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TAS Tax Tip: Before you file that federal tax return: Stop and follow these tips to help avoid unnecessary delays

The Taxpayer Advocate Service wants to help you avoid delays this filing season, including refund delays. If you missed attending one of our local events and you prepare your own tax return, wheth...

NTA Blog: National Taxpayer Advocate Releases Annual Report to Congress and Purple Book

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from Acting National Taxpayer Advocate Bridget T. Roberts. Additional blogs can be found at www.taxpayeradvocate.irs....

National Taxpayer Advocate Delivers Annual Report to Congress

Each year's Annual Report to Congress identifies the ten most serious problems facing taxpayers and offers recommendations to fix them. ...

TAS Tax Tip: Important information you need to know about refunds

Planning for a refund this year? Use these tax tips and find out what you need to know and understand about tax refund timing, when you could receive it and why you may only get part or none at all...

TAS Tax Tip: Wait to receive your W-2 form or other income statements to file your tax return

The Taxpayer Advocate Service (TAS) wants to help you be prepared for the tax filing season. One way to avoid tax processing or refund delivery delays is to wait until you’ve received all of ...

Save the date and attend a free pre-filing season tax tips event in your area, January 13-17, 2020

Planning to file your tax return soon? Before you file your 2019 federal tax return, get tax tips from the Taxpayer Advocate Service (TAS) and avoid delays this tax filing season. The Taxpayer Advo...

TAS Tax Tip: See this important information about child and dependent-related tax benefits

If you have children or other dependents, and qualify to claim them on your tax return, there are a few things you need to know now, and some you may need to act on before you file your 2019 federa...

NTA Blog: Holiday Cheer and All the Best in the New Year

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from Acting National Taxpayer Advocate Bridget T. Roberts. Additional blogs can be found at www.taxpayeradvocate.irs....

NTA Blog: IRS Publication Error May Have Caused Certain Married Taxpayers Filing Separately to Fail to File Required Tax Returns

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from Acting National Taxpayer Advocate Bridget T. Roberts. Additional blogs can be found at www.taxpayeradvocate.irs....

TAS Pre-Filing Season Outreach

Ready to file your federal tax return? Stop by one of these events first and get tips to avoid delays! Want to avoid delays this filing season, including refund delays? Find out how by visiting...

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Reach Out To Us

Use all of our contact info below to reach out to Horton, Lee, Burnett, Peacock, Cleveland & Grainger, P.C.— We’ll be happy to assist you however we can.

3800 Colonnade Pkwy, Suite 500
Birmingham, AL 35243

 

205.967.9744

 

205.967.9745

 

Email Us info@hortonlee.com

 

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Partners

J. Lamar Peacock, Jr., CPA

Administrative Partner

Lamar is a 1975 graduate of Birmingham Southern College. He joined the firm later that same year and became a partner in the firm in 1984.

Lamar’s practice includes providing accounting services to closely held businesses in a variety of industries, including attestation services that encompass audits, reviews and compilations. In addition his practice includes the preparation of various federal and state income tax returns on behalf of many closely held businesses and not-for-profit organizations. Lamar also represents individual clients in the areas income, estate and gift planning and compliance. He has served as Board Member on a number of local not-for-profit organizations. Lamar is a member of the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants.


D. Grover Cleveland, CPA, CVA

Grover graduated from the University of North Alabama in 1977 with a Bachelor of Science Degree in Accounting. He started his career with the firm in August of 1977 and became a partner In 1984. Grover provides services to privately owned companies in many industries, including automotive, manufacturing, industrial foodservice, construction, medical, legal, retail, wholesale, insurance, entertainment and not- for- profit. Services provided includes audits, reviews, compilations, corporate and individual taxes and consulting in financial issues and operations analysis. He also provides Business Valuations Services for mergers and acquisitions, buy/sale agreements, estate planning, and matrimonial issues.

Grover holds memberships in American Institute of Certified Public Accounts, The Alabama Society of Certified Public Accounts and National Association of Certified Valuation Analysts.


J. Thomas Grainger, CPA

Managing Partner

Tom is a 1976 graduate of the University of Alabama at Birmingham. He has been with the Firm since 1977 and a Partner since 1984.

Tom’s practice encompasses serving closely held businesses, non-profit entities, and individual clients. He is experienced in representation of clients in the areas of income taxes, financial reporting, securing financing for businesses, forecasting and projection, mergers and acquisitions and estate tax planning.

