Our Services
Tax preparation, planning, bookkeeping, compliance, payroll, and CFO advisory. Pick what you need or let us handle it all.
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.