About Us

Our Team

Joseph Bearden, CPA

Partner

Ashley Harper, CPA

Partner

Kevin Diehl, CPA

Tax Manager

Who We Are

We didn’t get into this business just to fill out forms.

Sure, we’ve spent two decades preparing tax returns. But along the way, we realized something frustrating: like most CPAs, we were spending almost all our time reporting numbers instead of helping people change them.

We got tired of watching people overpay the IRS. So we put our heads together and created a clear, practical way to make proactive tax planning part of your financial strategy.

Armed with certification on tax strategies that actually move the needle, we designed custom spreadsheets to analyze, estimate, and uncover tax savings that most firms miss. From there we turned those insights into plain-English presentations, so you won’t get buried in jargon.

Eventually this quest drove Joseph Bearden to become the only Certified Tax Planner in Huntsville, Alabama. Soon he invited Ashley Harper and Kevin Diehl to join the effort to help you keep more of what you earn.

We aren’t just playing defense. We help you take control, beat the IRS at its own game, and keep more of what you’ve earned—year after year.

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Our Services

Personal Tax Plan

Each Personal Tax Plans is based on a life-long tax projection that considers both current and future taxes.

We anticipate and help you prepare for major financial changes:

- Retirement
- RMDs
- The passing of a spouse
  By looking ahead, we plan proactively for significant long-term savings.

What You Get In A Tax Plan

Every Personal Tax Plan includes:

- A custom strategy designed just for you
- A visual presentation with notes you can keep
- One-on-one meetings to explain each strategy and your action steps

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