*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.*
3017 Bolling Way NE Ste 144
Atlanta, Georgia 30305
I?ve had an excellent experience working with them They are incredibly knowledgeable, detail-oriented, and always take the time to explain everything clearly. Whether it?s tax planning, filing, or general financial advice, they?ve made the process smooth and stress-free. I really appreciate their responsiveness and professionalism. Highly recommend to anyone looking for a trustworthy and reliable accountant!
I?ve had a great experience working with Carter and company. Their team provided expert advice, helping me with everything from tax planning to bookkeeping. They were always responsive, knowledgeable, and made complex financial matters easy to understand. I highly recommend Carter and Company to any business owner looking for reliable and professional accounting services. Thank you for your excellent support!
These folks were fantastic at helping me get my yearly taxes completed. Ended up being cheaper and easier than TurboTax or direct file. Having an accountant is great for liability, and making sure things are done correctly. Had a fantastic experience with this firm, and will likely continue to file with them for the foreseeable future
Carter & Company provides exceptional CFO services, helping businesses streamline financial operations and drive strategic growth. I have been consulting with them as they are highly recommended in the area I reside. The staff is very helpful with ensuring all my questions are answered in a timely manner and I am able to schedule meeting when ever I need additional information. I highly recommend this company, you won?t retreat it.
Carter & Company?s proactive tax planning strategies have saved us significant money while keeping us fully compliant. I?ve been looking for a firm that could best assist me with these endeavors and I met my match. I thought I was a proactive planner until I found Carter and Company! They are truly amazing and now I am on track and compliment.
Hands down, best CPA firm in Atlanta and New Orleans? my tow truck company was able to scale 300% in less than 24 months. Thank you Mr Sam Carter. Your team is true professionals now it?s time to see how I can save on taxes :)
Being a young adult, I needed some guidance of the best manners in which I could stay on track. Carter and Company and their expertise in budgeting, forecasting, and cash flow management is worth while. They have given me clarity and confidence in my financial future. After consulting with them, I am confident in the next steps I will continue to take to ensure the success of myself and family.
Working with Carter has been a game changer for my business. Their knowledge, proactive approach, and guidance have not only saved me money but also helped me better understand my finances. I couldn't ask for a better partner in managing my accounting needs. Highly recommended!
I can?t recommend Carter&Company enough. They?re is the most insightful institution I have yet to work with! Highly recommend on your business endeavors!
Carter and company has been a great firm to work with. With their team of highly skilled accountants they were super fast, efficient and had high-grade value to offer!
Great Team of Advisors. From tax planning to business growth strategies, they deliver top-tier advisory services. Highly recommend for any business looking to scale!
I cannot recommend Carter & Company Business Advisory Firm enough! Their expertise and professionalism are unmatched. From the moment we engaged their services, it was clear that they genuinely care about the success of their clients. The team is thorough, responsive, and goes above and beyond to provide tailored solutions that deliver real results.
The team at Carter and Company has exceptional expertise in business accounting. They provided clear explanations and good insights that benefited my business operations
I had a great experience with Carter last year. It feels like they're not just accountants their partners in helping you grow financially. Their team is on point!
Best with finances!!! So helpful, I so highly recommend. Helped to grow my small business and offered such wonderful customer service!
Had a thorough experience working with Carter and company. help me expand my knowledge on my business as well as my finances. I
I?ve known Sam for a while now and I have to say this is one of my favorite people when it comes to accounting! Super detailed and breaks down concepts that typically would not make sense!
Loved using this firm! Really helped grow my business. 10/10 would recommend.
This firm has showed great knowledge in the way that they have helped me financially expand my business. I definitely will be using them again.
I genuinely appreciate their responsiveness, attention to detail, and the peace of mind they?ve brought to my finances. Highly recommend!
Carter and company offers a wide array of services that span everything from tax planning and preparation to complex audit and advisory services. Definitely recommend.
Had a great experience working with this firm. Helped me organize and learn more about my finances. Would recommend
They did such an amazing job with my business. Went through so many accounting firms & they were the best!
