*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.*
153 Davis Rd Suite A
Augusta, Georgia 30907
We?ve been using Mayo for over ten years! Trusted, reliable, thorough, professional and everyone is super cordial and friendly and HELPFUL!! Thank you!
From the moment I walked into Mayo and met Kayli, I have been so impressed with the customer service! My CPA is Stacey Lee and she has been AMAZING already. She turned a very stressful IRS bill into an easily addressed, potential credit back to us. The communication and ease of the process has been excellent. And, I?ve met Lisa Mayo through networking events and she is a true professional. Five stars!
I worked with Jonathan Wiggins on two separate matters, one of which involved responding to the IRS. Our initial consultation took place about two months before the response deadline. Despite multiple reminders, he allowed the deadline to pass. During a meeting regarding a different issue, I reminded him again about the IRS response. He assured me it would be handled the next day, yet weeks later, nothing had been done. After another reminder, I followed up with his office, only to be told by his staff tha
Disappointed in the lack of communication and professionalism I received from here. My husband and I were clients for over 2 years with multiple businesses. In May I was told by Lisa she was taking some time off but would still be available should we need to reach her. That wasn?t the case. For the last 2 years I?ve consistently met with Lisa on a monthly basis and valued her feedback and knowledge on how to grow and strengthen my business. I began to notice the decline in services during the summer and not
Mayo Strategic Advisors has been a pleasure to work with. I was recommended to them several years ago and has been please with the decision to give them a call. Lisa and her team are very knowledgeable and professional. Highly Recommend!
Great people, I sold one of my properties and because of the capital gains, I decided to have Mayo do my taxes. They did an excellent job and was very satisfied.
Mayo Strategic Partners is the bomb!!! They?ve expertly prepared my taxes for 40+ years. They are efficient and personable from Lisa Mayo to all the CPA?s, to the Business Manager. Most of this year?s interaction was with their Business Mgr. Kayli, who was very nice, contacted me when the returns were ready, migrated me to their online portal, and affected the upload to the IRS - very fast!!! Couldn?t ask for anything better!
I had internet Accountant for over a year and they messed my books up so bad that it's costing me over $1500 to have my new bookkeepers fix it. Lisa Mayo is EXTREMELY RUDE and refused to help after I cancelled. Even if it was to send info that I paid them to work on during the time I was a customer. She talks down to you like she expects you to be an expert. If I was an expert, I wouldn't have the need to hire bookkeepers, I would just do it myself. Also asked them to do my payroll and they were only payi
Mayo Strategic Advisors has helped me tremendously as a company just starting out and trying to get things situated. I have had a pleasant experience so far. Would recommend!!!!
I have been using Lisa and her team for well over 10 years. I always receive prompt, professional and excellent service. Can?t say it enough, this is absolutely the team you want to handle your financial affairs. They stand behind their work and have always received prompt responses to any questions.
Mayo Strategic Advisors is a highly experienced team of professionals providing dependable accounting services. I have used them for two tax cycles and continued to be impressed with their customer service and attention to detail - outstanding!
Dhruv and Jonathan are THE BEST! They always make time for my needs as a business owner and they both go above and beyond to make sure we are happy and have what we need. They are true assets to our team and team players. If you are looking for a firm that feels like family, I can't recommend Dhruv, Jonathan and the entire Mayo team enough for all your bookkeeping, accounting and tax needs!
I?ve used Mayo for quite a few years now and I?m impressed with the ease and timeliness of filing my tax returns through them. They?re always ready within a week. Highly recommend them.
I have worked with Lisa and her team for several years now. Not only are they incredibly competent and on top of their game when it comes to handing all of my accounting and taxes, Lisa has also been an invaluable resource to me as a new business owner. I purchased Encore Boutique and Consignments two years ago (I managed it for the previous owner before purchasing) and Lisa and her team were there for me EVERY STEP OF THE WAY. She advised me, she kept me on track, and was a true source of information th
The MAYO GROUP has been a very friendly and efficient from the beginning of Our meeting . They have satisfied the IRS as well as Me with the timely , correct , and well prepared calculations of My annual contributions to the support of Our government.
