Tax Planning and Accounting for
Small & Mid-Sized Businesses
A planning-first CPA firm covering the four roles your business actually needs: tax advisor, tax preparer, bookkeeper, and CFO.
Based in Alabama • Serving Clients Across the Country
What Brings People to Us
Most business owners have someone handling tax filings and bookkeeping. What’s often missing is proactive planning and a clear view of the business as a whole.
The Missing Advisor
You have someone who prepares your taxes. But do you have someone who plans them? The advisor role is where the real savings happen, and it's the role most owners have never been offered. We plan all year, not just at filing time.
The Year-End Surprise
Your tax bill gets decided during the year, not when you file. Elections expire, timing decisions close, and strategies need setup before December 31st. If your CPA only sees you at tax time, the planning window is already shut.
The Hourly Billing Problem
When advice is billed by the hour, asking a question feels expensive. So you stop asking. We use fixed pricing because we want you to call. Questions are free. They're the whole point.
The Coordination Gap
Your bookkeeper sends files to your CPA who sends them to your payroll company. Nobody is watching the whole picture. We handle tax, accounting, payroll, and compliance in one place, so nothing falls through the cracks.
Numbers Without Meaning
Your books get reconciled. Your returns get filed. But nobody explains what the numbers actually mean. Revenue is up but cash is tight, and you're not sure why. We analyze the financials and tell you what they're showing.
Quarterly Guessing
Estimated tax payments based on last year are just guesses. We run projections throughout the year and adjust them as your business changes. You'll know what's coming before it arrives.
Why Work With Us
A planning-first CPA firm built to cover all four finance roles your business needs.
Cross-Industry Experience
Before founding Wealth Partners, Quinn Nguyen practiced at a respected regional CPA firm, working across healthcare, construction, real estate, professional services, restaurants, and more. Few CPAs at any tenure have touched this range of business types.
Advanced Planning Access
The firm is certified through an advanced tax planning program with access to over 130 strategies. We also work with an advisory network that includes a senior CPA with more than thirty years of experience on complex matters.
Fixed Pricing
The price is agreed before work begins. Advice is included, not metered. Additional work gets approved first. You always know what you're paying for, and questions never feel expensive.
All Four Roles Covered
Tax preparer, tax advisor, bookkeeper, and CFO. Most businesses have the first and third, and nobody told them the other two exist. We handle all four under one roof, coordinated and connected.
Our Services
Tax planning, tax preparation, bookkeeping, compliance filings, payroll, and CFO advisory. Start with what you need. Add more when it makes sense.
Tax Planning & Advisory
Year-round tax planning built to find savings before the year closes, not report them after it is too late. Regular check-ins, quarterly projections, mid-year and year-end planning sessions, and a walkthrough of every filed return.
Business Tax Preparation
Business tax returns prepared by a CPA firm that plans all year, so the return files what the planning already decided. Partnerships, S corporations, C corporations, and multi-state filings, with the return explained after filing rather than just delivered.
Individual Tax Preparation
Individual returns prepared carefully and explained plainly. We handle business income, rental properties, equity compensation, and multi-state situations where accuracy actually matters.
Estate, Trust & Nonprofit Tax
Tax returns and compliance for estates, trusts, and nonprofit organizations. We handle the fiduciary filings so trustees, executors, and boards can fulfill their obligations correctly.
Tax Notice Resolution
When the IRS or the state sends a letter, we read it, explain what it actually says, and handle the response, from simple notices through examinations, so it gets resolved instead of ignored.
Compliance Filings
The filings a business owes all year, handled on schedule. 1099s, W-2s, payroll tax returns, sales tax, business personal property tax, and business licenses, including the county and municipal filings Alabama businesses actually face.
Bookkeeping
Monthly bookkeeping held to a CPA firm's standard. Transactions categorized, accounts reconciled, and financial statements ready for tax planning all year.
Financial Reporting & Analysis
Financial statements read, not just produced: trend and KPI analysis, cash flow visibility, and fixed asset and depreciation schedules maintained, so the numbers turn into information an owner can act on.
