*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.*
2215 Olan Mills Dr
Chattanooga, Tennessee 37421
Our company has used JHM since 2017, and it has made my job much easier come tax time! Everyone is always helpful and kind, but Diana Bolen is the best! Whether it's a small issue or something that needs immediate attention, she is always quick to respond. And that availability and quick response is so important throughout the year, not just at tax time! I would highly recommend JHM for all of your accounting needs.
We have partnered with JHM for most of the existence of our company. They have done a phenomenal job in advising us on all types of accounting related business matters as well as preparing our financial documents and tax returns. The personal feel they provide through relationships with their Clients is refreshing for a larger firm. We wholeheartedly recommend the JHM team!
We have loved working with the team at JHM! They have helped us so much through the years getting our small business rolling and could not ask for better people to work with. Response time has been awesome and we could not ask for a better team to work with!
Trust and Quality are two of the WTCI core values. Over several years we have experienced trust and quality through our work with JHM. Trusting your accountant to advise, examine, evaluate, and report factual information with a quality team is critical work. JHM understand the needs, responsibilities, and roles of organizations and they are outstanding in the support they deliver to WTCI. It is no surprise that the JHM team is listed in the Top 500 CPA firms by Inside Public Accounting and recognized as Tor
JHM is outstanding in every aspect, incredibly details oriented, efficient, highly responsive, thorough, and always ready to help answer questions when we need it throughout the year. Their staff are friendly, knowledgable, AND personable... rare these days! Highly recommend!
I have used JHM for years and they have ALWAYS gone above and beyond. Especially, Nika, who has never failed to be quick to reply, friendly and helpful. They make a stressful time of year easy on us. Thanks for all you do!
Dean and team have been a great resource for us and our clients. Anyone we send their way has been highly impressed and benefited immensely from their expertise, whether be manufacturing, construction or non profits. We appreciate your level of customer service that doesn't exist much more today.
During my career I've experienced the accounting services of two of the big four firms and two other large accounting firms. Highly recommend JHM.
Always so very professional, thorough and helpful!!
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.