Business Details
21 Years
experience
Expert Tax & Accounting Services in Pelham, AL
Founded in 2005, SAS Tax & Accounting has established itself as a trusted partner for small businesses and individuals seeking expert tax and accounting solutions. Our team, led by Enrolled Agent Susan Smith, combines decades of experience with specialized certifications to deliver personalized financial guidance. We prioritize client relationships, offering tailored strategies to maximize deductions, resolve tax issues, and ensure compliance. Our commitment to continuous education ensures we stay ahead of evolving tax laws, while our local focus allows us to deeply understand the needs of Alabama businesses.From payroll services to IRS representation, we handle complex financial tasks with discretion and efficiency, empowering clients to focus on growth. Our accolades, including multiple Small Business of the Year finalist recognitions, reflect our dedication to excellence and community impact.
Services
Tax Preparation
Payroll Services
Tax Problem Resolution
Business Formation
Accounting
Bookkeeping
IRS Representation
Wage Garnishment Relief
Tax Lien Assistance
New Business Consulting
Details
- Year established: 2005
Highlights and features
- We offer 20+ years of combined experience in tax and accounting services.
- Our team includes Enrolled Agents and QuickBooks ProAdvisors with specialized expertise.
- We provide personalized tax strategies to maximize deductions and minimize liabilities.
- Our clients receive free initial consultations and dedicated support.
- We serve Alabama businesses with deep local market knowledge.
What people say
Great job
Professional
Affordable
Best accountant
Timely manner
Services
Tax Problem Resolution
We specialize in resolving complex tax issues including back taxes, IRS audits, wage garnishments, and tax liens. Our Enrolled Agents negotiate with the IRS on your behalf to establish payment plans or reduced settlements. With proactive strategies, we help clients achieve compliance while minimizing financial stress and legal risks.
Payroll Services
Our comprehensive payroll solutions handle tax calculations, direct deposits, and regulatory filings while maintaining detailed employee records. We customize services to match business size and industry requirements, including certified payroll reporting for contractors. Clients receive accurate, timely processing that reduces administrative burdens and ensures compliance with federal and state regulations.
New Business Formation
We guide entrepreneurs through entity selection, license applications, and tax ID registration while establishing proper accounting systems. Our services include business structure analysis, software selection, and compliance planning tailored to industry-specific needs. We provide ongoing support for payroll setup and tax obligations to ensure smooth operations from day one.
Tax Preparation
We prepare individual and business tax returns with a focus on maximizing deductions and credits while ensuring compliance. Our team stays current with tax law changes to implement strategic planning opportunities for withholding adjustments and estimated payments. Clients receive personalized guidance to optimize their tax position and avoid common filing errors.
Accounting Services
Our accounting solutions include bookkeeping, financial reporting, and software training tailored to small businesses. We maintain accurate records for tax purposes and decision-making while providing month-end closing support. The team specializes in QuickBooks setup and troubleshooting to streamline financial operations for business owners.
People
Susan Smith
Owner / CEO
Enrolled Agent with 20+ years of experience, Susan founded SAS Tax & Accounting in 2005 after starting her career in home-based tax preparation. She holds advanced certifications including QuickBooks ProAdvisor and National Tax Practice Institute Fellow. Susan specializes in small business tax strategy and serves as Alabama Secretary for the National Association of Tax Professionals.
Morgan Gilmore
Senior Tax Accountant
Morgan joined SAS in 2019 after graduating from the University of Montevallo with an Accounting degree. She specializes in tax return preparation for individuals and businesses while managing bookkeeping and payroll clients. Morgan combines technical expertise with personalized service to help clients meet their financial goals.
Kristi Kendrick
Office Manager
With over five years at SAS, Kristi oversees daily operations while maintaining client communication. She coordinates team workflows and ensures smooth office management. Kristi's organizational skills support the firm's commitment to efficient, client-focused service delivery.
Jill Barnett
Tax Resolution Specialist
Jill joined the team in 2023 to focus on tax problem resolution cases. She assists with IRS negotiations, lien releases, and payment plan implementations. Her background in accounting and client relations helps streamline complex tax resolution processes for stressed taxpayers.
Pam Shirley
Staff Accountant
Pam brings extensive financial reporting experience to SAS, joining in 2024 with a business management degree from the University of West Florida. She supports accounting clients with accurate record-keeping and financial statement preparation while contributing expertise in compliance matters.
Questions
What tax services do you offer for small businesses?
We provide complete business tax preparation, payroll processing, and tax problem resolution services tailored to Alabama businesses.
Can you help with IRS tax debt issues?
Yes, our Enrolled Agents negotiate payment plans, offers in compromise, and wage garnishment relief for IRS debt.
Do you offer payroll services for contractors?
We provide certified payroll reporting and compliance services specifically designed for construction contractors.
How do you assist new business owners?
We help select business structures, obtain licenses, set up accounting systems, and establish payroll processes for new businesses.
What are your office locations?
We have offices in Pelham and Millbrook, Alabama, serving clients throughout the Birmingham metro area.
Do you offer free consultations?
Yes, we provide complimentary initial consultations to discuss your tax and accounting needs.
