Everything your finances
need, under one roof.
From simple individual returns to complex business accounting — we've got the expertise and the team to handle it all, year-round.
Tax Preparation
Accurate, maximized, and stress-free. We prepare federal and state returns for individuals, families, self-employed, and businesses of all sizes. Our team stays current on every tax law change so you don't have to.
- ✓Federal & Alabama state returns
- ✓W-2, 1099, self-employed & business filers
- ✓Maximum deduction & credit review
- ✓IRS e-file with acceptance confirmation
- ✓Refund tracking support included
- ✓Prior year returns & amendments available
Accounting & Bookkeeping
Clean books mean clear decisions. We take over the financial record-keeping for your business so you always know your numbers — without the headache of doing it yourself.
- ✓Monthly bank & credit card reconciliation
- ✓Profit & Loss, Balance Sheet, Cash Flow reports
- ✓Accounts receivable & payable tracking
- ✓Accounting software setup
- ✓Catch-up bookkeeping for behind accounts
- ✓Year-end financial package for taxes
Payroll Services
Pay your employees accurately and on time — every time. We handle payroll processing, tax deposits, quarterly filings, and year-end W-2 and 1099 preparation so you can focus on running your business.
- ✓Weekly, bi-weekly, or monthly payroll runs
- ✓Federal & Alabama payroll tax deposits
- ✓Quarterly 941 & annual 940 filings
- ✓W-2 & 1099 preparation and distribution
- ✓Direct deposit setup & management
- ✓New hire reporting compliance
Tax Planning
The best time to reduce your tax bill is before the year ends — not when you're filing. Our proactive planning sessions identify strategies that save you real money, year after year.
- ✓Year-round tax strategy sessions
- ✓Estimated quarterly tax calculations
- ✓Retirement & investment tax guidance
- ✓Business structure optimization
- ✓Deduction maximization strategy
Business Formation
Starting a business is exciting. Doing it right from day one saves you thousands in taxes and headaches down the road. We help you choose the right structure, file the right paperwork, and set up your accounting from scratch.
- ✓LLC, S-Corp, C-Corp, or Sole Prop guidance
- ✓Alabama state registration filing
- ✓EIN (Tax ID) application with IRS
- ✓Business bank account setup guidance
- ✓Chart of accounts & QuickBooks setup
Servicio completo en Español
Atendemos a la comunidad hispana de Birmingham y sus alrededores con servicio completo en español. Nuestro equipo bilingüe está aquí para explicarle todo claramente — sin confusión, sin barreras.
- ✓Preparación de impuestos en español
- ✓Contabilidad y nómina en español
- ✓ITINs para personas sin SSN
- ✓Declaraciones para trabajadores independientes
- ✓Formación de negocios en español
Simple, honest fees
No surprise charges. No hidden fees. Every return includes e-filing and refund tracking. New clients get 10% off.
- ✓ Federal + Alabama state return
- ✓ W-2 & standard deductions
- ✓ IRS e-file included
- ✓ Refund tracking support
- ✓ 3-day turnaround
- ✓ Everything in Individual
- ✓ Schedule C / business income
- ✓ Deduction maximization
- ✓ Quarterly estimate calculations
- ✓ Priority turnaround
- ✓ Year-round follow-up support
- ✓ Corporate tax returns
- ✓ Monthly bookkeeping available
- ✓ Payroll processing
- ✓ Multi-entity support
- ✓ Dedicated account manager
💡 New clients receive 10% off their first return. Ask about our referral program.
Common questions
What documents do I need to bring?
For most individual returns you'll need your W-2s or 1099s, Social Security numbers for you and any dependents, last year's tax return (if available), and any receipts for deductions you plan to claim. We'll send you a full checklist when you book your appointment.
How long does it take to file my return?
Most individual returns are completed within 3 business days of receiving your documents. Business and corporate returns may take 5–7 days. We'll give you a realistic timeline at your consultation.
Can you file returns for previous years?
Yes — we handle prior year returns and amended returns (1040-X). Whether you missed a year or need to correct an error, we can help you get caught up and avoid IRS penalties.
Do you offer services in Spanish?
Absolutely. Our team is fully bilingual and we serve Birmingham's Hispanic community with complete tax, accounting, and payroll services in Spanish. We also assist with ITIN applications for those without a Social Security number.
What if I get audited after you file my return?
We stand behind our work. If you receive an IRS notice or are selected for audit on a return we prepared, we'll support you through the process at no additional charge for issues related to our preparation.
Can I drop off documents or do you work remotely?
Both! You can visit us at our Birmingham, Alabama office, drop off documents, or work with us entirely remotely via email and our secure document portal. We serve clients across Alabama and beyond.