Advisory CPA Group

This accountant has prepared our personal taxes and my small S-Corp taxes for 2 years. She is very patient, kind, professional, and efficient. I would recommend her for personal or business taxes as she is very knowledgeable and expert in both.

After my long-time accountant retired 4 years ago, I looked around for new one I could trust. So happy I found Andrea to do my taxes because rather than hoping I did it right, I prefer to leave it in a professional's hands. Thanks, Andrea!

For several years now, I've entrusted Andrea Lockhart with my taxes, and I've been consistently impressed by her exceptional service. Andrea's expertise and professionalism shine through in every interaction. She is incredibly responsive, always addressing my concerns promptly and thoroughly. Working with Andrea has been a stress-free experience, thanks to her attention to detail and commitment to excellence. I highly recommend her services to anyone in need of a reliable and knowledgeable CPA. Andrea truly

Andrea is very knowledgeable, resourceful and a pleasure to work with. I always feel confident placing my tax and accounting needs in her hands. In addition to handling my tax returns, she has been a tremendous resource as I started my business. She always finds the time to explain applicable requirements, flag important considerations, answer my questions and provide practical advice. If you are looking for a highly qualified CPA who can take the stress out of tax and accounting planning while making you f

My wife and I run a small business and we needed a good CPA. Andrea is very bright, professional and qualified and she had been an excellent fit for us. She was a great help throughout the whole process of our business tax and personal income tax filings. We could not be happier with our experience with Andrea and Advisory CPA Group and highly recommend them.

I have been working with Andrea and Advisory CPA group for almost two years which has been a pleasant experience. Andrea is very knowledgeable but most importantly for us she is accessible and always willing to give financial advice or recommendations. I feel confident recommending this company and look forward to working with them for years to come!

I have used Andrea for at least 4 years now for both my personal and business tax preparation. She is awesome! I appreciate her patience and knowledge. I personally dont like sitting in an office all day to get taxes done so the way we operate is perfect for me. I drop off my info, have a quick consultation session, and she takes care of the rest. She contacts me with additional questions or needs. I highly recommend!

Andrea Lockhart is one of the most professional, informative, friendly, and patient CPA's. From a customer service standpoint, Andrea hits the mark every time! I've never experienced a re-audit in the 4 to 5 years she's filed my taxes. She's always providing me with updates, details and reassurance during the difficult tax filing process. I would recommend Andrea over any CPA. Aside her great customer service she is very easy to communicate with and always gets back with me in a timely manner regardless if

Andrea is great. She helps me throughout the year to make sure my business is operating at its best. She also (legally) minimized the amount of taxes I had to pay. I used to do my own taxes with online software but after seeing such a huge difference in savings I will only use Advisory CPA Group for now on. Thank you Andrea and the rest of Advisory CPA Group.

Andrea at Advisory CPA Group is detailed and thorough when it comes to helping me keep more of my money. She actually takes the time to ask the questions so that nothing is overlooked and she explains things in a way that I UNDERSTAND, this is so important when it comes to tax laws and tax law changes. I appreciate the fact that she stays abreast of these changes to be able to inform me. She is professional, pleasant and takes the time to check in on me throughout the year, not just during tax time. This i

I went to Advisory CPA Group for the first time this year and I'm SO GLAD I DID!! Andrea walked me through everything and explained things in a way my accounting-challenged mind could understand. Not only did she help me save money this year, but we are working on a strategy to save money going forward with my business, not just at tax time. If you are looking for a tax expert or someone to help you structure the accounting of your organization, I urge you to contact Advisory CPA!

I?m extremely pleased with the service I received from Advisory CPA group. I?ve had bad experiences in the past with tax preparers but Andr?a was super nice and efficient as well as very knowledgeable. I appreciate being treated as a customer and not just another dollar coming through the door. My process was smooth and easy and my return came way sooner than I expected. I look forward to using her in the future and I will definitely recommend services to my friends and family.

Andrea and her team has done our personal and business taxes for the past couple of years. She's been amazing to work with! Patient with all my questions, understanding of my ignorance, and she's helped us get amazing returns! I highly recommend her!

Would highly recommended. I reached out very late in the year for help on my taxes for my business. Even though we were only a few weeks from the end of the year deadline Andrea went above and beyond to make sure we were taken care of. Extremely responsive and professional (even when I had after hours questions). 5 Stars!

I went in nervous for the first time. My husband always did the taxes. Andrea made it simple , comfortable and quick. It was a Wow experience. I plan on going back again.

Make the switch this year to Advisory CPA Group, call Andrea Lockhart. Professional, knowledgable, informative, and stays updated on tax law changes and strategies to maximize benefits for her clients. Be the small business owner that recognizes the value of employing an accountant and tax preparer from the beginning to assist you with assessing the deductions you may qualify for, managing your cash flow, scaling your business, and all your other critical financial needs' analysis. Andrea Lockhart at Ad

Advisory CPA Group is THE preferred tax service for our business. Andrea (and team,) is professional, efficient, educates us on what we should know and do, and we will continue to trust and value their service. We highly recommend Advisory CPA Group!

