*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.*
1220 Carnton Ln
Franklin, Tennessee 37064
I cannot recommend Lance Shelby CPA highly enough! Lance exemplifies the pinnacle of honesty and integrity in every facet of his work, delivering an exceptional level of professionalism that truly sets him apart. His turnaround time is nothing short of remarkable?swift, precise, and always exceeding expectations?ensuring that every detail is handled with the utmost care and efficiency. Working with Lance is an absolute pleasure; his expertise and dedication shine through in every interaction, making him a t
I?ve known Lance for over 10 years, and he has been handling my taxes for the past eight. His professionalism, attention to detail, and deep knowledge of tax law have made the process seamless and stress-free every year. Lance takes the time to answer questions thoroughly and ensures everything is done correctly and efficiently. His expertise extends beyond just filing returns?he offers sound advice that has helped me make informed financial decisions. If you?re looking for a reliable, trustworthy CPA who g
Lance was a tremendous resource and consummate professional from start to finish. His deep expertise and knowledge made the experience easy and seamless. I would highly recommend him to anyone in need and tax related services. I look forward to working with him and his team for years to come!
Lance and Jordan are amazing! They are very detailed, knowledgeable, and professional. They helped us find things we didn't know were write offs. Also, they found our previous accountant made several mistakes on last years taxes, allowing us to get a larger refund. We will definitely be using them again!
Lance Shelby, CPA, is an outstanding accountant who truly goes above and beyond for his clients. His expertise, attention to detail, and personalized approach make tax season stress-free. He takes the time to explain complex financial matters in a way that?s easy to understand, ensuring you feel confident in your financial decisions. Whether it?s tax preparation, bookkeeping, or strategic financial planning, Lance is always professional, reliable, and efficient. I highly recommend his services to anyone loo
I began working with Lance and his team this year for my small business and personal finances. His team provided exceptional and rapid service not only on the bookkeeping for my business and tax preparation but additionally in educating me how to operate more effectively as a business owner. I highly recommend working with their team. They will take great care of you!
After our accountant of 30 years retired, we were faced with finding someone new. The thought of starting over was a bit daunting, but Lance and Jordan were recommended by a neighbor. We called and set up an appointment. They came to our house, which we greatly appreciated. They were personable and professional. We turned our data over to them; they returned promptly with the completed forms and news of a refund. They filed electronically for us. It was quite painless. We are delighted to have found our ?n
I?ve worked with a few different CPAs over the years, and Lance and his team have been by far the best. They got my taxes in order quickly and efficiently, and the communication throughout the process was excellent. Lance really knows his stuff and takes the time to explain things in a way that makes sense. If you need a CPA who?s skilled, responsive, and easy to work with, I highly recommend him.
A friend recommended Lance to us since he had done their taxes for years, and he did not disappoint! He was kind, knowledgeable, patient and efficient. Grateful to have finally found someone we can trust!
First and foremost, Lance is extremely professional, and his knowledge extensive. Impressively, his ability to communicate that knowledge in layman?s terms made our experience problem free. I would absolutely recommend him to anyone looking for a CPA.
Mr Shelby and his staff have been a pleasure to work with since Day 1. My company had used two CPA?s prior to finding Lance, and I can confidently say he is who we will be staying with for the long haul. Communication is huge for us, and Mr Shelby shines here. Projects always meet the deadline, work is done perfectly, and it?s also very convenient having our taxes, payroll & bookkeeping all in a ?one-stop shop?
Lance was very helpful with our tax return. He was very professional and we are not very technical people and he helped us through everything. This is the first time we use them but it won?t be the last.
Finding someone to handle my return seemed daunting but Lance made the process very simple. He was very knowledgeable and responsive. I look forward to working with Lance for all of my future accounting or tax needs.
Great guy. He is someone you can count on. Trustworthy. Dependable. I have been working with him for few years and have not been disappointed once. I don?t generate lot of business/revenue for him but he treats me with priority. Highly recommended.
Lance is extremely professional and very detail oriented. Any questions I may have for him he is quick to respond and explains the answers thoroughly. Highly recommend reaching out to him for your financial needs!
Lance is a professional individual with years of experience in his field. His passion has proved to help clients become more successful in their business.
Lance has been my tax professional for many years. He has a lot of valuable experience and does exceptional work.
Lance and staff are incredibly relational and professional. Fully prepared and equipped to answer all questions and concerns while still being friendly and approachable. No question an asset to all clients big or small.
Highly professional and knowledgeable! Lance is responsive, detail-oriented, and genuinely cares about his clients.
Lance is an exceptional professional who combines attention to detail with personalized, big-picture financial strategies you can trust.
Lance and his team are top notch, the professionalism and knowledge these guys provided puts him above everyone else in the industry! I would highly recommend him to anyone!
Lance has been my go-to for all businesses for years. His service and consultation is top notch.
Lance is personable, professional, and very skilled at his craft. Highly recommend!
5 stars on a professional and personal level! 10/10 would recommend Lance for any of your accounting needs!
Lance Shelby provides excellent service on tax or audit every time.
Lance was very helpful and attentive. Definitely recommend his services.
Lance and his are an incredible asset - knowledgeable, trustworthy and great service!
Best ever, hands down.
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.