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