Bill Pay & Invoicing
We handle your bills and invoices so you can focus on running the business. Bills are tracked and paid on schedule. Invoices go out promptly and payments are matched when they arrive. Everything flows into clean books.
Payroll & Retirement
Payroll run on schedule with its tax filings handled, and retirement plans coordinated with the tax planning they belong to, from solo plans through the advanced designs high earners use.
CFO Advisory
CFO-level oversight for businesses that have the books and the tax filings but nobody analyzing the whole picture. Monthly oversight, KPI and trend review, cash flow forecasting, and a senior perspective when decisions are on the table.
Industries We Work With
Every industry has its own tax landscape. We bring real experience to yours.
Physicians & Medical Practices
Healthcare
Tax and accounting for physicians and medical practices, where the difference between filing and planning shows up in real money. Entity structure, owner compensation, retirement design, and year-round projections built for practice owners who are done being surprised in April.
Clinics & Surgery Centers
Healthcare
Tax and accounting for multi-owner clinics and ambulatory surgery centers. K-1s to physician investors, facility depreciation decisions, and the financial discipline multi-owner medicine requires.
Dentists
Healthcare
You learned to practice dentistry. Nobody taught you to navigate practice acquisitions, equipment depreciation, or exit planning.
Chiropractors
Healthcare
Tax and accounting for chiropractic practices: entity and compensation structure sized to the practice, equipment expensing, and books that keep a mixed cash-and-insurance practice honest.
Mental Health Professionals
Healthcare
Tax and accounting for therapists, counselors, psychologists, and psychiatric practices in private practice, where the right entity election and a real planning cadence routinely pay for themselves.
Veterinarians
Healthcare
Tax and accounting for veterinary practices, equipment and inventory-heavy medicine with real entity planning stakes, especially in an era when every practice owner eventually hears from a consolidator.
Real Estate Investors
Real Estate
Tax planning and accounting for real estate investors. Depreciation strategy, cost segregation, exchanges, passive loss rules, and per-property books that make the real savings possible.
Realtors & Agents
Real Estate
Commission income planning, the S corporation question answered with real numbers, and quarterly projections that keep a variable year from becoming a surprise.
Property Managers
Real Estate
Tax and accounting for property management companies. Trust-account-clean books, owner and vendor 1099 obligations handled on schedule, and entity planning for the management business itself.
General Contractors & Builders
Construction & Trades
Tax and accounting for general contractors and builders, where the accounting method decision alone can move real money, and job-level books decide whether the margins are real.
HVAC Contractors
Construction & Trades
Fleet vehicles and equipment expensed right, parts inventory tracked, service agreement revenue timed properly, and seasonal income smoothed through planning.
Plumbers
Construction & Trades
Tax and accounting for plumbing contractors. Vehicles and equipment expensed right, job costing that shows real margins, and planning that keeps a busy contractor ahead of the tax year.
Roofing Contractors
Construction & Trades
Tax and accounting for roofing companies, where storm seasons spike income, subcontractor crews raise real documentation stakes, and planning turns a windfall year into a managed one.
Landscaping Companies
Construction & Trades
Landscaping runs on seasons. We build the books and the planning around that reality, so the strong months carry the quiet ones.
Restaurants & Bars
Retail
Tax and accounting for restaurants and bars. We calculate the FICA tip credit most owners have never claimed, handle payroll for tipped employees correctly, and keep daily books that show whether thin margins are real.
Law Firms & Attorneys
Professional Services
Tax and accounting for law firms and solo attorneys, from advanced client costs to partner compensation, with books that keep operating funds separate from trust accounts.
Consultants & Professional Firms
Professional Services
Service businesses often have strong margins but pay more than necessary. Entity structure and retirement plan design make the difference when someone runs the numbers.
130+
Tax planning strategies
Fixed
Pricing on every engagement
4
Finance roles covered
Planning-First Tax & Accounting
The Next Step:
Start a Conversation
We begin with a clear understanding of your business, then define the engagement and establish pricing from the outset.