Jackson Howard & Whatley

Our Expertise & Mission

Jackson, Howard & Whatley, CPAs has served the Birmingham community for generations, providing individuals and businesses with personalized and comprehensive financial guidance. Our team of experienced professionals combine expertise in tax planning, accounting, and financial consulting to help clients achieve financial stability and pursue their goals.

Our Services

We offer a diverse portfolio of services to cater to your specific needs, regardless of your industry or financial situation.

Individual Clients

• Tax planning and preparation
• Financial planning and investment guidance
• Estate and trust planning
• Budget and debt management
• Personal financial analysis
• Retirement planning

Business Clients

• Financial statement preparation and audits
• Tax planning and compliance
• Business valuation and analysis
• Risk management consulting
• Succession planning
• Accounting system implementation and support
• Financial consulting and projections
• Cash flow management and budgeting

Commitment to Client Success

We prioritize open communication and personal relationships with our clients. Our dedicated team takes the time to understand your unique needs, goals, and concerns before developing a customized plan tailored to your specific situation. We are committed to providing:

• Personalized attention: You will work directly with a dedicated professional who understands your financial goals and concerns.
• Transparency: We provide clear and concise explanations about your financial situation and the strategies we recommend.
• Proactive guidance: We stay updated on industry trends and proactively advise you on potential tax savings and financial opportunities.

Experience & Community Involvement

Our firm has earned a reputation for integrity, professionalism, and personalized service. We are active members of the Birmingham community and are committed to supporting local businesses and organizations.

Contact Us Today

Whether you require tax planning, financial guidance, or comprehensive accounting services, contact Jackson, Howard & Whatley, CPAs today to schedule a consultation and discuss your financial needs.