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Certified Public Accountants

Our team of talented CPAs, accountants, and financial professionals has the experience to help businesses increase profits and reach their financial goals.

 

Accounting
Services

Audit, Reviews, and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

*Audit- an intensive examination with the highest level of assurance

*Review - some analytical procedures conducted with limited assurance

*Compilation - based upon client information provided and used primarily for internal use.

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Payroll Services

Sales Tax Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner. If payroll is a burden for your company, we can process and prepare your actual payroll checks. Our degree of service in this area depends soley on your Company's needs.

Many of our clients are responsible for collecting and submitting sales taxes in many different localities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Estate & Trust Tax Preparation

Business Consulting

Effective estate and gift 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. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

 

CPA Firm in Birmingham, AL

Stone, Avant & Daniels is the perfect answer to the accounting and tax needs of all kinds of businesses in the Birmingham area. We offer the flexibility to create a package of accounting services that's custom made to match the reporting requirements of your particular business. We offer budgeting, tax planning, business consulting, cloud accounting, and much more. Whether your business is new or established, small or midsized, you’ll always receive the personal support and exceptional service our Birmingham CPA firm has come to be known for by local business owners.

For all of our clients, our goal is to form a long-standing professional relationship. To learn more about the entire scope of accounting and bookkeeping services offered by Stone, Avant & Daniels, and how we can save you money on taxes, contact us for a free consultation now.

Get a Free Consultation | (205) 870-9898

Analyzing Data
 

OUR TEAM

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Russel L Stone, CPA

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Lisa M. Avant, CPA

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Kelley A. Daniels,
CPA, MBA

 

MANAGING SHAREHOLDER

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Bret Cloud, CPA

SHAREHOLDER

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Cary Cherry, CPA

SHAREHOLDER

 
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CONTACT
Stone, Avant & Daniels

OUR ADDRESS

1801 Oxmoor Road
Suite 200
Birmingham, AL 35209

Email: CBishop@stoneavant.com


Phone: 205-870-9898
Fax: 205-870-9903

 

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