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EXEQadvisor

EXEQadvisor

Reviews Summary

The reviews consistently highlight exceptional service, with a strong emphasis on professionalism, expertise, and personalized attention. Clients praise the firm's deep knowledge of tax strategies, particularly for small businesses and self-employed individuals. Many appreciate the seamless, tech-savvy approach, quick responses, and stress-free experience. The team is described as communicative, efficient, and creative in maximizing savings. Long-term relationships are valued, with clients noting the firm's genuine care and user-friendly systems. Overall, the consensus is overwhelmingly positive, with repeated recommendations for their outstanding service and results.

About This Listing

Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Technology
QuickBooks
GAAP Compliance
Multi-state Experience

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

Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Technology
QuickBooks
GAAP Compliance
Multi-state Experience

Contact Information

Address

1862 Auburn Rd Suite 118

Dacula, Georgia 30019

Visit Website Call Now Get Directions

Hours

Monday 10AM-4PM
Tuesday 10AM-4PM
Wednesday 10AM-4PM
Thursday 10AM-4PM
Friday 10AM-12PM
Saturday Closed
Sunday Closed

Customer Reviews

As a small business owner, this has been one the best business investments I?ve made. I?ve worked with countless CPAs but Rickey and Joe are really on your team and dive into your numbers as if they were their own.

No one better if you are self employed and have to file as a 1099! They?ve saved me thousands of dollars and are always looking for ways to get creative.

After five years of having my business and personal taxes done by a large CPA firm, I made the switch. I desired a more personal connection with my CPA?not in the sense of hotline where I?d bother them regularly, but rather a CPA firm that cared about me. My old firm was a bit stodgy and perhaps a little slow on the technology and work flow side of things. The completeness, and smoothness of filing taxes with RM CPA has me wondering why I didn?t have more of a stress free experience with my previous firm

I could not of had a more seamless and hassle free experience. Working with exeqadvisor has been a true pleasure, and they have exceeded my expectations. This is a true 5 star company, and I am excited for our long term business relationship.

Hiring Ricky Moore was the best decision I?ve ever made for my business. I can rest easy knowing I?m getting the best tax return possible! And Ricky?s always available to discuss ideas and options. Also love the monthly pricing model, much preferred over a traditional CPA payment structure. Couldn?t recommend more.

Ricky is great! He is so easy to work with and he is so knowledgeable, which makes taxes and bookkeeping so very easy. I can't recommend him enough!

Ricky Moore is the best-kept secret in CPAs. He?s efficient, personable (not always the easiest quality to find in a CPA!), and above all, excellent at what he does. His knowledge and expertise have been invaluable in establishing my LLC and finding strategies to plan for both our business and personal taxes. The other thing I love is that the systems his firm has in place are incredibly user-friendly - clean, super easy to use, all digital, no printing/signing/mailing?. It makes the process so easy and ha

Great group of professionals to help you understand all of the smaller details of tax preparation but also with focus on long-term strategies. You guys do a great job for me.

Great place to do business Ricky is very knowledgeable and up to date on all aspects of tax laws. Quick responses and 2024 technology.

These guys are great! Give them a shot. You won?t be disappointed

10/10 Experience! Ricky @ RM CPA goes above and beyond to ensure all of my tax needs are met! Thanks for everything you do!

Mr. Moore is an absolute professional CPA for all my Georgia tax and planning needs for my Atlanta business. Richard?s communication and strategy are the best.

So easy to deal with. Very professional and great communication.

This is my second year using RM CPA and I have had the best experience with them! I highly recommend them for anyone looking for a CPA!

Ricky and April are a pleasure to work with! Very knowledgeable and guide me in the best way possible. Highly recommend!

Excellent service and execution. Thank you for making this really easy.

Great communication, efficient and professional service. Highly recommended.

Prompt and professional, thanks Ricky!

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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