Accepting 2026 tax planning clients through May 15 Client Portal · Book a Consultation
Birmingham CPA · Established 1986

Direct access to your CPA. Since 1986.

Most accountants hand you off. We don't. For 40 years, Angela Brothers and the Brothers CPA team have worked side-by-side with Birmingham individuals, families, and business owners — planning taxes before they're due, cleaning up books before they bite, and picking up the phone when it matters.

40 yrsServing Birmingham
AICPAPeer-reviewed
BBB A+Accredited since 2011
AICPA Member Firm AL Society of CPAs Highest Peer Review (2009) BBB A+ Accredited QuickBooks ProAdvisor
Who we help

Specialized help for three kinds of clients.

Whether you're filing a Schedule C for the first time, running a growing business, or planning your exit, we've done this work for Birmingham clients in your shoes for four decades.

Individuals & Families

Personal return preparation, multi-state filings, retirement and estate planning, college-funding strategy, and IRS notice resolution. We work with W-2 earners, executives, doctors, retirees, and families with complex investment income.

Our personal services →

Small & Mid-Size Business

Monthly bookkeeping, payroll, corporate returns, quarterly tax planning, QuickBooks training, and entity selection. From the solo LLC consultant to the 40-employee operation, we scale with you.

Business services →

Owners Planning an Exit

Business valuations, succession planning, M&A transaction structuring, and multi-year tax forecasting for owners thinking about the next chapter. We've helped dozens of Birmingham founders move from operator to legacy.

Advisory services →
Services

A full-service firm, organized around what you actually need.

Sixteen distinct service lines, grouped so you can find the right starting point. If you don't see your issue listed, ask — we've probably handled it.

Tax

Tax Planning & Preparation

Proactive planning plus precise filing — for individuals, partnerships, S-corps, C-corps, estates, and trusts. Current in every state we file in, current on every law change that hits you.

  • Multi-state returns
  • Quarterly estimated payments
  • Year-end tax strategy
Accounting

Bookkeeping & Write-Up

Monthly, quarterly, or annual bookkeeping. We set up your chart of accounts, reconcile every account, and deliver clean financials — so you always know where you stand before the return is due.

  • General ledger & financials
  • Bank & credit-card reconciliation
  • Chart of accounts setup
Software

QuickBooks Training & Support

One-on-one and group QuickBooks training, clean setup, ongoing review, and monthly catch-ups. Get software that works with you instead of a file you dread opening.

  • Installation & setup
  • Personal or team training
  • Monthly review & clean-up
Payroll

Payroll Services

Computerized payroll systems that handle direct deposit, tax deposits, 941s, W-2s, and 1099s — plus someone to call when a W-4 question lands on your desk.

  • Payroll processing & deposits
  • Quarterly & annual filings
  • 1099 & W-2 preparation
Assurance

Audits, Reviews & Compilations

From a simple compilation for an internal board report to a full audit for a bank or bonding company. Structured, quick-turn, and priced up-front.

  • Compilations
  • Reviews
  • Financial statement audits
Advisory

Entity Selection & Restructuring

LLC, S-corp, C-corp, partnership? The right answer changes with your revenue, your team, and your exit horizon. We'll model each option and recommend the one that actually saves money.

  • Entity formation & election
  • Conversion & restructure
  • Ongoing entity optimization
Defense

IRS & State Representation

Received a notice, letter, or audit? Stop responding on your own. We represent you before the IRS, Alabama Department of Revenue, and other state agencies — every communication handled by a CPA.

  • Audit representation
  • Notice response
  • Offer-in-compromise & installment plans
Planning

Financial & Retirement Planning

Goal-based planning with a tax-forward lens: asset allocation, college funding, retirement modeling, insurance review, and estate strategy — all tuned to what your return will look like.

  • Retirement cash-flow modeling
  • College funding strategy
  • Estate & succession planning
Benefits

Employee Benefits & Retirement Plans

Design, set up, and administer 401(k)s, SEPs, SIMPLEs, profit-sharing, and cafeteria plans — aligned to your business goals and employee retention strategy.

  • Plan selection & design
  • Administration & compliance
  • 5500 filings
Advisory

Cash Flow & Budget Analysis

Where is the money going, where is it coming from, and where will it be in six months? We build the forecasts you can actually manage from — and the banker-ready reports you need for a line increase.

  • 13-week cash flow
  • Annual budget & variance
  • Scenario modeling
Valuation

Business Valuations & M&A

Business valuations for sale, purchase, divorce, gifting, or estate — plus transaction structuring, due diligence, and deal negotiation support when there's a handshake on the table.

  • Fair-market valuations
  • Buy/sell transaction support
  • Due diligence
Specialty

Sales Tax, Debt & Forecasting

Sales-tax setup and nexus review, debt-restructuring analysis, and multi-year financial projections for banks, investors, or your own peace of mind.

  • Sales & use tax compliance
  • Debt & financing review
  • Bank-ready projections
Our approach

Four things we refuse to compromise on.

These aren't slogans — they're the reasons clients stay with us for 10, 20, sometimes 30 years.

