Please take a moment and read more about our firm, our shareholders, & our services. If you have any questions or would like more detailed information about how we can help you, don't hesitate to contact us. We would be happy to serve you.

Our Firm

We combine the experience of a large firm with the personal attention only a small firm can provide. We work to develop long-term relationships; whether your needs are simple or complex, we can help.

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Our Shareholders

Phil Patterson-After graduation from college, Phil started his career in public accounting with a national accounting firm. After 5 years he formed his own practice. His practice merged in 1980 with another CPA and their combined practices have continued to grow.

Phil's primary practice areas are accounting and auditing for family owned businesses including consulting with owners about ways to maximize profitability and minimize taxes. His business experience is with distributors, automobile dealerships and professionals. He provides clients with professional advice and helps them understand what the "numbers" mean.

David Dees-After graduating from college, David started his career in public accounting with a local CPA firm. In 1988, David joined the firm of SPD Accounting Group, P.C. as the tax manager. In 1993, David was admitted as a shareholder of the firm.

David's primary practice areas are federal and state taxation for closely held businesses and their owners or key personnel. In addition to the traditional compliance and filing aspects, David consults with clients relating to ways to minimize taxes while maximizing other goals. His business experience includes attorneys and other professionals, automobile dealerships, janitorial services and clients in a variety of other industries.

All our Shareholders are members of the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants.

Our Services

Our audit and accounting services, from bookkeeping and financial statement preparation to audits of historical financial statements and examinations of prospective financial presentations, are designed to assist you in achieving the degree of accountability you need while improving your business performance.

Knowing your numbers, combined with our experience with other businesses, allows us to identify opportunities for you to improve your business and get the financial information you need to manage it well.

Through practical tax planning advice, timely and accurate returns, we help you better address your tax obligations. A thorough grasp of the unique tax issues in your industry allows us to balance both your personal and business objectives.

We use experience and creativity to find ways to minimize the impact of taxes on our clients. We help mold tax strategies to your personal and business objectives, from planning and preparing tax returns to developing estate and gift tax plans and cost-effective employee benefits structures.

Our management consulting services offers the know-how to tackle and solve your short-term problems in the most timely and cost efficient way while maintaining the perspective to focus on and deliver long-term benefits.

By staying attuned to the latest industry trends and developments, you are assured no-nonsense, practical solutions that suit your business needs and resources. We don't view changes as an obstacle. Our objective is to help you grow through change, building a solid foundation of business basics while guiding you to new business opportunities.