Patrick Henry Smith and Co., LLC

Patrick Henry Smith and Co. is an accounting firm offering individual and business tax preparation, bookkeeping, payroll tax help, and financial planning. Its individual planning work covers retirement savings, college funding, insurance review, investments, and estate planning. For businesses, the firm handles QuickBooks setup and training, compilations and reviews, part-time CFO services, succession planning, and new business formation, and it works with clients in construction, dentistry, healthcare, law, manufacturing, and real estate.

The firm also represents clients in IRS matters, including back taxes, audits, payment plans, and offers in compromise. Financing is available for certain needs. Clients can reach the office by phone or email, and the firm offers a client portal for sharing documents. The office is in the Stonegate area of Vestavia Hills.