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205.434.1CPA - Birmingham
(205.434.1272)
256.384.9CPA - North Alabama
(256.384.9272)
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Individual Services

Tax Preperation

Preparing your own income tax return can be a daunting task that leaves you with more questions than answers. Today’s tax laws are so complicated that filing a fairly simple tax return can still be confusing. Tax software programs can provide a false sense of security as it’s easy to overlook deductions and credits to which you are entitled, and there’s simply no substitute for the assistance of an experienced and knowledgeable CPA.

We offer direct deposit of your refunds and can deduct your preparation fees from any refund you are due.

Our pricing is straight forward. After gathering a little information on your personal situation, we can let you know up front what the bill will be. Our prices include electronic filing fees and are reasonable and in line with the market.

Investment, Retirement, and Business

Through our strategic partnership with BPG Advisory Services, we are proud to offer our clients a one stop shop solution to their investment, retirement, business and estate issues. With this strategic alliance we have access to over 150 years of combined experience and can help you with setting up Tax Qualified plans such as IRA’s, SEP plans, Safe Harbor match plans, 401k & Profit Sharing plans, Defined Benefit plans, or a combination of Defined Benefit and 401k plans. We can perform studies to determine the most suitable plan for you given your specific goals, objectives, and risk tolerance.  
 

Estate Planning

We can also help with post‐retirement planning such as protecting assets against market losses, while receiving gains that mirror market gains or re‐structuring assets to increase and/or extend retirement income. And we can assist in pre‐retirement planning, education planning, and insurance planning by helping you answer the tough questions like: How much will be needed? How much do I need to save? When can I afford to retire? What investments best fit my goals and objectives considering my risk tolerance? Which education plan fits my needs? How much and what kind of life insurance do I need?  

Call Us To Schedule An Appointment Today!

205.434.1272