*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.*
565 Research Dr
Athens, Georgia 30605
As a busy Realtor in Athens, GA, I am thankful for the years of accounting and tax work that Jim Hasler does for our family and my business! I don?t have to worry about him being up to date on the tax laws, and we get guidance for planning for our future. Give them a call if you need help with your accounting, planning or taxes. Dean Bright Real Estate
I was referred here by a fellow small-business person but I did not have a good experience. The numbers came out OK but I felt like I was a small-potatoes afterthought to pad their bottom line. The engagement letter sent to me had someone else's name on it, and it took two reminders and two weeks for them to fix it. I had all of my data to them as soon as possible, and yet the week before April 15, I was contacting them to see what was happening. They seemed quite surprised that I wanted them to also do my
I have had the pleasure of working with Greg and Jim for many years, and their expertise is mostly unparalleled in the realm of tax professionals. Their profound knowledge, meticulous attention to detail, and unwavering integrity distinguish them from others in the field. Their commitment to excellence and client care provides an unparalleled sense of confidence and trust when it comes to managing and filing taxes. Greg and Jim consistently deliver outstanding service, ensuring every aspect of tax planning
Jim Hasler & the team at Garcia-Hasler Tax Group gave us advise that helped us change our business for the better. His insight into my business's performance prompted us to make 2 small changes that altered the course of our business...from treading water for 6+ years to what has now become a thriving business. Jim, Greg, and the team are all knowledgeable, professional, and prudent accounting/tax professionals.
Jim Hasler is the man when it comes to taxes. I own a small business in Athens and he has helped me with my business tremendously! Thank you Jim for all you do for me! I don't know Greg personally, but I have close friends that know him well and they speak very highly of him too.
Jim and his group have answered questions for me as well as helped many of my clients with tax planning. Their knowledge of tax laws is unparalleled.
James and his team are the best in the business! Go see them for all of your tax needs
We have worked with Jim for years. Always professional with a wealth of knowledge. Jim always explains things clearly so we understand our taxes.
James Hasler is a man you can trust to do your accounting. He is a family man that is respected and trustworthy.
Paid them to look after our best interests Instead we found our corporate contracts and the shareholder agreements were totally worthless Cost me my marriage,my health,my life savings, and my home Falsely promised ownership percentages for services rendered Locked us out of our office during one of his manic episodes and drug in Millida Dike to do his dirty work Received over $70000 from Buffalo's when they were claiming poverty The Roberts got $840000 cash from our property as callaterl Paid all there debt
Thorough, ethical and attention to details, everything you would ever want in a CPA! Extremely patient, valuable and friendly advice. Highly recommended!
I showed up to get my taxes done, and after waiting for TWO HOURS on an unbusy day was told to come back the next day as they were now closed.
Jim is so helpful and knowledgeable, this is the only place to go to have your taxes done!
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.