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Jeb Williamson CPA LLC is the trusted provider of accounting, payroll, tax, and wealth management solutions to small businesses, nonprofits, and their owners and managers in Cullman and Winston Counties.

Our team finds meaning and worthwhile work by enabling our clients to achieve business
success, balance, financial independence, and peace of mind by focusing on what they do

Accounting Services

  • Monthly Bookkeeping/Write-up where we collaborate with you using cloud-based accounting software
  • Compliance reporting for regulatory agencies (sales tax, business personal property, business privilege)
  • Preparation of financial statements

Payroll Services

Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs. We offer weekly and bi-weekly direct deposit of payroll checks, can provide a secure online portal for your company to enter/access payroll information and remotely print checks and/or pay stubs. Our firm utilizes electronic filing of payroll tax deposits and reports.

Tax Planning and Return Preparation Services

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.

  • Corporate, individual, partnership, nonprofit, and fiduciary/estate income tax return preparation
  • Tax planning consultations
  • NetClient tax portals that allow us to securely exchange and archive information online
  • Electronic filing of all individual returns and qualifying business returns

Financial and Retirement Planning

Our firm's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, and retirement plan selection. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals. We are affiliated with Wealth Management LLC, a Registered Investment Advisor. Our firm provides fee-only asset management, a diversified and disciplined investment strategy, an academic Nobel Prize-winning investment approach and a Trusted Advisor Relationship. We are one of a select few firms authorized to use Dimensional Funds Advisors (DFA) funds. We can leverage our tax experience and our knowledge of your financial situation to coordinate your financial planning, wealth management, and tax planning. We manage all types of investment accounts, including small business and self-employed retirement accounts (SEPs, SIMPLE IRAs, 401Ks) , tax-managed investment accounts, traditional IRAs, Roth IRAs, and rollovers from company 401Ks or 403Bs. Investment advisory services provided through Wealth Management LLC, a Nebraska LLC, Registered Investment Advisor

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