Updated
Business Licenses & Entity Tax Records
Local licensing and business changes
Montgomery's business resources direct owners to the applications and tax forms needed for local registration. Identify the business activity and location before preparing the application. Keep renewal notices, sales-tax account information, and later changes in the same record set. Montgomery business registration resources.
Alabama elective entity-tax documentation
Alabama's current election guidance uses the Electing PTE box on a timely Form 65 or Form 20S for tax periods beginning in 2025 or later. Review election and payment support alongside the related Form EPT work rather than assuming a prior-year workflow still applies. Alabama entity-tax election guidance.
Owner and operating cash flow
Reconcile owner compensation, distributions, loans, and business expenses before setting estimated payments or taking additional cash out. A clear monthly close helps distinguish available cash from amounts needed for payroll, debt, taxes, and unfinished obligations.
How we scope the work
We start with the decision or filing you need to complete, the entities and people involved, and the deadline. After reviewing the available records, we identify missing information and propose the services and deliverables. For ongoing work, we establish a close and filing calendar so bookkeeping, tax projections, and owner reporting use consistent information.
For an audit or other assurance request, bring the lender, grant, board, or regulatory requirement. We confirm the engagement type and applicable professional requirements before accepting the work.
CPA services for Montgomery clients
Tax preparation
Coordinate business and owner returns using reconciled income, allocations, and payment records.
Tax planning
Compare entity elections, transaction timing, and owner consequences before making a decision.
Financial reporting & cash flow
Connect the monthly close, forecasts, and financing needs to clear management reports.
Audit & assurance
Review the intended financial-statement user, required engagement, records, and deadline to define the appropriate scope.
Montgomery CPA questions
What should I bring if a business-tax notice seems wrong?
Bring the full notice, the related return, proof of payment, and any election or registration confirmation. We can then compare the agency's account with the records before deciding whether a response or correction is needed.
How do Montgomery clients work with KAS?
We provide virtual service through secure document exchange, scheduled video meetings, and electronic signatures. The engagement defines the services, responsibilities, and deadlines; this service area does not represent a walk-in office.