*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.*
3550 George Busbee Pkwy NW Suite 150
Kennesaw, Georgia 30144
The greatest challenge with our business cycle maybe constantly maintaining the highest level of execution while riding a rollercoaster of up and downs. We find comfort knowing we have business relationships with professionals that really understand our business and provide us with insightful and reliable service and direction. We value Coker James as one of those expert business relationships that we can count on while navigating through both prosperous and challenging times. As long-time clients of ove
As an advisor to privately-held businesses for many years, I talk and work with many CPAs on a daily basis. The professionals at Coker James are some of the sharpest, most professional and most responsive CPAs with which I have worked in my career. In fact, after many years of watching the Coker James team work with some of my clients, I decided to switch my own accounting services to the Coker James firm! Needless to say, I am very pleased with my accounting team at Coker James -- intelligent, responsiv
Coker James has been our trusted CPA for more than 20 years. As the owner of several different businesses, it has been crucial that my CPA was willing and able to provide professional guidance in a variety of industries. Donna Briggs has felt like my partner in every venture I?ve undertaken, and she along with the entire staff at Coker James have my complete confidence.
Coker James professionals are known to us for over 35 years and they have been our accountants from the first day this firm was launched over 18 years ago. Construction is an atypical industry and CCS is a highly specialized contractor. As you might expect, we require our accountants to deal with a diverse array of issues that arise in the normal course of operations. They understand our industry and our business and are an integral member of our team so if you are looking for a well-established CPA firm
Coker James have been our accountants for more than 30 years. We had 2 companies, a family partnership and the various complexities that go with those entities. We have had a great relationship the entire time and their advise has been timely and correct. Coker James has skill, knowledge and integrity. Our relationship has been meaningful and enjoyable.
Coker James has been a valuable resource to our company for many years and many more to come. Coker James is a well of knowledge and their exceptional professionalism and trustworthy are just what we depend on for our accounting, tax, and consulting needs.
I have been a client of Coker James for over 10 years. During this time Tara at Coker James has worked with me on tax planning for multiple corporations, family trusts and setting up a charitable foundation. Upon selling a piece of real estate held for over 20 years, Tara guided me thru a structured sale that maximized my family?s returns. I have referred Coker James to some of my friends and they have also had good results.
I owned a multi unit restaurant chain and over the years another CPA firm handled our accounting/tax needs. This firm was acquired by Coker James and your immediate thought process was a new company, pricing, and new relationships to work with. I can tell you from day one that any doubts were quickly dispelled. The relationships with the staff put me and my company at ease. Their ability to deal with any question in a responsible and timely manner was very well received. Overall, I found Coker James to be a
Coker James has been a life saver! They have done the accounting work for my business and Foundation for many years. Recently, I found myself in charge of sorting out 4 years of financial details for family members - trusts, business, & personal. To say the least, I was lost. Coker James came to the rescue! Because I knew I could trust their work from the years we have collaborated, I was able to turn over the confusion to them with confidence that they would sort it all out for me. I am beyond gratef
Our company loves Coker James & Company PC! They always take such good care of us. They will make time to listen and discuss your needs with you to make sure they are providing the best quality service. Highly recommended!
I trust the Coker James team with both corporate and personal tax-related matters. Donna Briggs, Joe James and Tara Jones are a talented group of CPAs with exceptional support staff. They are professional and very responsive. I would highly recommend them for your business and personal tax needs!
I cannot say enough good things about Donna Briggs and the team at Coker James. Donna and her team quickly and promptly come to my rescue answering my questions in simple terms. They are honest, available, reliable and treat me like family. You can?t go wrong with this team! Professionalism at it's BEST!
I have worked with Coker James for years and have been nothing short of 100% satisfied in all aspects. They are extremely professional and their knowledge is second to none. Highly, highly recommend.
Great company to work with. We have utilized Coker James for more than 30 years and I would highly recommend them to anyone needing accounting and tax preparation services.
Tara (and Will) are great business partners who listen well, understand complex tax issues, respond promptly and contribute strategically and constructively. They know what they are doing and it shows. I only wish we had found them much sooner!
Well known Atlanta area CPA?s and Business Advisors. 3 area locations.
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.