Our Services

Clear, Dependable Accounting for Every Stage of Life

01

Individual Services

We work with individuals and families who want dependable help managing their taxes, household payroll, and daily financial responsibilities. Our approach is personal and proactive — whether you’re planning ahead or just trying to keep up, we’re here to simplify your financial life.

Services include:

  • Tax Planning & Preparation
  • Nanny & Household Employment Tax Compliance
  • Bill Pay & Cash Flow Management
  • Net Investment Income Tax Assessment
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02

Business Services

From startups to seasoned operations, we help small businesses in Decatur and North Alabama stay organized, compliant, and financially confident. Whether you need help setting up your entity, managing payroll, or maintaining accurate books, we offer practical, day-to-day support tailored to your needs.

Services include:

  • Business Entity Selection & Setup
  • Monthly Bookkeeping & General Ledger Maintenance
  • Payroll Processing & Tax Filings
  • Business Income Tax Planning & Preparation

03

Estates & Trusts

We assist trustees, executors, and families with the accounting and tax complexities that come with estate and trust administration. Our goal is to bring clarity, accuracy, and peace of mind to a process that can often feel overwhelming.

Services include:

  • Estate & Trust Income Tax Filings (Federal & State)
  • Estate Tax Planning
  • Succession Planning for Family-Owned Assets
  • Fiduciary Accounting & Reporting
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Frequently Asked Questions

  • Do I need a CPA if I already use tax software?

    Tax software can be helpful for basic filings, but it doesn’t replace the value of personalized advice. A CPA brings experience, context, and strategy to your situation — especially if your finances are more complex, involve a business, or include investments. We can help you plan ahead, avoid mistakes, and identify opportunities that software might overlook. Having a professional on your side also gives you peace of mind in case anything unexpected comes up.

  • What’s the difference between bookkeeping and tax preparation?

    Bookkeeping is the process of recording day-to-day financial transactions — like income, expenses, and account reconciliations — while tax preparation involves organizing that data to file your business or personal tax returns. Bookkeeping provides the foundation for accurate tax filings, better decision-making, and compliance. We offer both services, and many of our clients benefit from having us manage the full picture year-round.

  • Do you only work with businesses in Decatur?

    While we’re proudly based in Decatur and serve many local clients, we also work with individuals and businesses across North Alabama and beyond. Thanks to secure digital tools, we’re able to serve clients who live out of town or have multi-state tax needs. If you’re not sure whether we’re the right fit for your location or situation, we’re happy to have a conversation.

  • Can you help with household payroll or nanny taxes?

    Yes — household employment tax compliance is one of our specialties. If you employ a nanny, caregiver, or other household worker, we can help you stay compliant with federal and state payroll tax requirements. We’ll handle the calculations, filings, and paperwork so you can avoid surprises and stay focused on your family’s needs.

  • What kind of clients do you typically work with?

    Most of our clients are individuals, families, and small business owners who value long-term relationships and steady financial support. We serve a wide range of industries, but especially work with service-based and retail businesses in the Decatur area. Many clients have been with us for years — they trust us to be reliable, proactive, and always focused on doing what’s right.