*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.*
8000 Avalon Blvd #100
Alpharetta, Georgia 30009
I have used Forbes & Co. for years and have nothing but great things to say about the experience. Steve Forbes, Jr., and his staff are friendly and professional and run an efficient operation. They do a great job on my personal and business tax returns each year. Perhaps just as important, they are quick to respond to any questions I put to them and they have always been more than kind in their dealings with me. I could not be more satisfied!
My experience with Forbes & Co has been nothing but positive. They are a caring, responsive team that I have trusted for years to handle my taxes. Every step of the tax process (personal or business) has been handled with the utmost professionalism and I would highly recommend them to anyone.
I have been a Client of Forbes & Co for a decade. They provide outstanding service. I love the client portal that allows me to provide all my info and documents electronically. They are extremely responsive and pleasant to work with. Their rate is very reasonable. They work directly with my financial advisor so I do not have to worry about searching for and providing any of my investment data. Highly recommend them!
Very professional, accommodating, and NECESSARY! I have a tricky situation when it comes to taxes and my finances in general and was completely lost on how to handle anything. Forbes & Company came in and immediately made me feel at ease and did all of the heavy lifting and it's given me so much peace of mind! Plus the amount of money they've been able to save me by just knowing their stuff is amazing! Highly recommend!
I was referred to this company by a very CHEAP realestate investor. If he was using him to do his taxes I felt he was probably good. I have been with them for almost 10 years I think... they are really great. They are knowledgeable, personable, and never hesitate to get back to me... (even in the middle of the year) With my random tax questions. Overall, I am very happy with this company..... It feels like a small company with the personal attention, but the level of service that you get definitely exceeds
Having been a long time client (15+ years), I have always loved the professionalism of Steve Forbes and company. They epitomize excellence in every way. They go out of their way to make sure that all clients are satisfied with their service. Thanks to Steve, Steve Jr., Sarah, and everyone for what you do. To say that I am a happy customer is an understatement. Steve Ballard
I have been a customer of Forbes & Co since opening my small business in 2016. Steve and team have been a life saver when it comes to taking care of my business accounting and ensuring I stay compliant with all requirements. The staff is friendly, responsive and they alleviate many of the headaches that comes with running a small business.
My experience with Forbes & Company has been wonderful. I am able to confidently hand over all of my tax information for both personal and business and everything is completed perfectly. I also love their cool branding, making them stand out from a traditional tax accounting agency.
They are the best of the best. I?ve been with Forbes & Company for 8 years and they handle both my business and personal taxes. I am always impressed with the professionalism and expert tax advice I receive and I get a lot of comfort knowing my taxes are handled with care.
A very personable company with caring individuals that provide outstanding tax services! Great communication with clients! Genuine strong integrity in everything they do. You could not be in any better hands with your tax service needs than with Forbes & Company!
Steve & his team has far exceed my expectations in their organization, responsiveness, knowledge and support. They helped me get my small business organized and running like a well-oiled machine. I cannot recommend them enough!
Forbes & Company have been an invaluable resource for both of my companies the past 7 years. Whether it?s tax planning or discussing a possible exit, their team is always extremely responsive and strategic. Previously, we?d bounced around a few different firms and extremely grateful to have found a company we can grow with long term.
I've worked with Forbes & Co. for years now. Steve and his team are fantastic, and I have the highest confidence in my tax preparation and planning thanks to their expertise. Highly recommend!
Steve had been my accountant for 5 years or so. I think he knows what he?s doing, always extremely personable, and has a quality group of people working with him. Trust is always important when dealing with financial professionals, and I do feel very well taken care of. Will continue to work with him until forever????
This company has given me the peace of mind I?ve been looking for for months since starting my business. They are knowledgeable, always available to help, patient, kind, and have great communication. we couldn?t be happier to work with the entire team at Forbes and Company, we recommended them to anyone looking for accounting services
Steve provides tax services for me and my wife's business. He is always attentive and responsive to any needs that we have. We would highly recommend using Forbes & Co!
We've been using Steve & his team for a few years now and couldn't be happier. Steve is always quick to respond to all of my questions, no matter how silly they may be. We are so happy with Forbes & Co that we have chosen to work with them even after moving away from Georgia. A+++
I have worked with Forbes & Company for over twenty-five years, and they have been great. In all those years they have helped me with all of my personal tax issues and several businesses. I highly recommend them.
Friendly, hard working, on time people. After having an absolutely terrible 4-year experience at another firm - one that left my books so disorganized that the Forbes team literally had to start over - they are a breath of fresh air. Everything is neat and tidy now and always up-to-date. Great people to work with, couldn't be happier.
Fantastic customer service, very responsive and helpful with any questions or concerns. I've been using Forbes & Co for the last several years, and they provide service above and beyond what I've experienced with other accounting firms. I would (and have) recommend Forbes & Co to anyone.
We have worked with Steve et al for over 10 years now for our business and personal taxes and accounting services. Couldn't be more satisfied with the quality of service and responsiveness. Steve and his team are the best!
I've used Forbes & Co for the last 8 years, and have been VERY happy with their service. They are extremely knowledgeable about personal and business taxes, and are quick to respond to any questions that I've had.
We've been clients for many years and I've always been completely satisfied. Steve is readily available and always answers my questions in terms that I can understand. I would not hesitate to recommend.
I've hired Steve the past two years to help out with my company's tax returns and assist with other accounting needs. Steve and his team have been a great help and I will no doubt continue to work with them!
Great experience with this firm! Steve and the team are very knowledgeable and have always been helpful in answering any of my questions. They've done a great job at navigating some particularly complex returns of mine.
I have been with Forbes for several years now, they always help solve any problem as they come up. I have been satisfied with everything so far. Keep up the great work!
Great team, valued advisors for 7 years! Prompt, professional, and competent, a real pleasure to work. Excellent value.
Amazing Team! Helped me get my taxes in order this past year. Made the process easy and pain free.
Great Firm from top to bottom. Steve does an excellent job in leading his team and delivering for his clients.
I've been using Forbes for years and have had great service and rapid responses to my questions.
I?ve been a business & personal client for several years. These guys have always been timely, responsive, accurate & easy to work with. Wouldn?t think about changing.
Very professional, diligent and easy to work with. Their pricing is reasonable, and their service is personal.
The best in Atlanta. Great guidance for all business and individual financials and very responsive to all our questions.
Forbes has been a huge help with our taxes, highly recommend them!
Extremely pleased with all of their work both corporate and personal. I would highly recommend them.
Steve and staff have always been accurate, timely and easy to deal with.
Great service. Very knowledgeable and responsive.
Great service and tax counsel!
The staff are always willing to help!
The best service and results!
Great capabilities and service!
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.