Business Details
50+ Years
experience
Your Trusted Birmingham Accounting Partner Since 1963
Established in 1963, we are one of Birmingham's oldest and most respected accounting and consulting firms. Our foundation was built on trust earned through meticulous work and personalized service, starting with a single client who recognized our commitment to excellence. Over six decades, we have expanded our expertise while maintaining the core values of integrity and individualized attention that define us. Our team of seasoned professionals specializes in tax planning, financial forecasting, audits, and advisory services tailored to businesses and individuals.We pride ourselves on staying ahead of evolving tax laws to minimize liabilities and maximize opportunities for our clients. Our reputation for reliable IRS and state tax representation, combined with decades of experience in estate planning and business valuations, ensures clients receive strategic guidance grounded in deep technical knowledge. By combining cutting-edge technology with a client-centric approach, we empower businesses to make informed decisions and individuals to achieve long-term financial security.
Services
Tax Planning
Financial Forecasting
Audit Services
Payroll Processing
Estate Planning
IRS Representation
Business Valuations
Retirement Planning
Details
- Year established: 1963
Highlights and features
- We offer 60+ years of combined experience in accounting and tax law.
- Our personalized approach ensures tailored financial strategies for each client.
- Comprehensive services span tax planning, audits, estate planning, and IRS representation.
- Proven expertise in minimizing tax liabilities through proactive compliance monitoring.
- Deep local knowledge of Birmingham's business and regulatory environment.
Associations and certifications
- Certified Public Accountants
What people say
Expert tax planning
Reliable IRS representation
Personalized service
Strategic financial guidance
Decades of experience
Services
Tax Planning
Our tax planning services proactively minimize liabilities by monitoring federal, state, and local tax law changes. We implement customized due-date tax monitoring systems to prevent penalties while optimizing deductions and credits. Clients benefit from year-round advisory support to align financial decisions with tax-efficient strategies.
Financial Forecasting
We provide forward-looking financial forecasts to help businesses anticipate market trends and operational challenges. Our proforma projections analyze cash flow, budgeting needs, and growth scenarios, enabling data-driven decisions. This service empowers clients to adjust strategies proactively for sustained profitability.
Audit Services
Our audit services ensure GAAP-compliant financial statements through rigorous compilation, review, and full-scope audit processes. We deliver accurate assessments of financial health while maintaining transparency. Businesses gain actionable insights to improve reporting accuracy and regulatory compliance.
IRS Representation
We provide comprehensive IRS and state tax audit representation, leveraging deep knowledge of tax codes to resolve disputes efficiently. Our team negotiates offers in compromise and addresses compliance issues, protecting clients' interests during examinations.
Estate Planning
Our estate planning minimizes tax burdens through strategic trust creation and asset distribution frameworks. We prepare federal and state estate tax returns while ensuring loved ones' financial security. Clients receive tailored solutions balancing legal compliance with personal wishes.
People
Glenn F. Till, Jr.
Managing Shareholder
Certified Public Accountant with 40+ years of experience in tax planning, auditing, and consulting for closely-held businesses. Specializes in estate planning and real estate taxation. Active in professional organizations and community service.
L. Marty Brown
Shareholder
CPA licensed in Alabama and Georgia, focusing on financial reporting and tax consulting for real estate and automotive industries. Serves on nonprofit boards and contributes to tax clinics while maintaining multi-state compliance expertise.
Michael W. Morman, Jr.
Shareholder
Auditing specialist with 30+ years of experience in local government and retail trade sectors. Expert in not-for-profit accounting and multi-state tax compliance. Active member of professional accounting institutes.
Beth F. Chicarello
Shareholder
Certified Fraud Examiner specializing in nonprofit entities and employee benefit plan audits. Combines accounting expertise with technology background to deliver comprehensive compliance solutions for diverse industries.
Jennifer Sherman
Principal
CPA with expertise in local government accounting and real estate taxation. Provides strategic financial guidance through audits, compliance reviews, and tax planning services tailored to public sector clients.
Questions
What accounting services do you offer for small businesses?
We provide audits, tax planning, payroll processing, and financial forecasting tailored to small businesses. Our services ensure compliance while optimizing financial performance through personalized strategies.
How do you handle IRS audit representation?
Our team offers full IRS audit representation, using tax code expertise to resolve disputes efficiently. We negotiate offers in compromise and ensure compliance while protecting client interests during examinations.
Can you assist with estate tax planning?
Yes, we minimize estate tax liabilities through strategic trust creation and asset distribution frameworks. Our services include preparing federal and state estate tax returns while aligning plans with personal wishes.
What industries do you specialize in?
We specialize in real estate, construction, automotive dealerships, nonprofit entities, and local governments. Our team has deep expertise in these sectors' unique financial and regulatory requirements.
Do you offer year-round tax consulting?
Yes, we provide ongoing tax consulting to minimize liabilities through proactive planning. Our services include monitoring law changes, optimizing deductions, and implementing compliance systems throughout the year.
