Allison Accounting LLC

Allison Accounting LLC

Reviews Summary

The overwhelming consensus is highly positive, with most reviewers praising exceptional professionalism, responsiveness, and attention to detail. Customers highlight seamless processes, clear communication, and efficient remote services. Many appreciate the team's patience, thorough explanations, and ability to simplify complex tax situations. The affordable pricing and Dave Ramsey affiliation are noted as bonuses. A single negative review mentions a filing error with state taxes, but this is an outlier among numerous 5-star ratings emphasizing trustworthiness, expertise, and stress-free experiences. Repeat customers frequently mention satisfaction with both personal and business accounting needs.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

1651 New Friendship Rd

Union Grove, Alabama 35175

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 9AM-1PM
Sunday Closed

Customer Reviews

Steven is fantastic! I have had a lot of anxiety around taxes each year, but his organizer is very user-friendly and easy to complete. The turn-around time between completing our organizer and having it returned was quick and efficient. He's worth every. single. penny -- and is more reasonably priced than other firms we have used. We are DELIGHTED with Allison Accounting!

The process went very smoothly. Allison Accounting was great about responding to questions and sending reminders. This is the second tax season I have used their services. Highly recommend them if you are looking for someone to do your tax returns.

Started a small business last year and needed an accountant to help me navigate through financials. I contacted several area accountants and Allison accounting responded the most favorably. Others responded that they were not taking on new clients, others just didn?t respond. One firm from Huntsville responded favorably also. However, I saw that Allison Accounting is affiliated with Dave Ramsey and decided to go with them. They just completed my 2nd consecutive tax filings and I could not be more pleased

This is my second year using Allison Accounting LLC and they do not disappoint. I do it all virtually via app. Quick to communicate and answer any questions prior to submitting. Fits perfectly with my busy schedule!

Steven and his team have done our taxes for a few years now and we've always been pleased with the speed, accuracy, and professionalism! Our taxes can be quite complicated from year to year, and we never worry they won't be able to tackle it well.

We've been using another company for years to prepare our taxes, but had a stressful experience last year. Working with Steven and his team at Allison Accounting was a night-and-day experience. Steven was very responsive and patient, their web portal for document submission was straightforward and convenient (everything was done virtually), and the cost for preparation was very fair. We will be working with Allison Accounting in the future!

State taxes were $1200 when we filed with the firm. The state adjusted the amount to almost $2000 due to an accounting error. I called the state for more information and a W2 was filed as Florida instead of Alabama so the state was trying to charge us for the income tax. The state corrected the error we will not be getting a REFUND of over $400. Took days for them to even get back to me as I sent a message before going to the state. Save your money and time.

We own a small business LLC. We were referred to Allison Accounting from a friend and decided to switch accounting firms since we were dissatisfied with our previous one. I must say that Steve and his team are extremely attentive and knowledgeable about tax laws and accounting practices, in addition to finances. They are now preparing our business and personal returns. They provide excellent communication and multiple kinds of services. Not only do they have that important interpersonal touch, they also

I couldn?t be more impressed with the outstanding service provided by Steven Allison Accounting, LLC. Steven to include his team is incredibly knowledgeable, professional, and efficient. They took the time to understand my specific tax situation and provided clear, concise advice that saved me both time and money. The entire process was seamless and stress-free. I highly recommend Steven Allison Accounting, LLC to anyone in need of top-notch tax services. Thank you for your exceptional work!

Steven, has been a pure blessing to my life. I was thinking I may be the worst client he ever seen but he helped me feel confident that with some right steps we can get my situation fixed and prevented in the future. He is amazing to work with. 10/10 recommend

Steve and his team made filing my taxes hands-down the easiest it?s been in 30+ years of filing taxes! First, Steve personally reached out to me within minutes (not hours or days) as soon as I submitted my request for info. He was extremely personable and took the time to walk me through his processes and made sure I felt comfortable - absolutely no pressure at all! Steve was absolutely fantastic to work with, very professional, responsive, and his rates are very reasonable for the service he provides. T

Could not have been more pleased working with Allison Accounting! What really stood out working with them was their responsiveness to any questions I had along the way. Far from the common experience of some working with an accountant where they sometimes make you feel like they're doing you a favor by doing your taxes, the folks at Allison were quick, helpful, and kind in every instance. Could not recommend more highly!

We used Allison Accounting for our taxes for the first time this year. The tax documents submission process was as streamlined as possible with convenient technology. We were able to do everything remotely, though in-person visits were an option. Prices were affordable. Will plan to use him again next year!

It was a pleasure to work with this company for our taxes. We had a unique tax year and they made it very easy. Steven did a great job of going over how the process works and answering questions as they came up. Highly recommend.

