other information

1603 First Avenue East
Jasper, AL 35501
(205) 221-5454

The American Institute of Certified Public Accountants

services we provide our clients

Audit Services:

We offer audit services, review, compilation and agreed upon procedures.  Audits are intensive examinations of your Company books and records and serves as an important tool for management, owners and financiers and capital sources. Reviews provide limited assurance through analytical procedures and inquiries, while Compilations consist of taking client information and putting in the form of financial statements prepared in accordance with generally accepted accounting principles.


Filing for bankruptcy is a serious and involved process with many legal and tax issues. Our firm is familiar with the complexities of the bankruptcy filing system and can competently guide you through the process.  

Benefit Plan Services

Since we also provide Audits of benefit plans we feel we are uniquely qualified to advise you at every level employee benefit plans by providing help with development of the plan, implementation of the documents and paperwork.  


Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. With well-organized financial records your business operations will run more efficiently on a daily basis.  

Business Valuations

Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.  

Buying & Selling a Business

Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.  

Business Succession Planning

With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan for the transition of your business to your successors 

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.  

Consulting Services

We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. The following is just a few of the areas in which we provide consulting services:  

  1. Estate, trust & gift planning  
  2. Business valuations  
  3. Accounting software selection and implementation  
  4. Financial & retirement  
  5. Computer systems  

Estate Planning, Gift and Trust Tax Return Preparation

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. We also provide estate and gift tax planning to help transfer your wealth, effectively reduce your estate, thereby minimizing your tax liability both Estate and Individual.  

Expert Witness Services

Our level of competence allows us the opportunity to function as expert witnesses in litigation cases where financial issues need to be established or refuted. Litigation support also involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. 

IRS and State/Local Tax Representation

With a highly experienced tax staff we have extensive experience in dealing with not only the IRS, but with Alabama and local taxing authorities and with other state agencies.

Payroll Services

We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system and prepare all necessary payroll tax returns in a timely manner.  Or we can prepare your payroll, pay your accounts payables and provide complete business accounting cutting your overhead by reducing the number of employees you need in your office.

Retirement Planning

Periodic review of your financial plan and successful implementation will ensure financial independence during your working years and through your retirement years.  

Sarbanes Oxley Compliance

Our professionals have been trained to assist management comply with the provision of Sarbanes Oxley at an affordable cost.  

Software Support & Tax Preparation

We provide support for Peachtree and MAS 90 accounting software. Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.  

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:  

  1. Tax planning & return preparation  
    • Individuals  
    • - Corporations  
    • Partnerships  
    • LLCs/LLPs  
    • Estates, trusts & gift  
  2. Not-for-profit organizations  
  3. Taxing authority representation  
  4. Divorce and support issues  
  5. Tax effects of buying/selling a business