Steve Richardson & Company ...
... Proactive ...
FUTURE-ORIENTED: Most CPA’s are historians. Working from a maintenance perspective, they emphasize keeping records and filling out tax forms. Their usual manner is conservative, just hoping to keep their clients out of trouble.
Steve Richardson & Company is different. While we do many of the things other firms do, we do it from the perspective of the future. We emphasize planning and foresight, using the data of your past and present transactions, considered within the context of changing tax laws and current events, we help you chart a course for the future. We don’t merely focus on what you have done, but rather on what you can do. Your financial potential. Your future.
In our tax business, for example, we are not content to merely fill out tax forms. We believe in aggressive planning and forecasting to make sure you pay the least tax legally possible, both now and future years. We are interested in the long term, and make it our business to keep up with changing tax trends so we can represent your best interests. We recommend annual tax planning sessions before tax time.
We are also concerned about financial planning. We understand that most people don’t adequately plan for retirement and other significant financial needs, and encourage our clients to have a regular plan of saving. We work with financial planners to help our clients design savings and investment portfolios with their best interests in mind, both for the immediate and long-term future.
SOLUTION ORIENTED: Steve Richardson & Company is staffed with problem-solvers. We specialize in finding real and lasting solutions. We tenaciously pursue seemingly hopeless tax problems mired in red tape from within the deepest reaches of IRS bureaucracy, often with success! We just don’t let go until the problem is solved.
At other times we find practical solutions to computer software problems. We apply state-of-the-art technology to all our work in the office.
PEOPLE-ORIENTED: Most important of all, we make a conscious effort to be accessible to you. At Steve Richardson & Company you are more than a client -- you are a person and trusted friend. Because of that, we make every effort to be here when you need us to solve problems, answer questions, and provide quality service.
Our staff has a high commitment to excellent one-to-one service. Your phone call, your visit, your account -- all are treated as though you are our only client. We are interested in your finances, your goals, and your future. We want to be completely available to you, and on the occasions when we cannot take your call immediately we’ll be back to you right away. We pay attention to specific details and render personal service. We are here for you!.
Steve Richardson, CPA was an honor graduate of the University of Alabama in 1976, passing the CPA exam in one sitting later that year. After working the required two years for Arthur Young and Company in Birmingham, Steve relocated to Tuscaloosa to begin the firm in 1978. He has an extensive background in tax planning, compensation planning (including §105 and §125 plans), financial forecasting, and management consulting. Steve focuses on tax planning, and routinely represents clients before the IRS. Steve is the author of a book on tax and economic policy, titled The Eagle’s Claw, and published by Vital Issues Press of Lafayette, Louisiana.
Amy Boisclair, CPA is our Director of Individual Taxation and all other non-attest accounting functions. She is a graduate of the University of Alabama Accounting Program and has been with the firm since 1998. She handles individual & small business taxation as well as the setup of small not-for-profit entities. She serves the community through her church activities and as Treasurer and Board Member of local charities. When she is not working she can be found enjoying recreational activities with her daughter.
Todd Cowart is our Chief Financial Officer. He is a graduate of the University of Alabama Accounting Program. With eleven years experience , Todd is skilled in the areas of Small Business Taxation, Ministerial Compensation, Church Auditing and Consulting. He is a confirmed family man with a beautiful wife and three lovely children. Todd is a gifted teacher, active in Northport Baptist Church, Business Network International, and the local golf course.
David Richardson is a Senior Accountant with a focus on Small Business Tax Compliance and Planning, and Estate Planning. He is a graduate of the University of Alabama where he was a member of Pi Kappa Phi Fraternity, John L Blackburn Institute, Omicron Delta Kappa Honor Society, Order of Omega Honor Society and Jason’s Honor Society. He is a member of the Rotary Club of Tuscaloosa, the Red Elephant Club of Tuscaloosa, Vice President of Child Abuse Prevention Services, and committee chairman of United Way Funds Distribution. David is a member of Calvary Baptist Church and enjoys golf, diving and numerous other outdoor activities. David and his wife, Nikki, have two children.
Liz Hamner is a graduate of the University of Alabama Accounting Program and has been with the firm since 2003. She assists with individual and corporate taxation as well as not-for-profit tax compliance. She is active in local charities and church. Liz and her husband, Blake, have one daughter. Liz is an animal lover and enjoys going to the beach and trips with family.
Gina Maxwell-Allen, a native of Tuscaloosa, Alabama, studied accounting at the University of Alabama and completed her bachelor’s degree in accounting with Thomas Edison State College in New Jersey, where she was awarded the Arnold Fletcher Award. Since coming on staff with our firm in 2005, she has assisted David with corporate client management and tax work; she also works with Todd in running the internal business of the firm. Gina is a member of Trinity Presbyterian Church where she serves on the missions committee; in her spare time she enjoys spending time with family and friends, international travel, and other varied activities.
Rachel Hollingshead is a native of Tuscaloosa, is a 2004 graduate of the University of Alabama Business School with a degree in Accounting. Rachel was a member of Phi Eta Sigma and Alpha Lambda Delta National Honor Societies. She received her Masters in Accountancy in 2005. Since that time, she has worked for the company with her primary focus on personal and business taxation. She is currently involved with the Junior League of Tuscaloosa. Away from the office Rachel enjoys spending time playing tennis in various leagues and competing in tournaments across the Southeast. Rachel and her husband Josh are members of Calvary Baptist Church. They have one daughter.
Jennifer Barksdale is the receptionist for the firm. She has been with the firm since 1996. She is a member of First Free Will Baptist Church, Northport, Alabama. She and her husband, Arlis, came to Tuscaloosa County in 1974 to help establish a new church and since that time he has served as pastor at several churches in the area. They are parents of five children. Jennifer enjoys gardening, writing, helping with various church ministries, and grandchildren.
Why Choose Us?
- Free Proposals and Estimates
- Complimentary Tax Newsletters to Clients
- Flexible Payment Terms
- Telephone Consultations
- Year-Round Service
- Non-Profit Taxation Counseling
- Clergy Taxation Counseling