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CITITAX Associates

CITITAX Associates

Reviews Summary

The overwhelming consensus is extremely positive, with nearly all reviewers praising the exceptional professionalism, expertise, and personalized service. Customers highlight timely, accurate tax filings, clear communication, and stress-free experiences. Many appreciate the team's patience, attention to detail, and ability to handle complex situations. Long-term clients express strong loyalty, citing consistent satisfaction over years of service. The only negative review mentions a lack of detail and a focus on money. Overall, the company is highly recommended for both personal and business tax needs, with particular appreciation for their friendly, efficient approach.

About This Listing

Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
QuickBooks

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
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
QuickBooks

Contact Information

Address

6495 Shiloh Rd Suite 220

Alpharetta, Georgia 30005

Visit Website Call Now Get Directions

Hours

Monday 10AM-7PM
Tuesday 10AM-7PM
Wednesday 10AM-7PM
Thursday 10AM-7PM
Friday 10AM-7PM
Saturday 11AM-6PM
Sunday Closed

Customer Reviews

Cititax did a fantastic job with helping me switch my personal and business accounting needs in a timely manner including setting up payroll. They were very communicative and took the time to understand my unique situation and stayed in contact regarding the whole process. Shybi, Bancy and the whole team have been very professional even during the beginning of the busy tax season. Great experience thus far.

Shybi was fantastic with handling my taxes. I chose to get help because of some complexities with my taxes this year. Shybi listened to the context, and guided me to make sure everything was filed accurately. He's very personable, and made it all a very easy and stress-free process for a reasonable price. Thanks Shybi!

I would like to recommend CitiTax Associates in Alpharetta, Georgia if you are looking for a CPA to prepare your tax returns. The person who prepared my 2023 tax return was Bancy Philip, CPA and he did a very professional job. He was attentive and was very helpful throughout the whole process. He was able to solve a very complex problem with some stock I had sold. Give CitiTax Associates a try; They do an excellent job. Robert Enyeart

I wanted to take a moment to express my sincere gratitude and appreciation for the outstanding service CITITAX has provided. Working with Mr. Shybi Thomas has been an absolute pleasure and I couldn't be more pleased with the level of professionalism, expertise, and dedication he has demonstrated. Mr. Shybi?s attention to detail and commitment to ensuring that everything is done accurately and efficiently has been truly impressive. I appreciate the time and effort he put into ensuring that all of my financia

We have trusted CITITAX Associates for tax preparation for many years now and are glad to rely on their expertise. Our experience over the years have been very pleasant. Shybi is always a true professional who enjoys providing honest and friendly service. He certainly goes the extra mile to be a resource. It's a peace of mind knowing that we can count on the tax services offered by CITITAX Associates!

Cititax offers exceptional customer care with great timelines. I've been going to them for two years three years now and have been satisfied every-time. Their process is fast and easy to use. They also get back to you quickly and go, in detail, about your financial information and how you have progressed over the years. I highly recommend them!

I have used CITITAX for the past 6 years and it?s been one of the best decisions I have made. Shybi and his team helped to put me at ease, as I was going through a personal and financial transition in my life. I am very satisfied with their service in preparing my taxes and I would highly recommend them to anyone.

I'm very happy with the Tax consulting services provided by Shybi and Citi Tax associates. They are very professional and complete the filing on time. Great team to be associated with and looking forward to continuing their services for the coming years.

My advisor (Mr. Philip) and I had many conversations both over the phone and on zoom and they were all great experiences! He was very professional and very helpful in answering all my questions as a young adult still learning how all of this works. He helped through the process of filing my taxes and I couldn?t be happier with the job that was done. Would 100% recommend him!

I have been using CITITAX for the past 4 years. Shybi provides efficient service with great tax advise. Highly recommend.

Citi Tax is best for both Personal and Business fillings. I can count on them to make sure my fillings are done timely and Most important, accurate. As a trucking company we have to make tax fillings in all states but Cititax makes it Easy. Their CPA service is the best in Atlanta Ga.

Shybi & Bancy are great. They helped my wife and I start a business, they helped us take advantage of legal tax savings. Very responsive. Very patient when I needed things repeated or to be gone over again. Shybi has been helping with me taxes for over 10 years now very dependable.

Cititax provides efficient service with great tax advice. We have used the business for 12 years and have not been disappointed. Highly recommend.

Very professional, knowledgeable and patient ! We had to get some tax stuff done in a hurry and they went out of their way to fit us in at short notice. One of the founders is an IRS Certified Acceptance agent (CAA) . They knew what they were doing and their advance instructions to us (what documents they needed etc) before we met completely reflected that. The icing on the cake was how wonderfully friendly they were and how much at ease and relieved we felt after we met them !

I've worked with Cititax for many years and have never been disappointed. Mr. Thomas is always very helpful and is always willing to explain everything in a way that is very understandable. I highly recommend them!

Great experience with Shybi Thomas at Cititax. He was extremely knowledgeable, efficient, on point and kind. Taxes with a heart. Highly recommend.

Super great experience! Super easy to file my taxes with Thomas Shybi. He?s super knowledgeable, thorough, and friendly.

They were very prompt in responding when I initially reached out. Filed taxes for three states with them and they filed for new LLC here in GA for me. I look forward to working with them again.

We have been using CITITAX Associates for a few years now, Shybi Thomas is a pleasure to work with, initially he had helped us with getting us back on track with our taxes and also adjusting our deductions accordingly to suit for next year?s tax filing, I would highly recommend CITITAX to anyone looking for a reliable source to file for taxes

Shybi is great. He is always very careful, attentive to details and a professional of excellent quality.

Great service !! People are professional and friendly. Mr. Thomas is very caring and patient, and explained the process and took care of the entire process.

I went there for the first time for my tax and itin renewal. These people are very nice, highly professional and efficient. My experience was very good.

Not really a pleasant experience and lacking the details. Money minded.

Great service received from Cititax.

Excellent service! Very informative and helpful.

Very helpful and professional services.

Professional, courteous and affordable.

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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