*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.*
217 Whitsett St
Greenville, South Carolina 29601
We are so grateful for the services Brock Settlement provided. They were responsive, knowledgeable, and diligently pursued our case to a successful resolution. In addition to achieving meaningful savings, their fees were extremely reasonable. Highly recommend!
George has been such a blessing over decades to me. I found George Brock, CPA, through my pastor that highly recommended him for those in the ministry and self employed. George, as well as his team, is very professional, knowledgeable, trustworthy, helpful and friendly. I have had to call many times concering tax questions; George and his team were always courteous and able to give an answer in a timely manner. George Brock, CPA, and Brock Tax Settlements will have a genuine dedication to you as a clien
Exceptional CPA Firm - George and His Team are a Blessing! I've had the pleasure of being a client of George and his incredible team for over 15 years now, and I can confidently say they are the absolute best! From navigating complex tax issues to devising innovative strategies, George and his team have always gone above and beyond. Their expertise and value is unmatched, and what sets them apart is their genuine dedication to their clients' success. They don't just crunch numbers; they invest time in und
Had what I thought was a very complicated tax question. I searched everywhere I could think of to resolve the issue with no firm response. My brother recommended Brock Tax Settlements. One call and within a matter of minutes I had the answer with assurance. They were very knowledgeable, courteous, offered helpful suggestions, and gave me options that will benefit me. It is so comforting talking with people that understand personal situations and shows you how to handle a tax situation that to them was jus
George saved me almost $7K on my taxes and also set up my LLC so that next year's taxes will be easier. He and his staff are positive, happy people even the week before April 15th and while working long hours on evenings and weekends. They're like a family. I highly recommend them.
I couldn't be more impressed with the exceptional service they provide. They prepared my tax returns with precision and expertise, uncovering deductions and credits I never knew existed. If you want to save the most money, call them and no one else!
I'm so glad I found Brock Tax Settlement services. Self-employment taxes can get messy quickly but the Brock team helped me sort everything resolve issues quickly. I appreciate the reasonable rates, too, other firms quoted outrageous prices. Thank you!
I very seldom post reviews, but I thought that it would be in order for me to share my experiences as both a minister, and also as an owner of rental properties, while using the services of Brock CPA. Around twenty years ago, I was using a CPA who did my taxes, but did not seem to understand the complexities of my ministry, and businesses when placed side by side. I thought that it might be good to try someone else. I chose Brock CPA, and immediately began to save legitimately many dollars each year. This
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.