Covering Your Assets, LLC 1601 5th Avenue North, Birmingham, AL 35203
About the Business
Covering Your Assets, LLC is a reputable accounting and finance institution located at 1601 5th Avenue North in Birmingham, Alabama, United States. With a team of experienced professionals, we provide comprehensive financial services to help individuals and businesses manage their assets effectively. From tax preparation to financial planning, our goal is to ensure that our clients' assets are protected and optimized for long-term success. Contact us today to learn more about how Covering Your Assets, LLC can help you secure your financial future.
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Location & Phone number
1601 5th Ave N, Birmingham, AL 35203, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Danielle is a true professional! Danielle’s expertise in tax matters was evident from the start, as she walked me through complex tax simulations with ease. I highly recommend Covering Your Asset for anyone seeking reliable and knowledgeable tax assistance."
"I have worked with Danielle for years. She is professional and kind. The experience has ALWAYS been pleasant. She is proactive and very knowledgeable and I appreciate her more than she will even know. If I could give her 6 stars I would but I guess the 5 will do for now lol. If you need an accountant she is your person!"
"Danielle is very professional and helpful. I'm so grateful that she was recommended to me. She's proven to be more than capable to handle personal, business, and non-profit needs."
"Disappointment. My husband I were excited to work with Danielle based on the reviews. Initially meeting Danielle, she was professional, personable, reassuring as it pertained to her being accessible for questions, and seemed to display a tax knowledge as we had just begun investing in real estate. She was accessible in the beginning but as time went on she became less accessible. We were fairly new to the business side of taxes so we had questions. We would, text, call, leave messages at her firm, drive to her firm, etc... it became more challenging to connect with her. Finally, after our taxes were filed by Danielle, we were told that we owed just under four hundred dollars. We were surprised by the news but we accepted it. Weeks later we received a letter from the IRS expressing that we owed a little over four thousand. We were totally blindsided by the news. After several attempts of practically blowing up every means of contact and finally connecting with Danielle, we inquired of how to approach this, what do we do? We were not given a plan, she did not call the IRS on our behalf, no clear advice as to how we should respond or proceed. We stopped hearing from her, period. My husband and I decided to inform Danielle that we were going to go in a different direction and her services were no longer required. She charged us for tax preparation and for use of the tax software that we didn't really find helpful and/or user friendly. In the end, I found an accountant. He quickly looked over our taxes that were filed and noticed several issues. He called the IRS on our behalf to get understanding why we owed. He coordinated conferences to speak with a representative from the IRS to ensure everyone was on the same page and understanding. He faxed letters, negotiated a decreased amount, and communicated with us throughout the process. He did ALL that for FREE!! His only request was that would consider doing business with him the following tax year, of course we did. The issues we paid for the previous year, he fixed, amended that year, and we received a refund from both years. In the end, our experience with Covering Your Assets, LLC was not a positive one."
"We had been searching for an accountant in the Birmingham, AL area for a couple of months until we found Danielle! She is amazing. We needed someone experienced in supporting small businesses with sales tax and tax obligations for an LLC and she did not disappoint. She was able to assess our situation in a brief consultation and then form a plan to get us on the right path. Danielle walked us step by step through the sales tax process and sat down with us to ensure that our bookkeeping system was accurate. We really appreciated the opportunity to work with an accountant who is patient, kind and knowledgeable. We'll definitely be using her services long-term."
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