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Metcalf & Company LLC

Metcalf & Company LLC

Reviews Summary

The reviews consistently praise Metcalf & Company for exceptional service, professionalism, and expertise in accounting, tax preparation, and financial strategy. Clients highlight the team's responsiveness, personalized attention, and ability to simplify complex processes. Many emphasize long-term trust, significant financial benefits, and strong recommendations for both personal and business needs. The staff is described as knowledgeable, courteous, and dedicated to client success, often going above expectations. The overall sentiment reflects high satisfaction, with repeated mentions of life-changing results and peace of mind.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience

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.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience

Contact Information

Address

318 Westgate Pkwy # 2

Dothan, Alabama 36303

Visit Website Call Now Get Directions

Hours

Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

I had an excellent experience working with Metcalf & Company! They prepared and filed my tax return, and the service was impeccable from start to finish. Sarah was fantastic to work with?professional, knowledgeable, and very responsive. I truly felt taken care of throughout the entire process. I would absolutely recommend them to anyone looking for reliable and efficient tax services

Only Metcalf & Company!!! Saved me over $12,000+ on tax strategy alone on my 2024 taxes. I can't put a $ figure on peace of mind. I have had Metcalf & Co as a strategic board member since 2021 and have never looked back. So many pluses when you partner with Cam and Connor and their phenomenal team. I have three businesses that represent these recommendations. I can not recommend this company enough.

We have worked with Metcalf & Company for over 3 years. The entire staff is great to work with and have helped navigate our medical practice since we opened our doors. Our experience has been flawless. I would highly recommend their services to a new start-up or an existing business. Great people and great staff.

These are great folks. I?ve been using them for years . The business has grown and with that comes growing pains. Always be patient and it will always get done. Thanks you Conner and staff for being sure everything is in and accounted for. May God continue to bless your family and business.

I have been using this service for a few years now and I couldn?t be happier. Mr. Metcalf and his son both take the time to break down exactly what?s happening with your taxes and they maximize your return. I will continue to use them for years to come due to the personal time they take to ensure we are on the same page.

As a small business owner, Metcalf & Company LLC makes my life SO MUCH EASIER when it comes to keeping my books in order. Robin is a rockstar, and she is so patient with me when I reach out needing assistance or with questions. I know that my business accounts and taxes are in great hands!

Metcalf & Company LLC have been doing our taxes for the last 5 years and have been wonderful and easy to work with! They are professional and have exceptional customer service!! They use the latest tools to help take care of their customers in the most effective and efficient manner! Their desire to go above and beyond is second to none. I would highly recommend Metcalf & Company to handle all financial and tax needs!!

Cam and his team have changed my life. We made a great decision to help boost our business to over 7 figures. Do it!

Very professional and courteous. Throughly explained the information concerning our accounting information and updates that we may have to look at in the future.

The team at Metcalf & Co. are great to work with. Extremely knowledgeable and professional.

We had such an easy experience with Metcalf & Company! They were willing to answer ANY questions we have and still are. Their app is extremely easy to work with, they got our taxes done with just a few conversations over chat.

Cam and Connor are phenomenal!!! From bookkeeping, tax preparation (both Corporate and Personal), and strategic planning, they do it all for me and my two businesses. I think of Metcalf & Company as a board member for my businesses and a sounding board for my long-term financial plan. I highly recommend them and I would encourage anyone reading this to go talk with Cam and Conner. Proverbs 15:22 Plans fail for the lack of council, but with many advisors, they succeed.

Very thorough and takes time and effort to really help clients. Highly recommend!

This is a great company?. They do more than just your taxes!!!! I just moved to Alabama and it was my first time ever doing taxes. I was so lost ,my husband had always did them. They walked me through every step explained everything so well. They really believe in that personal touch. Thanks to everyone in the office see you next year.

Connor is very knowledgeable and helpful with our tax returns.

This was such an amazing experience! It was so easy! They walked us through the process every step of the way. Hands down the BEST company we have ever worked with! Do yourself a favor and contact them today!

Amazing talent and the detail you need for all your accounting needs.

I've know Cam Metcalf for many years. He is a top notch lawyer in and out of court. I would HIGHLY recommend Mr. Metcalf for ANY of your legal needs.

Cam, Connor and the entire Metcalf team are immensely knowledgeable and work hard to guide our firm in the right financial decisions to fuel growth and efficiency. I would highly recommend Metcalf & Company to anyone that wants more control over their companies financial well being.

Outstanding service. Helpful and answered our questions.

Very easy to work with, no-nonsense, yet, treats you like family. We're glad we found a CPA firm whose advice we could trust.

Awesome to work with. Highly recommend

Amazing staff and always so helpful!

Everyone is so very kind and helpful.

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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