*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
707 Whitlock Ave SW Ste B21
Marietta, Georgia 30064
We've used Bambo for our business and personal taxes for years, and he is so great to work with. He always calls you back, works quickly, is always helpful, doesn't mind an extra phone call if we have a question. I really can't say anything but great things about Bambo - we highly recommend his accounting services.
We have been a client of Bambo Sonaike CPA, LLC for few years and we found their services to be above all other CPA firms. We changed our auditing and tax service from a larger CPA firm and the savings and added value was immediate. In addition to the professionalism, the integrity, the customer care, and wealth of experience they brought to the engagement was outstanding. I would highly recommend their services to any small or medium business organization.
Outstanding CPA! My disabled mother had significant medical costs that he was able to work through quickly and efficiently while completing her taxes. Very caring and concerned for her difficult situation. Price was the best in the area which is initially why we chose him but will continue to recommend because of his great work and ethics. Highly recommend!
I had to fire two CPAs last year because they could not fulfill what they promised nor were they an expert in the field of real estate investing like advertised. This year, I found Bambo through a referral, and interviewed him extensively in person regarding my tax situation with my real estate portfolio. I was a little skeptical at first being that I had been burned by two CPAs last year. Bambo came through 100%. I was SHOCKED at how fast he accurately filed my personal and business returns plus 990-T
I had a need for a CPA to review a very complicated tax return for me to tax year 2014 and was looking for a CPA well versed in 1031 tax exchange law. I have done my own taxes for the past 40 years and for the last 10 years have used a TurboTax program which was all I have needed in the past. But this year I needed someone who really knew 1031 tax law. I called around and talked to several CPA's, asked them questions over the phone about 1031 questions, and Bambo was the one who most impressed me as he se
Bambo has been doing my business and personal tax returns for about a decade. He is a pro - very efficient, honest, and all around likable guy!
Bambo is the best of the best. If you need a small business or personal accountant, he is excellent. Definitely recommend to anyone!
My wife and I have been going to Bambo for the past few years and we love him. He is professional, direct, and honest. We will keep going to him for taxes and accounting needs. Thank you Bambo
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.