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Kassouf & Co

Kassouf & Co

Reviews Summary

The reviews show overwhelmingly positive feedback, with most ratings at 5 stars. Customers praise the company's knowledgeable staff, excellent webinars (especially on coding and AI topics), and professional consulting services. Many highlight clear explanations, timely responses, and valuable tax advice. A few mention minor delays in communication, but overall satisfaction is high, with particular appreciation for the educational resources and customer service. The webinars are frequently described as informative, well-presented, and helpful for healthcare professionals and small business owners.

About This Listing

Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Non-profits
Real Estate
Healthcare
Hospitality
Construction
Manufacturing
Technology
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
State-Specific Experience
Multi-state Experience

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.*

Features

Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Non-profits
Real Estate
Healthcare
Hospitality
Construction
Manufacturing
Technology
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
State-Specific Experience
Multi-state Experience

Contact Information

Address

2101 Highland Ave #300

Birmingham, Alabama 35205

Visit Website Call Now Get Directions

Hours

Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Michael is an excellent accountant and I would highly recommend he and your team to any firm or family needing accounting support. He has always been great with advice, explaining the pros and cons of various decisions, and quick in response and delivery.

I have listened to several of their coding webinars. Kim is an excellent instructor. She breaks the codes down where they are easy to understands, she can answer the questions asked. She is very knowledgeable. I've had nothing but great experiences

Joni from Kassouf has spoken to our local coding chapter for the last couple of years. She is very knowledgeable and does a wonderful job! The webinar with Kim Huey was great also!

Staff very knowledgeable in all matters of private practice. They also provide feedback in a timely manner. Excellent organization. Loving the webinar from Kim the Coder. She's amazing.

I have been privileged to hear several of the Kassouf experts speak at conferences and on webinars. I have also used their consulting services. They are all very knowledgeable and a great resource!

This was an excellent follow up on the new office visit e&m codes to help answer any remaining questions I had from the first zoom meeting. Very informative and I look forward to any other follow up to the new or existing CPT codes and guidelines that come in the future.

As a small Business owner, the tax and licensing process can be very hard to navigate. There are many documents that are just to complicated to understand and good luck reaching someone downtown in the Tax & Licensing division that can help. Kassouf & Co has made this process possible for me. Not only did they help me navigate the steps, but they helped me implement tools to speed up the process in the upcoming years. This is a great company, that prides themselves in great customer service!! - Kelly McMah

Great presentation today on AI & Healthcare! Kassouf does a great job of keeping healthcare administrators up to date on timely topics.

I am very thankful for the coding webinars. Kim is an excellent teacher. Thank you to Kassouf & Co for everything you do for the Healthcare community.

Kassouf provided a wonderful webinar with Kim the Coder. Very knowledgeable company and glad to learn more information from them.

I own two small businesses, and I understood the importance of an accountant from day one. The problem...I chose the wrong one initially, and he cost me several thousand dollars in IRS penalties. Kassouf CPA James Dicks helped me fix everything and has handled my taxes since. For four years, I've had zero problems. James also helped me maximize my tax deductions and has answered questions for me quickly and in terms I could understand. I don't dread doing my taxes because the process is SO EASY with James.

Listened to the Webinar on 6/16. I am not an accountant but could easily follow the discussion. The presenters delivered the information clearly and succinctly. Much of the material did not apply to my specific circumstances, but it was good knowledge and I did draw a few pearls.

Our initial conversation with Kassouf & Co. was on July 5th. We were looking to get a business valuation done for one of our clients. They were very friendly and seemed quite professional on the initial call. They indicated that they would provide a quote for services by July 9th. We followed up with them on July 17th after not hearing back, and they indicated that they would provide a quote by July 19th. As I write this it is July 31st and we haven't heard from them. Two stars because they seem like very

The coding workshop was exactly what was needed to help 2022 start off right. Thank you Kassouf and Company for the engagement with Kim the Coder and having this every year!!

Kassouf is a big league firm with a local touch. This presentation on AI & Healthcare ranks as "best in class".

Great training and consulting company! They are very knowledgeable in what they do and willing to assist in areas where more insight may be needed

Absolutely love this company. There information on Coding is very informative and easy to understand. Lots of good information.

Great webinar on AI & Healthcare. Information that I never really thought of before.

Always very responsive, very professional. I have worked with them several times over the years and they are top notch!! Would highly recommend to others!

Kassouf & Company provided me with professional, knowledgeable and timely tax advice. I recommend them without reservation.

The webinar from Kim Huey.....all information was GREAT for our office.

Took a little time but when I spoke with them everyone was friendly professional and very helpful!

very good review on proposed tax changes for 2022 Joel Jones is the best

Very informative keeping our practice updated with coding changes.

Always enjoy the Coding Workshop with Kim Huey.

Great workshop! Very interesting!

Great webinar very informative !!!

AWESOME WEBINARS!!!!

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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