Whether it?s tax strategy, financial advisory, or strategic business planning, Carter & Company delivers with precision and clarity. Their ability to simplify complex challenges and create actionable plans is truly impressive.
I thoroughly enjoyed working with this firm! They have a great understanding and helped me better my business!
I?ve been working with Carter for the last few months and they?ve consistently exceeded my expectations, very professional
Wonderful working with this firm. Definitely helped me improve my business finances. Great firm to work with!
I recently had the pleasure of working with Carter & Company, and I am thoroughly impressed with their exceptional service and expertise. From the very beginning, the team demonstrated a high level of professionalism and a deep understanding of my business. The level of customer service provided is top-notch. The staff is always approachable, responsive, and willing to go the extra mile to address any concerns or questions I have. They make me feel valued as a client, which is a rare quality to find these
I thoroughly enjoyed my experience with Carter and co. They are a great firm to have and work with
Wonderful accounting firm. Would absolutely use again, helped my buisness ten fold. Highly recommend.
This firm helped me start my small business. I?ve recommended it for the past year! It?s helped my finances in ways I didn?t know was possible!
This firm has set the standard for exceptional accounting services. Their team is knowledgeable, responsive, and always goes the extra mile effectively to ensure complete accuracy
If your company is in need of a professional service, this team is highly recommended. Great experience working with Carter and co
For individuals and businesses seeking a refined, forward-thinking accounting partner, carter is simply without equal. Definitely will recommend
I have had the pleasure of working with this Carter & Company and I must say, their customer service is truly exceptional. From the moment I walked through the door, it was clear that they prioritize their clients above all else. Their team is professional, knowledgeable, and always willing to go the extra mile to ensure my needs are met.
So glad I chose this firm for my business! Super helpful and very knowledgeable firm!
Kyle is the best. He really helped my company grow through the firm!!
Carter and Co. helped me with Financial Planning and accounting for my business. I would recommend their services for anyone!
Partnering with Carter & Company was undoubtedly the most astute decision I've ever made. Sam Carter and his exceptional team provided unparalleled service, exceeding all expectations to not only meet my needs but also empower me with invaluable knowledge for future endeavors. Sam stands out as the most insightful and wise accountant I've encountered throughout my career. I wholeheartedly recommend Carter & Company to anyone seeking a firm that embodies expertise and exceptional performance.
I cannot say enough good things about Sam Carter and his incredible team at Carter & Company Business Accounting Firm in Atlanta. Sam and his team are not only highly knowledgeable and experienced CPAs, but they also go above and beyond to ensure their clients' needs are met with precision and care. Their attention to detail is unparalleled. They took the time to thoroughly understand my personal financial situation as well as my companies and provided tailored advice that has greatly benefited my busine
If your company needs fractional CFO services look no further, carter and company brings unmatched expertise
Carter & Company helped me so much when I was launching my LLC. I couldn?t recommend them enough!
Great customer service and well ran business. I highly recommend them.
Kyle was a pleasure to work with, very tentative and helped my business get on the right track financially.
We're so pleased to have Carter & Company as our business accountant. They tailor their services to meet our exact needs, and educate us about changes in the law that could impact us. They treat clients with care and respect, and makes working with them easy. I highly recommend Carter & Company Business Accounting.
I am very pleased with the general accounting services provided by Mr. Sam Carter with Carter & Company Int?l. His professionalism and attention to detail has been outstanding. They have consistently delivered accurate monthly financial statements and insightful advice that have greatly assisted in my financial planning and decision-making processes for me personally, and for my businesses. K. Nelson
I have had the pleasure of collaborating with Mr. Sam Carter for over ten years now! I am absolutely delighted with Sam and his team's knowledge and skills in handling small business affairs for my company. If you want to expand your small business into a big one, working with Sam is a must.
Knowledgeable patient and helpful took the time with me to get things right. Greatest of appreciation. Much Thanks
If you ever need someone who can make sense of all those confusing numbers, Carter and company is your go to!
