Account for Data, LLC

Account for Data, LLC Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Account for Data, LLC, Tax preparation service, Birmingham, AL.

"Money talks… mine just says goodbye.’

I work with creative agency owners to turn inconsistent revenue into predictable profit using strategic accounting and tax planning. 😊 CPA = Can Prevent Anxiety (especially during tax season).
✅ I untangle bookkeeping, accounting, and tax prep so small business owners can actually enjoy their business (or at least their coffee).
🎉 Saving you from the ‘oops’

in QuickBooks, the ‘ouch’ in tax season, and helping you with the strategy to grow your business stress-free.

If I owe, I’ll just pay it at tax time.”That may sound like a plan—but it also means you could be using the IRS as a len...
08/28/2026

If I owe, I’ll just pay it at tax time.”

That may sound like a plan—but it also means you could be using the IRS as a lender.

For the fourth quarter of 2026, the IRS underpayment interest rate is 7%. If you still have a balance after the tax deadline, penalties and other fees can increase the cost even more.

The IRS may start at 7%, but that may not be your final cost.

Before holding on to money that should be set aside for taxes, consider what that cash is actually doing for your business. Is it producing a return that justifies the cost—or is it simply being spent elsewhere?

Waiting to pay isn’t automatically a bad decision. But it should be an informed financing decision, not a surprise at tax time.

Your P&L says you made a profit. 🙌But then you look at your bank account and think…Okay, so where’s the money? 👀It doesn...
08/24/2026

Your P&L says you made a profit. 🙌

But then you look at your bank account and think…

Okay, so where’s the money? 👀

It doesn’t necessarily mean something is wrong.

Profit and cash don’t move the same way—and things like invoice timing, loan payments, credit cards, and owner distributions can help explain the difference.

When you review your business finances, are you looking beyond the P&L?

From trying to understand why these kids wear hoodies in this ridiculously hot weather, to trying to see who's benefitin...
08/21/2026

From trying to understand why these kids wear hoodies in this ridiculously hot weather, to trying to see who's benefiting monetarily. My accounting brain at work in real time....😂😆🤣

Revenue can look healthy while your financial foundation still feels unclear.That doesn’t necessarily mean the business ...
08/19/2026

Revenue can look healthy while your financial foundation still feels unclear.

That doesn’t necessarily mean the business is failing. It may simply mean one part of the financial foundation needs more attention.

The Financial Foundation Assessment helps creative business and agency owners identify where their systems are strongest, where the biggest gap may be, and what to focus on next.

No spreadsheets. No finance lecture. Just a clearer place to start—in about three minutes.

Take the free assessment here: https://creativebizcpa.com/financial-foundation-assessment

08/11/2026

Profit on the P&L ≠ cash in the bank.

And sometimes that difference can leave you wondering… where did the money go? 😅

Understanding your profit is important. But so is understanding what’s actually happening to your cash.

When you review your business finances, are you looking beyond the P&L?

💡 Didja know the IRS offers an online portal specifically for businesses?An IRS Business Tax Account is a secure online ...
08/09/2026

💡 Didja know the IRS offers an online portal specifically for businesses?

An IRS Business Tax Account is a secure online account that allows eligible business owners and authorized individuals to view and manage certain federal tax information for a business.

Depending on your business type and role, you may be able to view IRS notices, check balances and payments, review payment-plan details, and download certain tax records.

Users may include sole proprietors with an EIN, partners, S corporation shareholders, C corporations, tax-exempt organizations, and government entities.

Swipe through to learn how a Business Tax Account can help you stay informed and take more control of your business tax situation. 👉🏽

Contributions to Section 530A accounts (also known as Trump Accounts) are now eligible for the gift tax annual exclusion...
07/31/2026

Contributions to Section 530A accounts (also known as Trump Accounts) are now eligible for the gift tax annual exclusion. If, for example, you contribute cash (including via check or EFT) to a child or grandchild’s account, that contribution won’t be subject to the federal gift tax or related reporting requirements, as long as your total gifts to the child for the year don’t exceed $19,000. Note that contributions from most sources are limited to $5,000 per year (not including the initial federal government contribution of $1,000 if the child qualifies), per Section 530A account. Also, the recipient must be under age 18 at the end of the tax year. Have questions? Call us at (888) 231-4738.

A project can be profitable and still put serious pressure on your cash flow.If payroll and contractors are due this Fri...
07/30/2026

A project can be profitable and still put serious pressure on your cash flow.

If payroll and contractors are due this Friday—but the client pays 30 to 45 days later—your business has to fund that gap. That can lead to credit-card interest, fast-deposit fees, or the classic “we made money, so where is it?” moment.

When evaluating project success, don’t stop at profit margin. Review your deposits, payment milestones, average collection time, and when project-related expenses are due.

Profit matters. Payment timing does, too.

Are your current payment terms supporting your cash flow—or quietly working against it?

You may be eligible for the Child and Dependent Care Credit if you pay for care so you can work. For 2026, the credit fo...
07/29/2026

You may be eligible for the Child and Dependent Care Credit if you pay for care so you can work. For 2026, the credit for lower-income taxpayers increases from 35% to 50% of the first $3,000 of qualified expenses for one child ($6,000 for two or more children). Some middle-income taxpayers may also qualify for a larger percentage than in prior years. Call us at (888) 231-4738 to learn how the updated rules may apply to your family.

If you’re age 50 or older, a great way to enhance your retirement nest egg is to make “catch-up” contributions to your 4...
07/28/2026

If you’re age 50 or older, a great way to enhance your retirement nest egg is to make “catch-up” contributions to your 401(k), 403(b), 457 plan, SIMPLE or IRA. And workers age 60 to 63 can potentially boost their 401(k) or other employer-sponsored retirement plan up to 150% of the regular catch-up limit. For 2026, this means an extra contribution of $11,250 ($5,250 for SIMPLEs). Want to make the most of tax-advantaged savings opportunities? Contact us at (888) 231-4738.

Address

Birmingham, AL
35203

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 9am - 2pm

Telephone

+18882314738

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