01

Direct access

When you call, you reach the CPA working on your return. No voicemail tree, no "account manager" who has to check and get back to you.

02

Proactive planning

We finish April and start planning for next April. Most of our tax savings are engineered in July, not March.

03

Transparent pricing

Fixed fees for defined scopes. You'll know what a return or monthly package costs before you sign — not after.

04

Continuity

The person who learns your business the first year is still there the tenth. Most of our team has been with Brothers for a decade or more.

Angela Brothers, CPA, founder of Brothers CPA
Angela Brothers, CPAFounder & Principal
The founder

Meet Angela — forty years of Birmingham accounting.

Angela Brothers started her career in 1984 as a staff accountant at Ernst & Young. Two years later, she opened her own practice. Four decades on, she's one of Birmingham's most trusted CPAs — equal parts technical accountant and pragmatic advisor.

She's a member of the American Institute of CPAs and the Alabama Society of CPAs, and her firm passed its AICPA peer review at the highest level available. Outside of work, she plays golf at Greystone Country Club and volunteers with the American Heart Association.

"We help clients stay financially viable today while taking a proactive approach to where they're headed. That's it. That's the whole practice."
CPA, State of Alabama AICPA Member AL Society of CPAs Leadership Shelby County AHA Volunteer
The team

A small team that stays for decades.

Four professionals, combined tenure measured in generations. When you call, you're calling someone who remembers your situation.

Angela Brothers

CPA · Founder & Principal

Forty years in Birmingham accounting — former Ernst & Young staff accountant, AICPA member, and the CPA most clients speak to directly.

Glenn Brothers

Financial Consultant

Financial planning, retirement strategy, and long-horizon advisory for the firm's wealth-management clients.

Alexandra Beasley

Client Operations

Onboarding, document flow, and secure portal administration — the first person most new clients meet.

Terry

Administrative · 15+ years

Scheduling, records management, and the institutional memory of the firm — on the team since 2011.

How we work together

A straightforward path to becoming a client.

From first call to first return, usually under two weeks.

Step 01

Free 30-min call

We talk through your situation, your last return, and where the pressure is. No commitment.

Step 02

Flat-fee proposal

You get a written quote for the scope we discussed — tax prep, bookkeeping, or a bundled package.

Step 03

Secure onboarding

Documents move through our 256-bit SSL portal. No email attachments. No faxing.

Step 04

Ongoing partnership

Quarterly check-ins, proactive notices, and a CPA who already knows your business when you call.

40Years in Birmingham
16Service lines
A+BBB accredited since 2011
256-bitSSL-secured client portal
Existing clients

Your documents, available any time.

Our secure client portal lets you upload returns, download W-2s and 1099s, message your CPA, and view prior-year filings — all protected by 256-bit SSL encryption. No email attachments.

Frequent questions

Straight answers, before you call.

The same questions come up on almost every first call. Here's what we tell people.

Do you charge for the first consultation?

No. The first 30 minutes is free and no-obligation. We'd rather spend it figuring out whether we can help you than selling. If we're not the right fit, we'll say so.

How do your fees work?

Flat fees for defined scopes wherever possible. Personal returns are quoted based on complexity. Monthly business packages are quoted per scope (bookkeeping, payroll, tax filings, advisory). You'll know the number before you sign — no hourly surprises.

Can you work with clients outside of Birmingham?

Yes. Our portal, e-sign, and virtual-meeting setup means we serve clients across Alabama and in several other states. In-person meetings happen in Birmingham when it makes sense.

I already have a bookkeeper. Can you just do the return?

Absolutely. Roughly a third of our clients use us only for tax prep and planning. We'll work with your bookkeeper, software, or spreadsheet — whatever's there.

I got an IRS notice. What do I do?

Don't respond on your own. Forward or bring us the letter. Most notices have short response windows (often 30 days), so the sooner we see it, the more options we have.

What industries do you have the most experience with?

Professional service firms, medical practices, real-estate investors, construction subcontractors, closely-held family businesses, and high-net-worth individuals. We've seen most of what Birmingham runs on.

How do I send documents securely?

Through our 256-bit SSL client portal. Every new client gets a login on day one — no emailing W-2s or 1099s.

What if I'm already mid-year through another CPA?

No problem. We regularly transition clients mid-year. We'll work with your prior accountant to get the files and pick up where they left off — without disrupting your filings.

Let's talk

Thirty minutes. No pitch. Real answers.

Whether you're weighing a switch, wrestling with a notice, or just tired of chasing your current CPA — pick a time. We'll listen, tell you the truth, and quote a fee before you commit to anything.

Contact

Reach Angela directly.

Drop a note below and we'll respond within one business day. Need a faster answer? Call the office.

Request a consultation

Tell us briefly what you're working on. Any details help us come prepared.

Office

3072 Sunview Drive
Birmingham, AL 35243

Hours

Mon–Thu 8:30 am – 5:30 pm
Fri 8:30 am – 4:00 pm
Extended hours Jan 15 – Apr 15

Fax

(205) 982-9871