I met Andrea about 3 years ago through my Brother in Law, and I have been extremely pleased with her professionalism on ensuring that my taxes are prepared accurately. I was so pleased that I have recommended her to quite a few of my co-workers and friends, and I can always leave with confidence knowing that my taxes are prepared correctly.

Awesome experience and attention to detail. Andrea went above and beyond her duties and service that were rendered. She always answered my calls even after hours and weekends. I wold recommend Advisory CPA to anyone with tax issues big, small and indifferent.

THIS COMPANY HAS SAVED ME SO MUCH MONEY!! I worked with Andrea who helped me restructure my business from what I scrambled together myself into the proper tax situation, which saved me approximately $10,000 annually. I always dreaded doing taxes, getting bad news of how much I owed, overall it used to be a very negative situation. But once I found Andrea, every single interaction is filled with good news and smiles all around. She set me up so that it's less work on my part while saving me money. I want to

Andrea of Advisory CPAs has been doing our taxes for a number of years. She's thorough, professional, efficient and maximizes our returns. While I have a number of friends that are CPAs, I'm such a believer in Andrea and Advisory CPAs that at this point I don't recommend anyone else. My mother and brother have both been pointed in her direction.

Working with Advisory CPA group over the last 2 years has been a pleasure! Taxes can be stressful but with the one on one help, guidance & support they make it easy, understandable & painless! Will definitely continue to use their services for my personal and business CPA needs! I would recommend them to everyone!

Andrea at Advisory CPA Group is a pleasant and knowledgeable resource to have in the accounting realm. She has made it easy to understand the options available to my company. I'm glad to count her as part of my team of professionals!

Andrea with Advisory CPA is AMAZING! She takes such good care of her clients and will walk them through each step! I highly recommend Advisory CPA's for your small business needs.

Andrea is very professional and always a joy to work with. We love her patience and her knowledge. We are so happy to have been referred to her and Advisory CPA Group!

Advisory CPA was very professional and extremely efficient. Our engagement was handled with care and all deadlines were met with more than sufficient time. Most importantly, they are good people to work with. Highly recommend.

Andrea did a very professional job helping me with my taxes last year. She made sure all my bases were covered and she saved me money. Couldn't ask for more. Highly recommended.

Advisory CPA Group have been preparing our taxes for years. We have found them to be accurate, ,professional, and very responsive to our questions. We feel comfortable that they explore every legal tax advantage in an effort to maximize our refund and/or minimize our tax liability..

Andrea @CPA has been very professional, and demonstrated her vast knowledge of accounting principles on several occasions that had help me be very successful as a start up business. Extremely pleased with the services her company has provided!

Andrea is the most personable CPA I have ever spoken with. If I could, I would give her 6 stars. If your looking for someone understanding and extremely knowledgeable, this woman is the best!

We have been using Advisory CPA Group for more than 10 years. Mrs. Lockhart is knowledgeable, efficient, professional and acts with integrity with our best interest top of mind.

Advisory CPA Group has been our accounting team for the past several years. They have always done fantastic work for our organization. We highly recommend their services.

This accountant provided me with very prompt and reliable service. She was very pleasant and professional and had my return completed in less than two days. It was all done virtually so it works well if you are covid conscious. Got me a nice return as well so you definitely get what you pay for.

Andrea with Advisory CPA was very thorough in her Financial Review for our company. She was prompt and met all desired deadlines.

Honestly I can?t think of words that describe how thankful I am to have Andrea as my CPA... she has answered any and all of my questions / concerns whenever I had them; and most importantly saved me thousands of dollars with her tax strategies... Thank you much again Andrea, you are greatly appreciate ??

I have used Andrea for a couple of years for my taxes and she is awesome! She has extensive knowledge, great customer service and she is a pleasure to work with.

Always quick and professional. Gets me money back each year.

Andrea is the best! I enjoy working with her. She?s detailed and knows what she?s doing. I recommend her to all my consultants.

I recommend Advisor CPA Group! Andrea Lockhart answered all of my questions in a timely manner. I was very pleased with the service that I received.

Mrs. Lockhart was very thorough and very professional. I felt very confident that she was completely knowledgeable in helping me with my tax needs!

Excellent, timely, friendly, professional advice & service. Andrea and her team and great to work with. Very glad to have found them!

Advisory CPA Group was great and very efficient and detailed. Great experience with Andrea Lockhart

I have used Advisory CPA Group for a few years now. And I?ve always received the Best customer service and professionalism from there Staff.

It was a great experience working with Andrea - all the boxes were checked: Quality; Value; Professional and Responsive. Thank you!

Been going to Andrea 2 years now! Love her work.

I was very happy with the professionalism and knowledge. I referred them to another friend who is also very happy. And I am using them again this year.

Impeccable professionalism, communication, responsiveness, accessibility and value-added service.

We have utilizing their services since 2020 and are very pleased!

Excellent and professional service. Patient and kind with customers.

Great to deal with, very efficient and knowledgeable, highly recommend

Great experience will refer and repeat business.

Thank you so much Andrea for making this so easy!!!

Very knowledgeable professional and trustworthy

Professional prompt service.