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Tax Planning & Preparation.

Pearce Bevill's Tax professionals gather in-depth knowledge about you, developing a comprehensive view of your tax situation. We provide extensive, proactive, tax planning and compliance services which allow us to mitigate your tax impacts.

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Your Needs,
Our Services.

Gain valuable financial clarity through our timely and accurate services, delivered to you with uncompromising dedication, integrity and professionalism. 

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We provide a wide range of tax services for individuals, businesses, and fiduciaries, including, but not limited to:

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Year-end tax planning

Compliance services

Entity selection

Living trust formation & planning

Retirement plan design & pension plan consulting

Evaluating the impact of tax law changes

Tax strategies related to investment planning and capital gains

Estate and gift planning

Retirement planning and distributions from qualified plans

Family-owned or closely held business succession planning

Charitable giving strategies

Education funding strategies

International tax issues

Marital tax planning

Research, development, and other tax credits

Business and real estate transactions

Analysis of tax attributes and carryovers

State and Local Taxes (SALT)

Individuals

  • Year-end tax planning

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  • Compliance services​

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  • Evaluating the impact of tax law changes

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  • ​Tax strategies related to your investment planning and capital gains

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  • Retirement planning and distributions from qualified plans

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  • Education funding strategies

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  • Marital tax planning​

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  • Charitable giving planning

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  • International tax issues​​

Businesses

  • Year-end tax planning

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  • Compliance services

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  • Entity selection

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  • Evaluating the impact of tax law changes

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  • Research, development and other tax credits

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  • Analysis of tax attributes and carryovers

​

  • Retirement plan design and Pension plan consulting

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  • Business and Real Estate Transactions

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  • Family-owned or closely held business succession planning

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  • International tax issues

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  • Amended returns for tax refunds of loss carrybacks

Fiduciaries

  • Estate and gift tax planning

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  • Living trust formation and planning

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  • Charitable giving strategies

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  • Year-end tax planning

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  • Compliance services​​

Team Leaders.

an image of Justin Berry, Director at Pearce Bevill, Birmingham, Alabama, CPA

Justin K. Berry

Director

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an image of Chase Campbell, Director at Pearce Bevill, Birmingham, Alabama, CPA

Chase Campbell

Director

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W. Robert Cook

Director

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an image of Michael Hawkins, Director at Pearce Bevill, Birmingham, Alabama, CPA

Michael B. Hawkins

Director

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an image of Carlos McDonald, Managing Director at Pearce Bevill, Birmingham, Alabama, CPA

Carlos G. McDonald

Managing Director

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Karen A. Moore

Director

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an image of Sarah Propper, Director at Pearce Bevill, Birmingham, Alabama, CPA

Sarah B. Propper

Director

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an image of Tony Raycraft, Director at Pearce Bevill, Birmingham, Alabama, CPA

Tony L. Raycraft

Director

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an image of Jeffery Smith, Director at Pearce Bevill, Birmingham, Alabama, CPA

Jeffery S. Smith

Director

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an image of Robin Waldrup, Director at Pearce Bevill, Birmingham, Alabama, CPA

Robin A. Waldrup

Director

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an image of David Williams, Director at Pearce Bevill, Birmingham, Alabama, CPA

David T. Williams

Director

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Contact Our Team

Our team assists in understanding where you are, where you'd like to go, and how to get there. Whether you’re building something new, managing growth or preserving your success, we can help.

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