PARTNERS TAX & ACCOUNTING IS A FULL SERVICE TAX AND BOOKKEEPING PROVIDER
- Locally owned and operated
- Multiple locations in the Birmingham metro area to better serve you
- Our preparers and bookkeepers have decades of experience in your community
- Traditional tax return preparation
- Returns done while you wait, or drop off no wait service
- Preparation fees can be deducted from direct deposit refunds
- Prior year tax returns and amendments
- Federal, State & Local tax disputes
- Tax planning for your business or your retirement
- Traditional bookkeeping and accounting
- In-house accounting services – we’ll send our bookkeepers to you!
- Business start up consulting
- Retirement consulting
CREDENTIALS AND AWARDS
Hartline Financial Advisors is an independent advisory firm located in Birmingham, AL. Roger Hartline founded the company in 2005. Roger has over 25 years of experience providing investment management services.
Hartline Financial Advisors offers comprehensive wealth management services. Hartline Financial Advisors serves a wide client base with varying goals and wealth levels. Whether you are a first time investor, retiree or business owner Hartline Financial Advisors can help secure your future.
Please contact Hartline Financial Advisors at (205) 939-3938 to schedule your financial consultation today!
I own a small business and have been a happy Partner’s Tax and Accounting client for several years. Upon reviewing my business financial records, Roger suggested selecting S-Corp status and explained how filing as an S-Corp could save me substantial taxes. He handled the paperwork and I’m saving taxes every year. Their fees are competitive and I think their passion and dedication for helping small businesses is second to none.
I highly recommend Roger Artline and Partners Tax. Roger has been my tax professional for many years. He is very personable for an accountant and has extensive expertise in preparing returns with various types of investment income and investment sales. Several years ago, he was instrumental in structuring a sale of property for me in a manner that deferred the taxes due. I’ve never had an IRS issue in the years he has prepared my return.
We have a small business that has grown substantially over the past year. A vendor of my company, a client of Partners Tax and Accounting, suggested that it might be beneficial to meet with Partners Tax and Accounting for the upcoming tax year. Scott pointed out different tax saving strategies that would benefit a small business. The day to day maintenance of our books was becoming overwhelming.
Roger is wonderful to work with! He puts my needs first and is available 24/7. If I ask him a question, he responds lighting fast. He’s also a skilled tax preparer, and in my case, since I deal in real estate and small business issues, his knowledge of those industries truly shines. He scours the tax code until he finds all available deductions. He has saved me time and mostly importantly, money.
I would like to brag on my accountant, Lisa Irvin. She is the BEST! She keeps me and the company in check all the time. She is always there when I have a question or situation. Even though her office is about 2 hours away from my office, I wouldn’t change to any other accounting firm because she just gives that friendly, personalized service that I can’t get anywhere else.
We Chose Partners Tax and Accounting to preparer our tax returns for 2016. They were recommended highly by a friend as we were in the process of refinancing the mortgage on our home. Partners Tax helped us provide the information to the mortgage company in a timely fashion. Additionally, upon reviewing our 2015 returns Scott found errors that had been made by the previous preparer. We amended the return and received a refund.
My association and relationship with Partners Tax has been a long term one! When I relocated to Birmingham one of my priorities was to find a tax professional. After my very first experience with Partners Tax, I realized I had found a true partner! The associates are friendly, professional, very experienced and put customer service first. My taxes are consistently prepared by a knowledgeable tax preparer, completed in a timely manner and are 100% accurate. My phone calls are always welcomed regardless of how busy the staff is. All questions are answered in a friendly manner. Being retired, I find the fees charged are fair and competitive. If you are seeking a trustworthy relationship with a knowledgeable, professional staff whom you can rely upon, look no further than Partners Tax. By the way, I now live in Texas and have been for the past 18 years BUT I still use Partners Tax! Why? Because I value quality work done by professionals, who value my business and because I know they put my interest before theirs. If you are seeking a tax partner you have found it at Partners Tax and Accounting! Thank you, Linda Maxwell.
Thank you, Linda Maxwell and others at Partners Tax and Accounting for not only being a reliable tax reporting service for my wife and me for many years, but also for your punctual response when I needed information and advice. I appreciate your emphasis on excellent customer service and will depend on your expertise for many years to come.
I have been using Partners Tax and Accounting, LLC for several years now and would highly recommend their services. I have always found Linda to be knowledgeable, professional, friendly and accommodating. She treats you like family, and not just a number. The friendly and personalized service keeps me coming back.