Steven Allison is the first accountant we have used with a heart of a teacher, tremendous patience, and great attention to detail. We recently started a business and he walked us through all the accounting steps from determining the best accounting software options to best payroll companies to process our payroll. He is extremely flexible and makes getting ready for tax season easy. Always answered our questions promptly no matter time or day. Looking forward to working with his team this year to effect

Steve and his team are responsive and very competent. Great job on my taxes!!

Highly recommend Allison Accounting! I found them through the Dave Ramsey recommendation. He called me the same day and walked me through my tax issues and some separate issues from prior years. Made me feel very at ease that my money was being well spent and that he was personally invested in making sure I was well taken care of. A+ from me and I will continue to use them in years to come.

Scheduled a meeting hours ahead. When the time came, Steven was late by 39 minutes. During the call Steven mentioned his rate is $300 per hour. When asked to explain why he should be trusted to handle my taxes, which should be a fair question to someone who charges that rate and can?t manage their schedule to be on time, Steven pivoted to name calling. We all have our field of expertise and everyone?s time is important. My advice is to stay away from anyone who can?t answer basic questions such as this but

Mr Allison prepared our taxes (all done remotely) in a timely manner, responded to our questions quickly, provided peace of mind for us as our taxes were a bit complicated (federal and 2 state returns) this year. I will have Mr Allison do my taxes again next year and strongly recommend others sign up as well.

Great professional service. Very knowledgeable and made sure all documents were submitted. Our appointment started on time and the process was not long. I will be using his tax services again next year and recommend his business for those needing their taxes done correctly. Respectfully, Dion Howard

Steven completed taxes for our small business as well as our personal taxes. Excellent and accurate work! He connected with me throughout filing process and was always quick to respond to my questions. Allison Accounting offers a convenient system to upload documents and post questions using an online system. Highly recommend.

Mr. Allison is knowledgeable and personable. He was able to get our taxes filed quickly, and answered our questions quickly. I highly recommend Alison Accounting LLC for your tax/financial needs.

We worked with Stephen for our taxes. He did a great job. He was very quick with responding to any questions or concerns and got it all done in a timely manner. I plan on using him for years to come. The process was easy and secure. Very impressed!

The friendly and professional staff at Allison Accounting make a business owner?s life much easier. Tax prep, payroll, p&l, and good advice take the stress out of sailing the ship. Thank you Steven Allison for all you do.

I'm grateful for Steve and his team for accurately and quickly completing my return. They went above and beyond to ensure that I was well-educated throughout the process and answered any supplemental questions I had. It's a blessing to have a responsible tax expert in your corner.

Steven Allison accounting has been our accountant for over 10 years. He is the most hard working and trustworthy person! He also had great staff working with him.

Steven has immaculate attention to detail! He?s very knowledgeable and passionate and we completely trust him. He always knows the answer and my husband always have a lot of questions!

Great service, simple filing process, and always good communication.

Allison Accounting handles all of our business needs from keeping the books, payroll, 401Ks, taxes, and everything in-between. We couldn't be happier with the services and support we get. I would highly recommend them for your business and personal needs!

We drove from the Birmingham area, and Steve completed our taxes within an hour while we waited in his office.We were very satisfied with his service overall, thanks!

I was really impressed with Steve. He was SOOOO friendly, very professional, timely (even when I wasn't) and handled a complex tax return. Thanks Steve, I look forward to continue working with you!!!

Steve did a great job preparing our returns. I would definitely recommend him if you?re looking for someone to get your returns in order!

Amazing tax service! Dave Ramsey recommend and couldn't be more pleased. Steven was great and very professional. We found our forever tax place!

Steven Allison is a solid person and a great accountant. His staff are courteous and efficient.

Super informative! Fast, helpful and very fair!!

Steve was very responsive to my questions and I feel confident in his accurate completion of my 2023 income taxes.

They were professional and paid attention to detail. They did not grumble about checking our itemizations. Very good accountants.

Don't have much experience with accountants, but I'm pretty sure they don't get any better than Allison Accounting.

Steve makes the process easy and quick. Very professional and easy to communicate with.

Seamless tax preparation process and fantastic customer service! We have secured our permanent CPA!

This was my first time using Allison Accounting and I will definitely be using them again. Great service with knowledgeable staff!!!

Short, sweet, and to the point. Very efficient with my business taxes. Great guy

Highly recommend! Reasonable price, and saves me the headache of doing our taxes.

Great accounting service! Streamlines everything with technology but also available in person. Very responsive to questions and concerns.

Great customer service and attention to detail with Steven Allison Accounting. Would highly recommend.

Taxes finished in a timely, respectful, and efficient way. Extremely thorough and friendly!

True customer service!! Steven and his team not only answer my questions but explain in detail the reasons behind the answers.

Very Profesional work ethics. We have used them for years.

Steven, Sheanice, and Tracy are great!

Awesome! So easy to file with him.

Very easy to work with. Efficient and timely.

Steven is great to work with.

Very professional and detailed services

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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