*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.*
5741 Knob Rd
Nashville, Tennessee 37209
New to being a landlord a few years ago, I had no clue what I was doing tax-wise. Evan took me on as a client and worked hard to make sure I got back every penny possible during tax season. Despite no longer being a landlord, I have continued to use Evan as my CPA. He treats any client he is currently working with as his most important client. Whether it is accommodating to my schedule for any needed meetings or making sure to follow-up with any clarifications to help me get the most from my returns, Evan
Evan has done a great job for our company over the past 4 years. He keeps us up to date on all necessary tax filings, and is very knowledgeable concerning accounting and business in general. We would highly recommend Evan to anyone looking for a top notch, honest Accountant.
Evan is a professional CPA who excels in tax planning and preparation and overall accounting and bookkeeping services. Our firm has audited a couple of his clients' books and it was flawless due to Evan's attention to detail. Evan is also very responsive, which is difficult to find in the CPA profession! Highly recommended.
I have used Evan for many years with Tax returns for me personally and my business. He is very fast and effient. Makes things easy even when I know mine were a mess to deal with. I definitely recommend him for the job!!
My husband Mike is a member of a professional musical act and has used Evan for the past 3 years to prepare the group's individual K-1 forms. He also takes care of our entire family's income taxes to boot. Evan is easy to work with and offers great service at a fair price.
Evan was responsive and accommodating after I moved to Nashville and contacted his office last minute for tax prep. I contacted several different firms and he was more responsive and competitively priced relative to the others. We would highly recommend his company.
Evan has done an amazing job as our CPA! He is always on top of his game and very easy to work with. The level of detail and attention he has given us is amazing. Very honest and knowledgeable. We will be using his services for years to come.
Evan is a great CPA to work with. He responded promptly to my email and squeezed me in so that I could file my taxes on time. My taxes are pretty complicated, and he seemed to knock them out with ease. Very knowledgable and asked all the right questions. I definitely recommend.
Being self employed doesn't make doing taxes easy. Evan is so helpful and always answers all my questions quickly! I recommend him to everyone I know that asks about taxes. He will make sure to keep in touch with you during the process and make your life easier without worry! He goes above and beyond in expectations.
For the past several years I've come to Evan for help with a tangled tax mess involving two small businesses and complicated personal taxes. Responding in a timely and professional manner, Evan has always come to the rescue, giving me peace of mind and confidence in the knowledge that my taxes are in very capable hands. He's been proactive in contacting me each year to be sure that necessary state and federal business tax filings were completed and submitted in a timely fashion. His knowledge of tax codes,
As a small business owner, Evan has helped me in all facets of accounting for my company, from the initial financial statement review to form my company, setting up charts of accounts, fielding tax questions, and recently taking on the role of bookkeeping in Quickbooks on a weekly basis. I've been so pleased with his work and responsiveness that I have decided to have him prepare my tax returns in the future.
Evan helped me out so much this year! It was the first time I was in charge of filing taxes in almost a decade, and Evan was patient and guided me through the entire process. It's also the first time in years I actually had a refund. I highly recommend Evan for all your tax needs!
Evan has been doing our Taxes for many many years now and has always been great! Highly recommend using him if you are looking for someone who is proactive and very helpful.
Evan is very knowledgable and works hard. He definitely helps prepare you for taxes and has helped me save some money in areas that my previous CPA was overlooking. I would highly recommend him!
As a self employed yoga teacher/massage therapist with little knowledge on taxes Evan has been a huge help. He answered all my questions and explained all the rules and things I could deduct for business expenses. When I had a scary call from a scammer trying to be the IRS he quickly responded and put me at ease. I will be using Evan as my go CPA for years to come.
Evan and his assistants are nice and easy to work with! This is our second year working with him and he got us a refund both years. So glad we gave him a call!
Evan is a great CPA. Knowledgeable of tax law and recent changes, and he is always responsive by phone or email when I need him. So glad to have Evan as my accountant. Thank you!
When I moved from San Diego to Nashville three years ago, two of my biggest concerns where having to find a new doctor and dentist, and leaving behind the tax firm I had worked with for the last 30 years. I was very fortunate to find Evan and could not be happier with his work. He is also very quick to respond to the ongoing questions I always seem to come up with throughout the year. 5 Star's for sure.
Evan has been great to work with and has helped our company out tremendously. He is always professional and is pro active in working with us through all of our accounting needs.
Diligent worker and he won't stop until the work is done. Evan is efficient and quick, but even more so, has great attention to detail. I highly recommend him for your tax service needs.
Evan is a very professional CPA and he is the best in Nashville. He response you very quick and get things done easily and correctly. I definitely recommend him to everybody.
I highly recommend Evan. He has assisted in setting up my S-Corp, answered my multitude of questions in a timely manner, guided me through payroll and filing schedules, and prepared my annual tax filing. He is a vital resource to my company.
Evan was professional, competent and down to earth. Evan exceedingly met my five day deadline in three days. And guaranteed his documents would meet my third party's approval, which they did.
Evan is phenomenal, both personally and professionally. He lowers my stress each month and is a stable and balanced force in my business. I?m happy he?s on my team.
Friendly and easy to work with! Taxes are never a fun topic, but Evan and his team made it a quick, painless process. Highly recommended!
I?ve been using Evan for my dental practice the last couple of years, and I cannot day enough good things about him. I?ve had a great personal experience. 5 stars all the way.
Evan and his team are great. Very responsive and take care of the tax items most people aren't comfortable doing. Highly recommend.
Evan is very prompt and professional. I would definitely recommend Evan and his team for any personal or business related tax services!
Evan is extremely easy to work with and went out of his way to help us navigate a tricky situation. I highly recommend him.
Reliable and Trustworthy CPA. Advises clients on best practices. Provides tax advice and helps in tax and regulatory compliance.
BEWARE. I paid Evan for bookkeeping. His beekeeper quit and he never did the work. We also never got refund. Very unprofessional!
Consulted with Evan for tax prep, and he was super helpful and informative!
Very kind and professional. Easy to get ahold of and extremely helpful. Very satisfied customer and I highly recommend!
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.