Business Details
21 Years
experience
Expert Accounting & Tax Services in Pelham, AL
Founded in 2005 by Susan A. Smith, an Enrolled Agent, SAS Tax & Accounting has grown from a home-based practice to a trusted firm serving Pelham and Millbrook, Alabama. Our team of certified professionals brings decades of combined experience in accounting, tax preparation, and business advisory services. We specialize in personalized financial solutions for small businesses, executives, and individuals, with expertise in tax problem resolution, payroll services, and new business formation. Our commitment to continuous education ensures compliance with evolving tax laws while maximizing client savings.Recognized as a Small Business of the Year finalist by the Greater Shelby County Chamber of Commerce, we prioritize transparency, client education, and proactive financial guidance. Our team includes QuickBooks ProAdvisors and specialists in bookkeeping, payroll compliance, and IRS representation. With two office locations and remote support capabilities, we serve clients across Alabama and beyond, combining technical expertise with community-focused service.
Services
Tax Preparation
Tax Problem Resolution
Payroll Services
New Business Formation
Bookkeeping
IRS Representation
Accounting Software Training
Financial Reporting
Details
- Year established: 2005
Highlights and features
- We offer 20+ years of combined experience in tax and accounting services
- Our team includes IRS-authorized Enrolled Agents and QuickBooks ProAdvisors
- We provide free initial consultations to understand client needs
- We specialize in resolving complex IRS tax problems efficiently
- Our personalized approach combines technical expertise with local business knowledge
Associations and certifications
- Enrolled Agent (IRS)
- QuickBooks ProAdvisor
What people say
Professional and friendly staff
Great job on taxes
Affordable pricing
IRS issues resolved
Personalized guidance
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with current tax laws while maximizing deductions and credits. Our experienced team offers personalized guidance to simplify complex tax situations and optimize financial outcomes. Services include federal and state tax return preparation, estimated tax planning, and withholding adjustments.
Tax Problem Resolution
Our specialized tax resolution services address IRS issues including back taxes, audits, liens, and wage garnishments. We represent clients before the IRS, negotiate payment plans, and implement strategies to reduce penalties and interest. Our team handles non-filed returns, offer in compromise submissions, and levy releases to resolve tax debt efficiently.
Payroll Services
We offer full-service payroll solutions including tax calculations, check processing, and regulatory compliance. Our services cover federal and state tax deposits, W-2/W-3 processing, and detailed employee accrual reports. We ensure accurate payroll tax filings while saving businesses time and reducing compliance risks through up-to-date regulatory knowledge.
New Business Formation
We guide entrepreneurs through business formation including entity selection, license applications, and EIN registration. Our services cover business structure evaluation, accounting software selection, and payroll system implementation. We provide customized solutions for LLCs, corporations, and sole proprietorships to establish proper financial foundations for new ventures.
Bookkeeping
Our bookkeeping services include bank reconciliation, general ledger maintenance, and financial statement preparation. We provide income statement and balance sheet analysis to track business performance, manage cash flow, and support informed decision-making. Services are tailored to meet the specific needs of small businesses and startups.
People
Susan Smith
Owner / CEO
Enrolled Agent and founder with 20+ years of tax expertise, specializing in IRS representation and small business accounting. Holds degrees in Economics and Accounting, and serves as Alabama NATP Secretary.
Morgan Gilmore
Senior Tax Accountant
Specializes in tax returns and payroll services since 2019. University of Montevallo graduate with BBA in Accounting, providing expertise in individual and business tax compliance.
Jan Patterson
Payroll Specialist
Over 10 years of payroll and bookkeeping experience, processing client payroll while maintaining compliance with employment tax regulations and reporting requirements.
Pam Shirley
Staff Accountant
Brings extensive financial reporting experience, specializing in business accounting solutions. Graduated with Business Management degree and provides expertise in corporate financial management.
Jill Barnett
Tax Resolution Specialist
Specializes in IRS problem resolution and tax debt management. Provides strategic solutions for tax liens, levies, and audit representation to help clients achieve financial compliance.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation, payroll services, new business formation, bookkeeping, and IRS audit representation tailored to small business needs.
Can you help with IRS tax debt problems?
Yes, we specialize in resolving IRS issues including back taxes, liens, levies, and payment plan negotiations to reduce tax debt burdens.
Do you offer payroll processing for businesses?
Yes, we provide full-service payroll including tax calculations, check processing, and regulatory compliance reporting for businesses of all sizes.
What accounting software do you support?
We offer QuickBooks ProAdvisor services and help clients select and implement appropriate accounting software solutions for their business needs.
Are your tax preparation fees competitive?
Yes, clients consistently praise our reasonable pricing while maintaining high-quality, accurate tax preparation services.
Do you offer free tax consultations?
Yes, we provide free initial consultations to assess your tax and accounting needs and recommend appropriate solutions.
