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JG Financial Services

JG Financial Services

Reviews Summary

The reviews consistently praise the accountant for exceptional expertise, reliability, and professionalism in tax preparation and financial services. Customers highlight meticulous attention to detail, clear communication, and a stress-free experience. Many appreciate the prompt, knowledgeable assistance and personalized solutions for both business and personal needs. The service is highly recommended for its trustworthiness, efficiency, and ability to resolve complex issues with ease. Satisfaction is unanimous, with repeated mentions of seamless processes and outstanding results.

About This Listing

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.*

Contact Information

Address

6003 Pine Cone Ln

Monroe, North Carolina 28110

Visit Website Call Now Get Directions

Hours

Monday 9AM-7PM
Tuesday 9AM-7PM
Wednesday 9AM-7PM
Thursday 9AM-7PM
Friday 9AM-7PM
Saturday Closed
Sunday Closed

Customer Reviews

For the last 10 years, we've been preparing?our tax returns using a popular website. Last year, we faced a problem with that website, and it could not be resolved until late into the tax season. Then, we found John Gavrilov, CPA, online. We left him a message and he called back quickly. He listened to our problem and agreed to help us. He started preparing our return promptly and was always very quick to respond when we needed help. We appreciate how easy it is to?communicate with John. Throughout the pro

I established collaboration with Padgett Charlotte while seeking help with my 2023 return regarding issues that the popular online retail outlet turned out to be ineffective for me. Mr. John Gavrilov, CPA provided me his assistance that resulted with fixing issues in the return for the last year, as well as in the former return that impacted the 2023 return. I am very happy with the Mr. Gavrilov's availability to add me to his list of clients in a short notice, his vast expertise and the ability to answer m

I had a great experience with John Gavrilov CPA as my advisor in managing LLC and as a professional tax preparer. He is very intelligent and knowledgeable, honest and offers the best solution for your business. I will definitely be using John Gavrilov in the future and would highly recommend him! Give John a call, you won?t be disappointed!!!

Great tax preparer and accountant! I couldn't be happier with their service. Their attention to detail and expert advice made a potentially daunting process easy and stress-free. They took the time to understand my unique situation and provided thorough guidance throughout. I absolutely recommend their services to anyone in need of a dedicated and knowledgeable tax professional!

Outstanding service! The tax preparer and accountant went above and beyond to make my tax process smooth and efficient. They provided expert advice, ensuring I maximized my returns and addressed all my concerns. Professional, knowledgeable, and highly recommended for their exceptional expertise!

After our accountant of 15 years retired, I was nervous to find someone else we could depend on and trust. John went above and beyond for us and I?m so happy we found him! Very satisfied with our experience.

John is the best of the best! He is extremely efficient and informative. John made paying taxes feel seamless and easy. I will definitely be coming back (:

Fantastic services in tax prep, finance and accounting, and agency is fairly priced. Owners are reliable and trustworthy in their business services!

Great experience. Meticulous, helpful. Highly recommend for any CPA services.

John is highly recommended, experienced, professional and very knowledgeable accountant , will explain all in and outs business and personal accounting needs.

Great tax preparer! Made filing taxes easy. Super helpful and knowledgeable. Highly recommend!

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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