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Wealth Partners CPA
A planning-first tax and accounting firm. We handle your books, your tax returns, and the year-round planning most owners never get.
What We Do
Every business needs four roles covered. A bookkeeper to keep the records clean. A tax preparer to file the returns. A tax advisor to find savings before the year closes. And a controller to watch the whole picture. Most businesses have the first two and no one ever told them the others exist. We cover all four at fixed prices.
Who We Work With
Healthcare practices, real estate investors, contractors and trades, restaurants, law firms, and professional service businesses. We work with small businesses across the country from our home base in Alabama.
What Happens Next
Complete the form and we’ll be in touch within one business day. We’ll discuss your business, your priorities, and the areas that need attention. If there’s a fit, we’ll outline the engagement and provide a fixed-fee proposal.
Start With a Free Consultation.
Licensed CPA • Fixed Pricing • Same-Day Response
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What Brings People to Us
Most business owners have someone handling tax filings and bookkeeping. What’s often missing is proactive planning and a clear view of the business as a whole.
The Missing Advisor
You have someone who prepares your taxes. But do you have someone who plans them? The advisor role is where the real savings happen, and it's the role most owners have never been offered. We plan all year, not just at filing time.
The Year-End Surprise
Your tax bill gets decided during the year, not when you file. Elections expire, timing decisions close, and strategies need setup before December 31st. If your CPA only sees you at tax time, the planning window is already shut.
The Hourly Billing Problem
When advice is billed by the hour, asking a question feels expensive. So you stop asking. We use fixed pricing because we want you to call. Questions are free. They're the whole point.
The Coordination Gap
Your bookkeeper sends files to your CPA who sends them to your payroll company. Nobody is watching the whole picture. We handle tax, accounting, payroll, and compliance in one place, so nothing falls through the cracks.
Numbers Without Meaning
Your books get reconciled. Your returns get filed. But nobody explains what the numbers actually mean. Revenue is up but cash is tight, and you're not sure why. We analyze the financials and tell you what they're showing.
Quarterly Guessing
Estimated tax payments based on last year are just guesses. We run projections throughout the year and adjust them as your business changes. You'll know what's coming before it arrives.
Why Work With Us
A planning-first CPA firm built to cover all four finance roles your business needs.
Cross-Industry Experience
Before founding Wealth Partners, Quinn Nguyen practiced at a respected regional CPA firm, working across healthcare, construction, real estate, professional services, restaurants, and more. Few CPAs at any tenure have touched this range of business types.
Advanced Planning Access
The firm is certified through an advanced tax planning program with access to over 130 strategies. We also work with an advisory network that includes a senior CPA with more than thirty years of experience on complex matters.
Fixed Pricing
The price is agreed before work begins. Advice is included, not metered. Additional work gets approved first. You always know what you're paying for, and questions never feel expensive.
All Four Roles Covered
Tax preparer, tax advisor, bookkeeper, and CFO. Most businesses have the first and third, and nobody told them the other two exist. We handle all four under one roof, coordinated and connected.
Our Services
Tax planning, tax preparation, bookkeeping, compliance filings, payroll, and CFO advisory. Start with what you need. Add more when it makes sense.
Tax Planning & Advisory
Year-round tax planning built to find savings before the year closes, not report them after it is too late. Regular check-ins, quarterly projections, mid-year and year-end planning sessions, and a walkthrough of every filed return.
Business Tax Preparation
Business tax returns prepared by a CPA firm that plans all year, so the return files what the planning already decided. Partnerships, S corporations, C corporations, and multi-state filings, with the return explained after filing rather than just delivered.
Individual Tax Preparation
Individual returns prepared carefully and explained plainly. We handle business income, rental properties, equity compensation, and multi-state situations where accuracy actually matters.
Estate, Trust & Nonprofit Tax
Tax returns and compliance for estates, trusts, and nonprofit organizations. We handle the fiduciary filings so trustees, executors, and boards can fulfill their obligations correctly.
Tax Notice Resolution
When the IRS or the state sends a letter, we read it, explain what it actually says, and handle the response, from simple notices through examinations, so it gets resolved instead of ignored.
Compliance Filings
The filings a business owes all year, handled on schedule. 1099s, W-2s, payroll tax returns, sales tax, business personal property tax, and business licenses, including the county and municipal filings Alabama businesses actually face.
Bookkeeping
Monthly bookkeeping held to a CPA firm's standard. Transactions categorized, accounts reconciled, and financial statements ready for tax planning all year.
Financial Reporting & Analysis
Financial statements read, not just produced: trend and KPI analysis, cash flow visibility, and fixed asset and depreciation schedules maintained, so the numbers turn into information an owner can act on.
Bill Pay & Invoicing
We handle your bills and invoices so you can focus on running the business. Bills are tracked and paid on schedule. Invoices go out promptly and payments are matched when they arrive. Everything flows into clean books.
Payroll & Retirement
Payroll run on schedule with its tax filings handled, and retirement plans coordinated with the tax planning they belong to, from solo plans through the advanced designs high earners use.
CFO Advisory
CFO-level oversight for businesses that have the books and the tax filings but nobody analyzing the whole picture. Monthly oversight, KPI and trend review, cash flow forecasting, and a senior perspective when decisions are on the table.
Common Questions
Answers to questions we hear most often.
What makes your firm different?
Most businesses have a tax preparer and a bookkeeper, but no one doing year-round planning and no one watching the whole picture. We cover all four roles a business needs. Preparer, advisor, bookkeeper, and controller. Everything is fixed price, so you are never billed by the hour for asking questions.
How much does it cost?
Monthly bookkeeping starts at $200. Tax preparation starts at $500 for individuals and $1,500 for businesses. Tax planning and CFO advisory are priced per engagement based on your situation. We will give you a fixed quote after learning about your business, and the price is agreed before any work begins.
My books are behind. Can you clean them up?
Yes. We do catch-up work regularly. We will look at how far behind things are and how much cleanup is involved, then give you a project fee to get everything current and accurate. Once the books are clean, we can move to monthly service.
Is there a contract?
No long-term contract. Ongoing services like bookkeeping and payroll are month-to-month. You can cancel anytime if the service no longer fits your needs.
How do I send you documents?
We use a secure portal for document uploads. It takes a few minutes to set up and we will walk you through it during onboarding. You can also email documents directly if that is easier for quick items.
Do we need to meet in person?
Not required. Most clients work with us entirely by phone, video, and email. We are based in Pelham, Alabama, and happy to meet in person if you are local and prefer that.
What accounting software do you work with?
For bookkeeping, we work with QuickBooks Online, QuickBooks Desktop, and Xero. For payroll, we support QuickBooks Payroll, ADP, and Gusto. We can work with any expense tracking software you already use. If you do not have anything set up yet, we will help you get started.
Do you handle payroll?
Yes. We run payroll, handle tax deposits, file quarterly returns, and prepare W-2s at year end. We work with QuickBooks Payroll, ADP, and Gusto depending on what fits your business.
Do you prepare tax returns too?
Yes. We prepare and file business and individual tax returns. What sets us apart is the planning work that happens all year. By the time we file, the return reflects decisions we made together before the deadline, not discoveries made after it is too late.
How quickly do you respond?
We typically respond within the same business day. For urgent matters, call us directly and we will prioritize it. You have direct access to our team by phone, email, text, or WhatsApp.
How soon can you start?
Usually within a week. If your books need cleanup, we start there. If you are current, we move straight to ongoing service. Tax planning engagements can begin any time of year.
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.