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.
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
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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
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
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
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