Partners Tax and Accounting, LLC

04/01/2020

Don't add stress to already stressful times. Let us take care of your tax returns and look for ways to minimize your taxes. Drop off at our office, submit via secure e-mail, or we'll even meet you outside for curb-side pickup. Call today for details. 205.933.0104 or email [email protected]

03/23/2020

Alabama has moved its filing deadline to July 15 as well. We are still able to help you with your tax needs. Please give us a call.

The IRS moved the deadline for filing federal income tax returns to July 15.

03/20/2020

This morning, the government announced that the Federal Tax filing date has been moved from April 15 to July 15. Alabama is expected to follow suit.

03/17/2020

Note - as of this time, tax filing is still set for April 15.

However, you will have more time to pay, as announced today... "the government is deferring $300 billion in IRS payments by 90 days, penalty-free." If you owe a payment to the IRS, you can defer up to $1 million as an individual. Businesses can defer up to $10 million in payments.

But for those feeling the crunch of work and school closures and expecting a refund, filing prior to the deadline is a good call.

We'll do our best to keep you up to date with the quickly changing financial landscape.

Delay takes pressure off of people scrambling to pay their returns by April 15.

03/17/2020

We are closely monitoring the Covid-19 situation. Our priority is the well being of our clients and employees.

In light of recent information, we have decided to adjust our operations to provide a safer environment for our clients and employees. We are offering curbside service, drop off service, as well as email service.

While, in person tax preparation is still available on a limited basis, we strongly encourage our clients to drop off, mail or email their return information to us.

We have the capability to safely and securely handle your tax return online. We can prepare your return, email documents to you for a docusign signature and efile the completed return.

Call us with any questions or to schedule curb side service.

Lakeview 205.933.0104

HWY 280 205.980.8072

Calera 205.688.1910

02/06/2020

Who is most likely to be audited? You may be surprised. Whether you earn a lot or a little, get peace of mind with professional tax preparation.

An IRS audit over taxes is about half as likely as it was five years ago. Even so, two groups face higher rates than others.

02/05/2020

It's getting close to "that" time of year. Are you ready? Call us today: 205.933.0104 and we'll help get you started.

01/22/2020

How will the new SECURE (Setting Every Community Up for Retirement Enhancement) Act affect your IRA and 401K accounts? See this article for four of the major changes. And come see us if you'd like more information on how this specifically affects your plans.

The SECURE Act is one of the most dynamic changes to retirement legislation since the Pension Protection Act of 2006, and addresses a wide variety of retirement planning topics. Here's what you need to know...

04/08/2019

It's the final countdown to the April 15th deadline. Call us and make an appointment or file an extension to avoid penalties. 205.933.0104

02/26/2019

Best accountant I've ever had, just an absolute pleasure to work with!
-Justin Lewis
(5 Star Review)

02/15/2019

I learned of Partners Tax & Accounting from my father who has been filing there for years. When I asked him where I should go to file my taxes and get the most out of my money and time; he insisted that I check out Partners and I have been going ever since. I used to file at the Center point location but they recently moved to 5th Avenue South in Birmingham. Which, is way more convenient for me and my family because it has less traffic and has its own parking lot on the side of the building. The first person I met was the financial advisor, Roger, who showed me how to plan for short and long-term financial goals. All the preparers were knowledgeable and did things in a timely manner. The cost was fair and I was out of there and on my way home within the hour (considering I had a lot of taxable income). I would recommend Partners Tax & Accounting to anyone who is looking for a company they can trust and rely on every year.

Mo Renae
(5 Star Review)