliance filings at fixed prices.

How We Work With Trussville Businesses

Trussville has grown fast. Businesses that started out of a truck or a spare room are now real operations with employees and equipment and tax situations that got complicated somewhere along the way. Most owners we meet have a tax preparer who files the return each spring and maybe a bookkeeper who keeps the books current. Nobody told them the other half exists. Nobody is planning through the year to make sure they pay only what they owe.

We’re a CPA firm in the Birmingham area that handles tax preparation, year-round tax planning, bookkeeping, payroll, and compliance filings. Everything at fixed prices so you know what you’re paying before the work starts. Our office is in Pelham, but we work remotely with businesses across the metro, including Trussville.

Year-Round Tax Planning

Quarterly projections, estimated payments that track reality, and planning sessions where decisions get made while they still can be. The goal is no surprises in April and less paid to the IRS than you would have without planning.

Tax Preparation

Business and individual returns prepared by a CPA firm that plans all year, so the return files what the planning already decided. We walk through the return after filing so you understand what was filed on your behalf.

Monthly Bookkeeping

Transactions categorized, accounts reconciled, books closed every month. Clean books that feed directly into tax planning and stand up to questions from lenders or the IRS.

Payroll and Compliance

Payroll run on schedule with tax deposits and filings handled. Business personal property tax, business licenses, sales tax, 1099s, W-2s. The compliance layer Alabama businesses owe, managed so deadlines don’t slip.

Trussville Industries We Work With

The business mix in Trussville reflects what you’d expect from a growing suburb with good highway access. Contractors running crews across the metro. Retail and restaurants along Highway 11 and in the Pinnacle shopping areas. Family-owned service businesses that have been here for years. Each has different books, but they all benefit from the same thing: a CPA who plans through the year instead of just filing the return.

We work with businesses doing anywhere from a few hundred thousand to several million in revenue. Big enough to need real tax and accounting support, not big enough to justify hiring it in-house. That’s the gap we fill.

Contractors and Trades

General contractors, HVAC, plumbing, electrical, and roofing companies. We handle job costing, equipment expensing, subcontractor 1099s, and the accounting method decisions that can move real money for contractors.

Restaurants and Bars

Daily sales reconciliation, tip reporting, the FICA tip credit most restaurant owners have never had anyone calculate for them. Build-out depreciation and inventory tracking. Thin margins become visible margins when the books are right.

Retail and Service Businesses

Shops along Highway 11 and service businesses covering the subdivisions. Sales tax filed on schedule, inventory where it applies, and financials that show which parts of the business actually make money.

Family Businesses and Professional Services

Businesses that have been here a while and businesses just getting started. Entity structure, owner compensation, retirement planning, and the tax planning that helps a growing business keep more of what it earns.

Frequently Asked Questions

Do you work with businesses in Trussville?

Yes. We're based in Pelham, about 30 minutes south on I-459. Most of our work happens remotely, so your location in Trussville or anywhere in the Birmingham metro works fine.

What does monthly bookkeeping cost?

Starting at $200 per month. Your rate depends on transaction volume and complexity. We quote a fixed price after learning about your business, and that price covers everything including questions and advice.

Do you handle Alabama business personal property tax?

Yes. We file business personal property tax returns and handle business license renewals. These are local obligations that vary by city and county, and we manage them for Alabama businesses as part of our compliance work.

What if my books are behind?

That's common. We do cleanup work to get you current and then move into monthly service so it doesn't fall behind again. Most clients come to us in that situation.

Do I need to meet in person?

Not required. We handle everything remotely through secure document sharing and regular calls. But we're nearby if you prefer meeting face-to-face.

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.

A planning-first tax and accounting firm based in Pelham, Alabama and serving business owners across the country. Year-round tax planning, bookkeeping, CFO advisory, and compliance at fixed prices with advice included. Founded by Quinn Nguyen, CPA.

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