Tom is an active member of the Alabama Society of Certified Public Accountants and a member of the American Institute of Certified Public Accountants. He has served as a member of the Board of Directors of the Alabama Society of Certified Public Accountants, President of the Birmingham Chapter of the Alabama Society of Certified Public Accountants and a member of the Accounting Advisory Council of the University of Alabama at Birmingham.


H. B. Lee, III, CPA

Tax Partner

H.B. has been in public accounting since 1992, specializing in tax since 1995. He began his career at Coopers & Lybrand, working in both the business assurance and tax lines of business. Before joining Horton, Lee, Burnett, Peacock, Cleveland and Grainger, P.C. in 1999, H.B. specialized as a tax manager in the governmental and tax-exempt area for PricewaterhouseCoopers, LLC, serving clients primarily in healthcare and higher education, along with various public charities and private foundations. H.B. currently serves as a tax partner for the firm, serving clients in a variety of industries, including real estate, construction, healthcare, consulting, distribution, not-for-profit, and various service industries. His emphasis is working with closely held businesses and their owners in the areas of general business consulting, tax and estate planning, and succession planning. H.B. also specializes in providing bond rebate services to the firm’s tax-exempt and governmental clients.

H.B. is a CPA in Alabama and holds a Bachelor of Science degree in accounting from Auburn University and Masters of Tax Accounting from the University of Alabama. His professional affiliations and civic activities include being a member of the American Institute of Certified Public Accountants, member of the Alabama Society of Certified Public Accountants, Advisory Board member of Camp Smile-A-Mile (public charity for children with cancer), and Deacon and Men’s Ministry Team Chairman of Brookwood Baptist Church.


Patricia H. Oh, CPA, CVA

Patricia is a Partner of Horton, Lee, Burnett, Peacock, Cleveland and Grainger who joined the firm in December 1990. She provides auditing and accounting, estate and tax planning, business valuation and consulting services for both individual clients and businesses in construction, manufacturing, foodservice, distribution, real estate development, and professional services. She also specializes in financial and compliance auditing and accounting services for not-for-profit entities, governmental units, and private and state employee benefit plans.

Patricia is a CPA in Alabama and holds a Bachelor of Science degree in accounting from the University of Montevallo and Masters of Accounting from the University of Alabama at Birmingham. Patricia is also a CVA (Certified Valuation Analyst) who provides business valuation services for clients in conjunction with estate/gift tax planning, mergers and acquisitions, stockholder buy-in/buyout, and succession planning. Her professional affiliations and civic activities include being a member of the American Institute of Certified Public Accountants, member of the Alabama Society of Certified Public Accountants, member of the National Association of Certified Valuation Analysts, past member of the board of trustees of the Living Word Church, member of the board of trustees of Institute for Foundational Learning, Inc. Patricia is fluent in English and Chinese, and leads a small group at Church of the Highlands which reaches to the Asian community.


Brian W. Burnett, CPA

Brian received his Bachelor of Science in Commerce and Business Administration in 1998 and received his Master of Accountancy in 1999 from the University of Alabama. He has been with the Firm of Horton, Lee, Burnett, Peacock, Cleveland & Grainger since 1999 and a Partner since 2006.

Brian serves a wide variety of clients such as closely held businesses, non-profit entities, as well as individuals. He services clients in specialized industries such as construction, charitable organizations, health care and country clubs.

Brian is a member of the American Institute of Certified Public Accountants, Alabama Society of Certified Public Accountants and volunteers with Magic Moments.


H. Lee Benson, CPA

Lee practices in the area of income taxation. He is experienced in tax compliance, tax research, tax planning and federal and state tax examination issues. Lee serves all types of clients, including individual, non-profit, partnership, s-corporation, and corporate entities. He works with clients in a variety of industries, including real estate, non-profit, construction, healthcare, small business and service companies.A graduate of the University of Alabama, Lee earned his B.S. in Accounting in 2000 and his Masters of Tax Accounting in 2001. Lee began his career with Horton, Lee, Burnett, Peacock, Cleveland and Grainger in 2001 and currently serves as manager of the Firm’s tax department.

Lee is a member of both the Alabama Society of Certified Public Accountants and the American Institute of Certified Public Accountants.



More than pencil pushers, real CPAs working for you.