I recently had the pleasure of working with Carter & Company and I must say I was extremely impressed. I am always hesitant on who I use to take care of the details when it comes to my finances but the level of service and professionalism, I received was unmatched. Phylicia Buie and Meti Tigneh were very personable and super knowledgeable when it came to tax laws and credits. In addition, the accounting software the company uses is easy to navigate, makes the process so smooth and keeps all the documents y
I provided a $10,000 retainer. Carter said he couldn't do the work. I never used Carter, and they refused to refund the retainer -- claiming set up costs/admin costs but never sent a single estimate, bill, etc. -- just kept the money. Trustworthy is not something I'd say about Carter & Company.
Working w cater company has been awesome their team is super detail focused and invested in success
Kyle is amazing! He helped me with my small business and helped it flourish!
I have worked with Mr. Samual Carter and his team for a few years now and I have to say their professionalism, expertise, patience and dedication to me and my business has been of the highest quality. We are truly impressed and look forward to working together even more. Thank you!
Phylicia is extremely detailed oriented, their team did a great job with our company!
I can't recommend them highly enough. Their team is professional, knowledgeable, and always attentive to my needs. They?ve provided exceptional service in both personal and business accounting. I would definitely recommend.
I have known Sam and the stellar reputation of his firm for more than 7 years. His leadership and professionalism is exemplary. His firm?s services are top-tier, consistent and exceptional in every respect?
Carter and company are well over recommended, I wouldn?t be where I am today with out them
?They are truly the best in the industry?reliable, trustworthy, and a true leader in their field. I?m excited to continue building a lasting partnership with them and highly recommend their services to anyone seeking exceptional accounting expertise.?
Carter and Company International is a distinguished advisory firm known for its expertise in guiding businesses through complex financial and strategic challenges. Their insights and tailored solutions have proven invaluable in navigating today?s dynamic marketplace.
What sets Carter & Co apart is their ability to tailor solutions to our unique needs. I highly recommend Carter & Co to any business looking for trusted expertise and a truly global perspective.
Ethan was wonderful, he really helped with my financial concerns
We've been working with Carter & Company since August of 2021. Since their COO has taken over our account the communication has been great, they're always available when needed, and budgets and other financial deliverables are always prepared and given to the organization in a timely manner. If we aren't familiar with something, they will guide us through the process and create tutorials for our understanding. We highly recommend their services.
Carter & Company is definitely SUPERFANTASTIC. I've known the owner for several years now and his company has taken care of my family's as if we are his own family. I have referred other family members and friends to this firm and they are satisfied. Mr Carter is the wealth building guru of Atlanta and has ventured out to other states helping others to take their businesses and personal financial profiles to a higher level. Thank you Sam Carter for everything you do..
Carter & Company are very detailed and thorough. With their guidance, the right questions were asked to help build capacity of our financial department. They assisted with systems and solutions to make our department more cohesive and sustainable.
The team at Carter & Company provided thorough and reliable services. Their expertise helped streamline our financial processes and ensured compliance with regulations. Highly recommend for anyone seeking a professional and trustworthy experience!
Helped me with my finance customer service was literally amazing
Carter & Company is THE place to go for CFO consulting & other C-suite consulting services. They have been a valuable asset to my business. Starting from making smart financial decisions to advise on hiring workforce and advising with marketing! I am confident that I would not be where I am today without their help. Highly recommend!
This company may be good for long term business needs, but I purchased a consulting session for a particular question and was shocked by how unhelpful and unresponsive my experience was. The accountant never directly answered my question, after several attempts to get him to clarify and commit to the answer. It didn't seem like he even read my initial e-mail and attachments. I asked him to confirm in writing because he verbally instructed that we did not need to pay a tax. It seemed suspicious to us that he
Carter & Company's Atlanta branch provides exceptional CPA _services. Their team exhibits profound expertise in tax planning, auditing, and financial consulting. Clients benefit from personalized attention, thorough analysis, and timely, accurate reporting. The firm's "commitment to transparency and client satisfaction sets them apart. Carter & Company Atlanta is a reliable choice for comprehensive financial solutions, ensuring peace of mind for businesses and individuals alike
Really helped me grow my business! Great service.
