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Tax Preparation

They say that there are only two sure things in life… death and taxes. But just because you have to PAY taxes, doesn’t mean YOU have to be the one that prepares them! Let us help!

birmingham-al-tax-prep.jpgWe all have unique skills, interests, and passions. My guess is that preparing your taxes isn’t one of yours. The GOOD NEWS is that preparing taxes and helping people reduce their tax bill is one of our passions. 

Our staff has prepared hundreds of tax returns for people in the Birmingham, Alabama area just like you. If you are in or nearing retirement, many recent tax law changes could impact you. We’ll comb your return to make sure you don’t miss out on things like:

  • The recent changes as a result of the Affordable Care Act (Obamacare)
  • The most common deductions missed by retirees
  • Simple ways to potentially reduce your income tax burden in the future

Choose us and gain the confidence in knowing that:

  • Each return is reviewed for tax savings and planning opportunities.
  • Each return is guaranteed.
  • Electronic filing (Efile) is included at no extra charge.

CALL US TODAY AT 205-933-2920

Walter Barnes is a registered non-solicitor of, and David (Randy) Barnes is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E Fulton St., Ada, MI 49301. Insurance and Investment Consultants, Inc. is not affiliated with USA Financial Securities.

David (Randy) Barnes is authorized to transact securities-related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: AL, FL, KY, NC, TN. For investment advisory services these states include: AL, KY, MS. Clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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