*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.*
2171 Judicial Dr Suite 116
Germantown, Tennessee 38138
Jason did a fantastic job preparing and submitting our 2024 tax return! Communication with him was great and it was super easy to send him pertinent documents via his online portal. Highly recommend him!!!
Jason was a great help with filing my personal tax return and amending previous returns - very responsive and helpful from the point I first contacted him through the end of our process.
Highly recommend! I had an issue with my previous year tax returns and Jason was able to review and clearly explain the issue in detail. He moved quickly to help me resolve and file amended returns within 2 weeks of our initial meeting. I will use him moving forward!
Jason has been great in helping me with small business paperwork and taxes. So it only made sense to hand over our personal taxes to him as well. No regrets. He is professional and nonjudgmental. I highly recommend him!
Jason Harvill completed both my business and my personal taxes this year. He was thorough and explained every part of the process, answering any questions I had. It was such an enjoyable and stress-free experience. I?ve never received this level of detail, efficiency, and clarity from any other accountant. 10/10 would recommend!
Jason is meticulous and made sure that we were in compliance with the IRS. We had 8 LLCs and our prior tax preparer was terrible and had our taxes completely messed up. Jason was somehow able to make sense of what was done and how to correct it. He literally made our nightmares go away. He is awesome and we strongly recommend his services! Thank you Jason!
Jason was a pleasure to work with! The communication was excellent and he always kept us in the loop along the way. Jason went above and beyond to help us amend our taxes. He made sure that we received the best return possible. I highly recommend you give him a try, and I look forward to working with him in the future.
We would like to take this opportunity to express our gratitude for the outstanding customer service and professionalism provided by Jason who has completed tax returns for?us for years. He is a proficient listener, and can always answer any questions related to tax matters. He has a patient and kind?demeanor, and continually provides thoughtful support and communication. We highly recommend Jason and hope this review helps others out there that are looking for an excellent trustworthy accountant. Jason Har
Jason was very responsive to my needs and took care of everything quickly. When you have one less thing to deal with on tax issues it is a great feeling. Jason continues to advise me in different areas and is an all around good consultant to have on your speed dial.
Jason has been working as our family?s accountant for 3 years. He has done outstanding work and is a joy to work with. Our first year he was able and willing to resolve a complex tax issue that five other accountants would not even touch. He has my greatest recommendation.
Jason has done our taxes for several years now and always does them quickly. He is extremely easy to work with and very knowledgeable. He goes above and beyond to make sure we are taken care of and has always been accurate.
I highly recommend Jason to anyone needing assistance with their personal taxes. Jason is professional and quick to get the job done. I'll definitely be returning in the coming years for Jason's help during tax season.
Jason did an awesome job with an amended return we had to submit to the IRS. He was helpful, knowledgeable, and fast. We loved working with him and would highly recommend doing business with him!
I have every faith in Jason?s honesty and ability to handle anything I (or the IRS) throw at him. Several years ago I had some issues with the IRS that completely stymied me. Jason took care of the problem in a time efficient manner and in a way that cost me a lot less than the IRS had originally asked for. That was a big relief. This guy is awesome!!!!!
Jason provided prompt and professional service for my tax needs. He was swift in responding to questions and was very easy to communicate with my needs. He completed the needed amendment and mailed me a package ready to be sent. I highly recommend his services!
As a new business owner I was very nervous about taking care of my taxes properly. Jason walked me through every part of the process and answered all my questions. Jason was very responsive through email and text.
Jason has been our CPA for over 4 years. I?d never trust my finances to anyone else. Super personable, makes you feel like you?re his only client and remembers details about what?s going on in your life to ask about them in a genuinely caring way. Definitely the best and I refuse to go anywhere else. He?s stuck with us!
Jason has handled my business account for 5 years and without a doubt does an excellent job. I would highly recommend Jason for all your tax work, either personal or business.
Jason does a great job. He truly cares about each client, you are not a number with Him! Thanks for all your help in getting our taxes done for the past three years Jason!!
Highly recommend! Jason Harvill, CPA isvery knowledgeable in many areas. Specifically, he assisted us as new small business owners making sure we had everything we needed. Very patient, extremely thorough- not missing one detail. He did an outstanding job. We will continue to use his services year after year.
Jason is great to work with. He is very proficient and knowledgeable. He has been doing my personal and business taxes for numerous years.
Jason Harvill does a great job with my clients that I refer to him. Recently, I had a small business client that was looking for guidance on a CPA for their new business and Jason has been a great resource for them professionally and personally. Thank you!
Jason did a great job with our business this year! He also did mine and my husbands taxes. We?ve had trouble finding accountants that we can trust and it is save to say that we have found our guy!
Jason does an excellent job with our taxes each year! Last year we moved from NC to SC, hired a nanny and bought a house. No matter what state, I'm confident that if he doesn't already know exactly what to do, he will figure it out!
As a financial advisor, I regularly reach out to him for tax advice to help my clients. I also never hesitate to refer a client, friend, or family member his way when they need a CPA. He's responsive, resourceful, and stays on top of the constantly changing tax world. Highly recommend!
Jason is great to work with! I'm a creative type and a challenge for Jason, but he guides me without judging and "dumbs it down" for me! I highly recommend him.
Jason is prompt, thorough and efficient, as well as courteous. What more could you ask for? I would highly recommend using his tax prep services!
My husband finally gave up on doing our taxes himself. We used Jason last year (2021) and are looking forward to having him prepare our taxes again.
Jason provides knowledgable and friendly service. He is also very responsive to my needs. His fees are very resonable. Do business with Jason.
Jason provides an honest and professional service that I highly recommend. Have been a customer for several years now and I highly recommend him for your tax services.
Jason is always timely and gives sound professional advice. He is friendly to work with and always responsive. Would recommend for anyone.
Jason has always been professional and and very easy to work with. He has always spent time and done a great job!
Jason is my go to guy for my taxes and tax advice. Very reasonable rates but the job he does is priceless.
Jason is super nice, personable and caring. That's so much for helping Big Creek Animal Hospital with are business and taxes.
Jason is extremely knowledgeable and professional. We will definitely be using his services again.
Jason is very knowledgeable and thorough with his work, as well as being a kind and considerate person. Highly recommend!
Jason is very diligent and very helpful and available ( a big plus), and keeps updated on all tax changes
Integrity, prompt, accurate, and did I say integrity? Words that come to mind when I think of Jason Harvill's service.
Could not asked for a more professional and personal CPA. Jason continuously goes above and beyond the provide timely information. Thank you for all you do!!!
Jason does an amazing job! I wouldn?t use anyone else!!
Mr. Harvill is very knowledgeable and takes great care of his clients!
Very professional and did a great job!
Knowledgeable and the kindest person you could ever meet! Highly recommend!
This was so much easier than doing my own taxes!
Does a great job and very helpful.
Very helpful and courteous!
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.