We work with individuals and a wide variety of business clients to help plan and prepare in today’s rapidly changing tax environment. We offer comprehensive services in tax return preparation and tax planning and consulting.

Business Tax Services

  • Comprehensive tax planning, compliance and advisory services
  • Multi-state taxation, nexus studies and state & local taxation consulting services
  • Corporate entity selection and business structure consulting
  • Tax research and technical advisory services
  • Executive compensation, stock based compensation and deferred compensation tax planning and compliance
  • Research and development tax credit compliance and advisory services
  • Alabama capital credit and state tax incentives consulting
  • Employee stock ownership plan (ESOP) compliance and advisory services
  • Audit representation with the IRS and state & local taxing authorities
  • Work opportunity tax credit and state employment incentives
  • Not-for-profit compliance and advisory services
  • IC-DISC
  • Tangible personal property regulations
  • International income tax compliance, planning and advisory services
  • Uniform capitalization section 263A (UNICAP) compliance and advisory services
  • Mergers & acquisitions
  • Valuation services
  • Succession planning & exit strategies
  • Trust & fiduciary tax planning and advisory services
  • Affordable care act (ACA) planning and advisory services
  • Retirement plan tax compliance and advisory services
  • Employee benefits tax compliance and advisory services
  • C corporation and pass-through entity tax planning and advisement
  • Energy tax incentives

Individual Tax Services

  • Comprehensive tax planning, compliance and advisory services
  • Gift & estate tax planning and compliance services
  • Individual income tax credits and incentives advisement
  • Alternative minimum tax planning and consulting
  • Stock based compensation structuring, planning and advisory services
  • Affordable Care Act compliance and tax incentives
  • Net investment income tax planning and advisement
  • Financial and retirement planning
  • High-net-worth tax planning and advisory services