Sam and the team at Carter & Company have always been outstanding. Thorough, responsive and highly adept at ensuring our matters are addressed consistently, with the highest level of care. I?ve worked with Carter for over a decade and have always been impressed with how much the team cares about the issues that matter most to me and my business.
I wholeheartedly recommend Carter & Company to anyone seeking a top-notch CPA firm. Their professionalism, expertise, and exceptional customer service make them a standout choice for all your financial needs. Thank you, Carter & Company for exceeding my expectations and making the financial aspect of my life a breeze!
It has been exceptionally beneficial for me to receive counsel from Carter & Company. Not only has this team helped me to properly setup and organized my business, I am perpetually guided on the best next steps for my business growth. Carter & Company has a very conscious approach to business. Their conversation is not just about my growing enterprise, but MY Personal Growth & Development. One of the very first conversations I had with Sam Carter, prior to me becoming a client, he said to me, ?The most tr
This is a top-notch accounting firm? I use them for some serious tax issues that I had. They were professional on point and had a fair price? Not saying they are cheapest but you get what you pay for :-)
I cannot recommend this firm highly enough! Their team is incredibly professional, knowledgeable, and responsive.
Working with Carter & Company has been a pleasure. Their professional guidance and innovative solutions have significantly improved our business performance and profitability.
Carter & Company was so helpful! Highly recommended 10/10
I've been doing business with Carter and company for several years now. They are always helpful and keep a proactive approach to assisting with my needs. Paul Dunn
As a small business owner, I?m always concerned that my issues are, well, too small to ask an accountant about. But Sam Carter has always made me feel like my questions are just as crucial and important to him as any of the businesses he services. I?m always grateful for his help, and for how comfortable I always feel when working with him and his staff. This is so important to someone who knows next to zero about business and tax issues! I feel empowered to handle whatever issues arise with Carter and asso
Sam and his team are extremely knowledgeable on the international tax laws and implications for clients. He was a very good person to work with and I am thankful for his counsel to my clients
I highly recommend Carter Company CPA to anyone in need of top-notch accounting services. They are a trusted partner who genuinely cares about their clients? success.
Introduced by a trusted friend, my experience with Sam and Phylicia has been exceptional. I am a small business owner in a highly regulated industry, with a lot of moving parts to my company. I feel confident knowing Carter & Company continues to deliver the level of professionalism and skills needed to structure our finances and plan for the future.
Carter and Company Business advisory firm along with their associates provide exemplary service in a timely matter. Very helpful for small businesses. They stay abreast of new codes and find creative and proactive solutions. It takes the added worry away from the rigorous filings and allows us to focus of the actual day to day operations.
I recently referred a client to Carter & Company and my client received the best service and professional guidance! For years, their team has exceeded expectations and they stand by their work. I can always count on prompt communication and solutions for my business. I?m thankful for my partnership with this firm!
Worked with Carter & Company for years. Always professional, going above and beyond expectation. Over the years they have handled a wide array of business matters that attend to my needs both domestically and internationally. Very few firms offer this flexibility and adaptability.
I scheduled a consultation and missed it at my mistake for the wrong time by 30 minutes. I received a call from an unfamiliar number but no voicemail was left. I called back the same number once I realized my mistake. No answer, and was asked not to leave a voicemail. I did anyways, as well as emailed Sam Carter apologizing for my mistake. I never received a call back, text, or email from him. Instead I received an email from someone else that I cc?d the next day in regard to rescheduling. I have no interes
Beyond satisfied with the service I received with Carter & Company. I went in with some questions and unsure about a few things. Sam was a professional, friendly, & knowledgeable it made the experience so easy for me! Thank you so much! I would definitely recommend to others. Blessings.
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.