TLDR/Bottom Line=look no further; highly recommend; affordable, honest, and reliable. If you are searching for a trustworthy, knowledgeable, and professional CPA, this is the place to go. I searched over a month for a place and I'm glad I gave them a call. Lisa and Sherrie ensure everything runs as smooth as possible from the second you contact them. They showed care and flexibility when setting up an appointment. From the start, I could see the dedication behind this business. Going over my paperwork was
Lisa Mayo was recommended to us from my husband?s prior Major. As soon as he heard we were being stationed to Fort. Gordon, his first word of advice was, ?you have to go to my Tax Lady, and her name is Lisa Mayo.? We are so thankful we followed is advice. Lisa was easy to work and communicate with. On our first phone call she asked for us to explain our tax situation with her then she let us know what documents to bring. Upon arrival she had a warm smile and a friendly hand shake. We reviewed all documents
Lisa, Melissa, Jonathan and crew are exceptional. They have been helpful with various aspects of my transition into ownership of my business. They are personable, professional, knowledgeable, and have been an absolute joy! I couldn't do what I do without them!!
Lisa Mayo is, by far, the best CPA I have ever worked with. She is true professional and an absolute master of her craft. I've seen friends business grow to unprecedented levels under her guidance and am now fortunate to be watching my own. I would highly recommend her and her team to help you with all your bookkeeping and accounting needs.
Nothing but EXCEPTIONAL service ? friendly, professional, knowledgeable and timely! Lisa spends the time to understand you and your business, and has nothing but your best interest at heart. She not only tells you what you need to do, but she is also a master at teaching you about laws and regulations. I have (and will continue to) recommend Mayo Associates to anyone needing help with taxes and starting a business! Grade A++
If you are looking for the BEST CPA in Augusta to handle your taxes or bookkeeping needs, pick up the phone and call right now! Lisa has helped my company grow from the ground up and her prices are hands down better than any CPA I have ever used! Don't waste time and money with a large firm! I won't ever use anyone else. Best decision I have ever made for my business! Big or small, she can handle them all!
It is apparent that Lisa Mayo truly cares about her clients. She obviously loves her job and is so knowledgable and professional! Her warm nature could put anyone at ease. I have so much confidence in her ethics and abilities, and she has made clients for life right here!
Lisa is AMAZING! She took time to figure out the mess of my previous tax return, called necessary entities to get proper information, and I left feeling relieved and so grateful. I appreciate feeling like she cared about my situation as much as I did. Thank you so much, Lisa!
The lady in reception area was friendly. Another lady, Lisa, came in reception area to get her clients and was friendly and personable. However, Anthony is not personable, and I did not get a comfortable feeling with him and not having that feeling when working with someone handling my money doesn't sit well. He seemed to mumble when going through our taxes so it was hard to hear him clearly. He also said our taxes start at $175 but didn't see it going up from that. We ended up paying $225. Some people may
Mayo and Associates have been wonderful. They helped us with a situation and the communication has been amazing. Always there to help. The whole staff has been great to work with.
I am working on a start-up company and was at the bank doing some research. The section manager asked if I had a CPA and directed me to Lisa. Best move ever. She really takes the time to explain the processes to me and I am super comfortable that my company finances are in good hands.
They are always there for us. They are fast and do a great job. So happy we were referred to Mayo Strategic Advisors. Thank you!
They are the absolute most unprofessional company. We drove by 3x and they were closed and swore they were open. More than myself were waiting. They over charge and under delivery. I hope they go out of business. I will make sure they are flooded with bad reviews. If you don?t like your job doing taxes durning tax season then get a new job.
Kayla was very helpful on scheduling our tax prep meeting with John. Very professional.
Very knowledgeable and professional organization. Makes tax season easy.
I have worked with them for many years, and have always been satisfied with their work and support. Also very easy to work with.
Friendly and accurate service, I have used them for years. They get them filed for you quick.
Amazing beginner Quickbooks training! Thank you so much. I will also sign up for more advanced classes when they're offered.
High-quality, highly recommended, affordable and reliable.
The staff have always been so friendly, helpful and knowledgeable.
Lisa is friendly and I highly recommend her! Loved the experience!
Lisa was awesome with her quickbook knowledge..looking forward to working with her
Extremely Client Focused , always responsive and very professional!
Love working with Lisa Mayo and her staff.
Very professional, very fair priced.
Super knowledgeable and thorough!! By far the best CPA I have ever met!!!
The people are so kind and patient with you!
Very nice people that do good work
Wonderful experience as well as people.
Great service and very knowledgeable!
Professional, punctual, neat & friendly
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.