Not Just for Tax Time Anymore

For nearly 30 years, the firm of Yeager and Boyd, LLC has provided exceptional accounting, auditing and tax services, advising individuals and corporations on how to make the most out of their money and how to save the most in taxes. They are the experts when it comes to audit and reporting requirements, tax planning strategies and compliance procedures. And that expertise extends into auditing and reviewing financial statements, developing cost allocation plans and analyzing financial procedures. 

            In the past few years that expertise led the company to branch out into forensic accounting and fraud investigation. If those terms sound more C.S.I. than C.P.A., you’re right. The company is well positioned to investigate corporate fraud, sniffing out embezzlement schemes and working with the justice system.

            Both Charles and his brother, founder and partner Bobby Boyd, are certified fraud examiners. They work gathering evidence, taking statements, and testifying as expert witnesses in court to help businesses fight fraud.

            They can also assist businesses in fraud prevention. Their accounting and audit experience taught them how to spot weaknesses in accounting systems. This experience in evaluating and working with internal controls allows clients to worry less about the security of their systems. It also produces results if a crime is being committed.

            After handling more than six dozen audits, Charles discovered a fraud-related case in South Alabama three years ago that uncovered more than $1.5 million in missing funds. Soon thereafter, to specialize in such cases, the brothers launched a fraud division called Boyd Forensic Accounting and Investigation.

            However, there doesn’t need to be suspicion of fraud for the Boyd team to jump in to help individuals and businesses out. One member of that team is partner Becky McCune.

            Becky, a C.P.A. who graduated with honors from the University of North Alabama, has worked extensively on audits, but her main focus is tax returns and financial statements.  “She’s a very good technician,” says Charles “She’s just really very talented.”

            “We do personal and corporate income tax returns and tax planning,” along with retirement planning, bookkeeping, payroll services and more says Becky.  “We help individuals and businesses achieve their
financial goals.”

            Her work on taxes, including returns, year-round tax planning, and financial planning inspires confidence from clients. With Becky on board, they don’t have to stress about the IRS.

            “I had a client tell me the other day that once he sends something to us, he doesn’t have to worry about it anymore. He knows it’s taken care of with us,” she said.

            Bobby says the firm is better at giving more hands-on, personalized service than some other larger firms. “There’s a real art to it,” says Bobby.

            Clients can call on Yeager and Boyd at any time and there will always be someone available to advise them. They can even help people set up a business, become a corporation, and offer their expertise at business valuation.

            Some of the best testimony comes not from Bobby, but from the clients themselves. ”I can honestly say that Yeager and Boyd are the best firm of accountants and auditors I have ever dealt with - and I don’t say that lightly!” says Ronnie Jones, an audit client. “They understand the needs of their clients in every area. They use straightforward language; they are down to earth and reasonable with their clients.”

            Other clients have posted similar statements of confidence on www.yeagerboyd.com. You can reach the firm through this web site, or simply call them anytime at (205) 991-5506.

Yeager & Boyd, LLC • 5501 Highway 280, Suite 201 • Birmingham, AL 35242 • www.yeagerboyd.com