Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free tcontact us and we’d love to answer any questions you have and help in any way we can.

FINANCIAL PLANNING

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

‘Financial NSight’ is a unique analysis we offer whereby we monitor and graph key figures.

8 Important Steps for Birmingham Non-Profits Before Year-End

With the increased standard deduction this past year ($12,400 single, $24,800 married filing jointly, $18,650 head of household), some smaller charities began to see a decrease in donations.This year might be worse.Yes, I hate to be the one to say these things, but...

The Seven Primary Tasks For Any Birmingham Business Team

A week past the election, and still plenty of disagreement about the results.That means this is another week where you have the opportunity for the other chumps out there to get massively distracted by the political war games ... while you go about quietly building...

Randall M. Hancock CPA, PC’s thoughts on Healthy Skepticism in light of the 2020 Election

Believe it or not, we're very busy around here.While the nation's eyes are fixated on political things, we're spending our days working hard on behalf of our clients right here in Birmingham (and beyond, of course), talking through tax-advantaged financial moves,...

Effective Financial Documentation Strategies for Birmingham Taxpayers

A few timely things to get to, before I offer you my thoughts on a good task for you to do this week...First of all, the IRS has apparently caught up on processing their backlogged mail that stacked up during COVID closures. Or, well enough, they say.That means that...

Save On Your Taxes With Randall Hancock’s Nine Tax Planning Questions

Tax Pro World is abuzz about the increase of the Social Security wage base standard.Well, I should clarify -- most of Tax Pro World is taking naps this week and not really thinking much about taxes whatsoever, ha! After all, that was one of the most epically intensive...

Nine Crucial Questions To Prepare Birmingham Taxpayers For Their 2020 Taxes

First some important reminders for all Birmingham taxpayers, then I have a bunch of questions to which I'd like you to respond...The October 15th tax return extension deadline (for families and individuals) has finally passed.Therefore ... a word on filing -- if you...

Tax and Financial Planning for Multi-Generational Caretaking for Birmingham Families

Say it with me: four more weeks. Four more weeks until this crazy election cycle is behind us and we can all return to normal here in Birmingham.Except, well, if it isn't. With the way that 2020 has been going, we might as well emotionally prepare for that eventuality...

Trump’s Tax Returns Are Not The Real Story by Randall Hancock

Like many things political, one of the best ways to look at the tempest of the day is analytical bemusement. This is (always) especially true when it comes to tax issues.And I might have a take today that could surprise you. I am not interested in getting into...

How Birmingham Taxpayers Can Lower Their 2020 Tax Bill

Finally, the IRS issued guidance on Friday evening about payroll tax deferrals.And, as we've been communicating ... this may not be a very helpful program for most Birmingham taxpayers. In fact, it's actually up to employers (not employees) whether or not to withhold...

Controlling Your Tax And Financial Strategy In The Midst Of Chaos By Randall Hancock

Still no guidance from the IRS about the payroll tax "holiday" (deferral), so it's extremely unlikely that your Birmingham employer will be ready -- simply because the major payroll companies (Paychex, ADP, Gusto, and many others) don't have the answers to many...