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

Call or Text: (205) 441-9803

Industries We Serve

From healthcare to construction to professional services. We've built experience across these industries and understand precisely how each one operates.

Tax and accounting for physicians and medical practices, where the difference between filing and planning shows up in real money. Entity structure, owner compensation, retirement design, and year-round projections built for practice owners who are done being surprised in April.

Tax and accounting for multi-owner clinics and ambulatory surgery centers. K-1s to physician investors, facility depreciation decisions, and the financial discipline multi-owner medicine requires.

Dentists

Healthcare

You learned to practice dentistry. Nobody taught you to navigate practice acquisitions, equipment depreciation, or exit planning.

Chiropractors

Healthcare

Tax and accounting for chiropractic practices: entity and compensation structure sized to the practice, equipment expensing, and books that keep a mixed cash-and-insurance practice honest.

Tax and accounting for therapists, counselors, psychologists, and psychiatric practices in private practice, where the right entity election and a real planning cadence routinely pay for themselves.

Veterinarians

Healthcare

Tax and accounting for veterinary practices, equipment and inventory-heavy medicine with real entity planning stakes, especially in an era when every practice owner eventually hears from a consolidator.

Tax planning and accounting for real estate investors. Depreciation strategy, cost segregation, exchanges, passive loss rules, and per-property books that make the real savings possible.

Commission income planning, the S corporation question answered with real numbers, and quarterly projections that keep a variable year from becoming a surprise.

Tax and accounting for property management companies. Trust-account-clean books, owner and vendor 1099 obligations handled on schedule, and entity planning for the management business itself.

General Contractors & Builders

Construction & Trades

Tax and accounting for general contractors and builders, where the accounting method decision alone can move real money, and job-level books decide whether the margins are real.

HVAC Contractors

Construction & Trades

Fleet vehicles and equipment expensed right, parts inventory tracked, service agreement revenue timed properly, and seasonal income smoothed through planning.

Plumbers

Construction & Trades

Tax and accounting for plumbing contractors. Vehicles and equipment expensed right, job costing that shows real margins, and planning that keeps a busy contractor ahead of the tax year.

Roofing Contractors

Construction & Trades

Tax and accounting for roofing companies, where storm seasons spike income, subcontractor crews raise real documentation stakes, and planning turns a windfall year into a managed one.

Landscaping Companies

Construction & Trades

Landscaping runs on seasons. We build the books and the planning around that reality, so the strong months carry the quiet ones.

Tax and accounting for restaurants and bars. We calculate the FICA tip credit most owners have never claimed, handle payroll for tipped employees correctly, and keep daily books that show whether thin margins are real.

Law Firms & Attorneys

Professional Services

Tax and accounting for law firms and solo attorneys, from advanced client costs to partner compensation, with books that keep operating funds separate from trust accounts.

Service businesses often have strong margins but pay more than necessary. Entity structure and retirement plan design make the difference when someone runs the numbers.

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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