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Aviar Financials P.C.

Aviar Financials P.C.

Reviews Summary

The reviews consistently highlight exceptional service, professionalism, and expertise. Customers praise the team's responsiveness, efficiency, and thoroughness in handling accounting and tax needs. Many appreciate the friendly, knowledgeable staff and prompt resolutions to queries. Long-term clients commend the reliability and trustworthiness, often recommending the service to others. The firm is noted for fixing past accounting issues, providing clear guidance, and ensuring accurate filings. Overall, the consensus reflects high satisfaction, with repeated emphasis on outstanding support for both personal and business financial needs.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Mid-size Businesses
QuickBooks
Xero
Paychex
GAAP Compliance

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Mid-size Businesses
QuickBooks
Xero
Paychex
GAAP Compliance

Contact Information

Address

212 Overlook Cir # 102

Brentwood, Tennessee 37027

Visit Website Call Now Get Directions

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

We could not be more grateful for Aviar Financials! After a very disappointing experience with a previous CPA group with our business financials, Rachana at Aviar Financials stepped in and completely turned things around for us. She and her team are extremely knowledgeable, thorough, and detail-oriented ? exactly what we needed. They not only helped clean up the mess we were in, but also filed our taxes properly, caught issues we weren?t even aware of, and ensured everything was correct in our books and all

Always a delight to talk to Aviar Financials! They are fast, efficient and very capable! I've been with them for several years now and enjoy the service provided! P.S. My review is always the same, but what can I say, AF is great!!!

We highly recommend Aviar Financials P.C for their outstanding volunteer services to our non profit organization www.everyonehuman.org. Rachna Agarwal CPA provided expert financial guidance to our valued and committed volunteering accountants team, significantly improving our operational efficiency in our misdion to fight against hunger and human exploitation. Rachna was responsive, approachable, and most importantly dedicated to empowering our organization's commitment towards strengthening communities and

To get great accountants who really know what they do, is a great deal! I know Rachana since long time. Their knowledge and professional experience is amazing; I would definitely trust them for my business and accounting needs!

I just don?t have words to explain what a good experience I had filing my personal and corporate taxes with this firm. Rachana is Very friendly and knowledgeable. Also got my taxes done in timely manner. Highly recommend them. There firm is one stop shop for all tax needs. I normally don?t write reviews , but with the good experience I had with them , I wanted to share this.

My initial consultation with Rachana was informative and clear on the exact information I needed to be clear on as I'm stepping into starting my LLC. Rachana was so personal, asked questions to understand my current needs and future wants, and gave me very actionable next steps so I can move forward with confidence. I highly recommend Aviar Financials for anyone in the startup phase or beyond.

Rachana is amazing! She's very smart and extremely professional. She guided me through both my business and personal income tax filings. Thank you!

We have been using their service for last five years and I can?t be more happier. Very thorough, prompt and easy to work with. Highly recommended.

Rachana is super helpful and always available to answer Q's. I've been using her for years and have recommended her to friends and family.

Aviar Financials has always provided me with excellent advice as well as guidance in filing my tax. It is easy to upload the documents. Aviar ensures maximum refund as well. Thanks for helping me throughout the process.

Very dependable and reliable service. They are the annual book keepers for our NPO. Provide a very quality service and free of cost. Thanks for their good work and generous heart! ??

I have been very pleased with the services Aviar provides. Rachana and her team are responsive and timely in helping me with my business accounting operations.

Very professional and efficient. Have been working with Rachna for the past 3 years and no complaints. Great job. Thanks for your services..

Very hands on and knowledgeable. Fixed some problems from previous accountant. Would and have recommended.

Highly efficient and friendly atmosphere. All my queries have been patiently addressed and timely managed.

Very professional, efficient and friendly service.

Awesome Professional Service. Very knowledgeable staff and prompt service.

Prompt and excellent professional consultation.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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