Aligned Financial: Your Partner for Expert Tax, Bookkeeping & Notary Services
Where your financial clarity and business compliance are secured through comprehensive tax preparation, tax planning, bookkeeping, and notary solutions. We don't just process numbers—we empower your financial peace of mind.
Navigating the complexities of financial regulations can be daunting. Our Aligned Financial solutions offer comprehensive tax preparation, planning, bookkeeping, and notary services tailored to your unique needs, ensuring compliance and optimizing your financial health.
Expert tax preparation services for individuals and businesses
Proactive tax planning strategies to optimize savings and compliance
Reliable bookkeeping to maintain accurate and organized financial records
Convenient notary services for reliable legal document certification
Expert Tax & Accounting for Your Financial Success
1
Tax Preparation
Simplify your annual filings and ensure compliance with expertly prepared tax returns for individuals and businesses, maximizing your refunds.
2
Tax Planning
Strategize for future tax efficiency. We help you identify deductions, optimize liabilities, and plan for significant financial events to minimize your tax burden.
3
Bookkeeping Services
Maintain accurate and organized financial records with our comprehensive bookkeeping services, keeping your business audit-ready and providing clear financial insights.
4
Notary Services
Receive convenient and reliable notary services for all your legal document authentication needs, ensuring accuracy and peace of mind.
Our comprehensive tax and accounting services are designed to streamline your financial operations, ensure compliance, and empower you to make informed decisions for lasting financial security.
Empowering Your Business with Comprehensive Tax & Accounting Solutions
Tax Preparation
Ensure accurate and timely filing of all your tax returns, maximizing deductions and minimizing liabilities with our expert preparation services.
Strategic Tax Planning
Develop proactive tax strategies to optimize your financial position throughout the year, anticipating changes and achieving long-term savings.
Comprehensive Bookkeeping
Maintain meticulous financial records, providing clear insights into your business's health and simplifying future tax and financial decisions.
Professional Notary Services
Access reliable and convenient notary services for all your important legal documents, ensuring their proper authentication and validity.
Why Choose Aligned Financial?
Our Fiduciary Commitment
Unlike many tax and accounting firms, we operate as fiduciaries 100% of the time. This means we're legally obligated to put your interests first—always. No exceptions, no compromises.
A Truly Holistic Approach
Your personal and business finances, tax obligations, and legal needs don't exist in separate silos—and neither should your planning. Our integrated approach ensures all aspects of your tax, accounting, and notary requirements work together harmoniously.
Transparent & Ethical
We believe in complete transparency about how we're compensated and the recommendations we make. You'll always understand exactly what you're paying for and why, whether it's for tax preparation, planning, bookkeeping, or notary services.
How We Work With You: Our Proven Process
1
Discovery
We start with a complimentary call to understand your unique tax and accounting situation, goals, and challenges. This is about listening first—understanding what financial clarity and efficiency mean to you.
2
Strategy Development
Our team creates a customized plan addressing your priorities across tax preparation, tax planning, bookkeeping, and notary services. We present clear options with transparent pros and cons.
3
Implementation
We handle the heavy lifting to put your tax and accounting plan into action, coordinating with other professionals like attorneys or CPAs as needed to ensure seamless execution.
4
Ongoing Alignment
Regular review meetings keep your tax and accounting strategy on track as your business and personal financial life evolve. We proactively adjust your plan to address new opportunities and changing tax regulations.
Client Success Stories
The Johnsons: Navigating Retirement Taxes with Confidence
Approaching retirement, the Johnsons were overwhelmed by complex tax implications. Our expert tax planning helped them understand their RMDs, identify eligible deductions, and implement strategies to minimize their tax burden, securing their financial future.
Riverfront Brewing: From Startup to Seamless Financials
Mike and Sarah's craft brewery was booming, but their bookkeeping was a mess. We established a robust accounting system, handled their quarterly tax filings, and provided essential notary services for their business contracts, allowing them to focus on what they do best: brewing great beer.
Ready to Align Your Financial Future?
10+
Years Experience
Combined expertise in tax preparation, planning, bookkeeping, and notary services
97%
Client Retention
Our clients stay with us because we deliver results aligned with their tax and accounting goals
$0
Initial Consultation
Take the first step toward financial alignment with no obligation
We're dedicated to helping you achieve financial clarity and efficiency through expert tax preparation, planning, bookkeeping, and notary services. Reach out today to start the conversation.
Phone: (469) 669-5820
Email: info@alignedfinancialgrp.com
Address: 215 Walnut Street, Ste 1
Gadsden, AL 35904
Office Hours
Monday-Friday: 9am-5pm Saturday: By appointment only Sunday: Closed
Follow Us
Connect with us on social media for valuable tax tips, accounting updates, and important financial news.
At Aligned Financial, we specialize in providing tailored tax and accounting services designed to support your financial well-being and business success.
Expert Tax Preparation
We ensure accurate and timely filing of your individual and business tax returns, maximizing deductions and minimizing liabilities in compliance with all regulations.
Strategic Tax Planning
Develop proactive strategies to optimize your tax position throughout the year, helping you make informed financial decisions and achieve long-term fiscal health.
Reliable Bookkeeping
Maintain precise and organized financial records for your business, providing clear insights into your cash flow and supporting informed decision-making.
Professional Notary Services
Offering prompt and reliable notary services for various documents, ensuring legal authenticity and proper execution when you need it most.
Meet Our Founder
"Aligned Financial was founded with a simple mission: to help people create meaningful wealth that supports the life they truly want to live. It's not just about numbers, it's about aligning money with values."
With over a decade of combined experience in tax preparation, bookkeeping, and notary services, Nina Brown brings a unique and well-rounded perspective to Aligned Financial. Her diverse expertise allows her to craft strategic solutions that empower clients to manage their finances, ensure compliance, and streamline their business operations with confidence.
Nina is deeply committed to community impact. She actively participates in local business initiatives and volunteers her accounting knowledge to support small business owners and nonprofit organizations—ensuring they not only survive, but thrive.
At Aligned Financial, Nina’s mission is simple: to provide accessible, intentional tax and accounting strategies that lead to long-term success.