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EJ Pelton & Associates

EJ Pelton & Associates

Reviews Summary

The majority of reviews praise the company for professional, knowledgeable, and friendly service, with many highlighting specific staff members for going above and beyond. Customers appreciate the thoroughness, responsiveness, and expertise in tax preparation, often mentioning long-term satisfaction. However, a few negative reviews cite unprofessionalism, disorganization, and poor customer service, particularly regarding communication and follow-up. Overall, the sentiment is overwhelmingly positive, with many loyal clients strongly recommending the firm.

About This Listing

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.*

Contact Information

Address

103 Jordan Dr # 4

Chattanooga, Tennessee 37421

Visit Website Call Now Get Directions

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

I've been using Eric Peyton and Associates for my tax preparation for the past 10 years, and they?ve consistently provided outstanding service. They?re always responsive, take the time to understand my unique tax situation, and work diligently to ensure the best possible outcome when filing my taxes. Highly recommended

We've used E J Pelton for 6 years and are very happy with their services. They always do a thorough job and show us places where we can maximize our return. Highly reccomend!

EJ Pelton and associates is the best company? I work each year with Jacob and he always looks out for my best interest. I would never want to take my tax preparation to any other firm

Jacob sorted out 6 years of taxes for my girlfriend and I. Jacob was flexible with his timing and got us taken care of during tax season. We will be back in the future.

Rhiannon Pelton did my taxes this year which consisted of 3 W-2 forms from 3 different states! She did such an excellent job of looking into every tax law for me to get the maximum refund possible in all 3 states. She called me often letting me know what she found or what extra documentation I would need to provide for additional refunds. I am very impressed and pleased with her persistence, patience, and professionalism in dealing with me. I would highly recommend her for all your tax needs!

Diane Walker is our tax preparer at E.J. Pelton and she is professional, courteous, very knowledgeable, goes the extra mile for her clients. Anytime we have a question (no matter what it is) she listens and answers professional without making you feel unimportant. We are so glad we found her and she is awesome!! Thanks for all you do Diane, our family appreciates you!!

We were referred to this company this year. Everyone that we talked with was so helpful and kind. We are self employed and the ins & outs of that kind of tax return is confusing at times. We had a zoom meeting with Mr. Pelton 3 days after a phone conversation. He is very informative and helpful. He took time out of his schedule to talk with us even though we hadn?t confirmed we wanted to bring our business to his firm. He didn?t have to do that at all. His caring attitude sealed the deal! We are happy with

Eric called me on a Sunday, not 10 minutes after requesting a tax pro contact me from Ramsey solutions. Eric listened to my concerns and answered all my tax related retirement questions. He is a wonderful resource to have on my side. Highly recommend Eric for tax questions.

I have had Diane prepare my taxes for 9 years now. She is very knowledgeable, and always up to date with the ever changing tax laws. Diane is a very professional. The E.J. Pelton staff is always courteous and accommodating.

I've used EJ Pelton in the past for buisness needs and tried another accountant for about 4 years and went back with a question and Dianne was able to find deductions that not been used so Dianne worked hard and really did a fantastic job while increasing my refunds from 3 previous years. It's not a fancy big firm but EJ and Dianne definitely have my business from now on. Ask for Dianne.

I have worked with EJ Pelton for the past eight years. They are the very best at what they do. If there is anything I do not understand, know or just need some guidance they are always there and available to help and resolve the issue. They are personable and very honest and accurate. Love these folks!

For many years E.J. Pelton Company has provided me with trusted advice and outstanding service. The affordability and value is the best in the Chattanooga area, and I highly recommend them to my friends and family"

This past year was the first time I needed to file taxes and I know exactly who I was going to go to the same person that my parents had used the last few years And that is Diane Walker. She is professional and knows her stuff Our family won?t use anybody else!

EJ Pelton has provided me and my family with excellent service and I would recommend to anyone to use there services ! Their secretary made feel comfortable as soon as I came in , Great customer service as well!!

My first year with this company. I learn quick that this company is quick to cash your check, but little work is actually done. You have to constantly stay on them to get tax and accounting service completed. There is no professionalism with this company. Go some where else and avoid the headache.

I have known "the secretary", as someone called her, for many years. She is extremely professional and a very talented person. She goes above and beyond her responsibilities every day and treats everyone with the utmost respect.

Diane at EJ Pelton has been doing my taxes for many years..She is extremely knowledgeable and very patient in answering questions and explaining in very understanding terms..A+++

We have worked with Diane at the Soddy Daisy office for several years. She is extremely professional & personable. We will never go anywhere else.

Jacob Mashburn is our advisor. He went above and beyond to help us with our taxes

Rude, overpriced and unprofessional. There?s a reason they cash you check before you see what a mess they?ve made. Avoid at all costs. The accountant was yelling at the staff during our meeting and was absolutely too expensive for the work done

Susie (the secretary) was a pleasure to deal with! Extremely professional and kind. Will be back and refer everyone I know!

I?m not even a client and they gave me great advice on Business deductions etc. I?ll definitely look into becoming a client. Very knowledgeable and generous with their information.

Do not use EJ Proton, they are terrible. They filed my 2018 taxes incorrectly...

Great knowledge of small business accounting practices. Very reasonably priced services. Awesome and very friendly staff!

I would leave 0 stars but I have to leave 1 to make the review. The secretary is very unprofessional, and rude.

Top quality service, friendly staff very informative on current tax laws

This is a great place always helpful and quick.

Avoid at all costs. Thoroughly disorganized and unprofessional.

Great people and service!

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.