*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.*
3325 Aspen Grove Dr STE 201
Franklin, Tennessee 37067
Miles Atnip has provided excellent accounting services for our small business for many years. They have always been responsive and made our lives much easier by letting us focus on what we're good at while they handle all our accounting & payroll related tasks. They have been great and I recommend giving them a call if you're looking for a new business accounting firm.
Bill Miles, Michael Atnip have been accountants for our business and personal needs for many years. They have always been super responsive, professional and efficient. Nice to have such a great group to rely on and take away all the stress and headaches of tax season!
We've been working with Miles Atnip for many years now. "too many to count"! they've got a great team of professionals that take a real personal approach to all of our accounting needs. They do so many of the little things that allow us to focus on our business, our clients, and without fear that we're not filing the right information when it's supposed to be filed. They do it all for us and keep us understanding of things to come with PPP, Payroll, Taxes, and how the many changes in the economy today w
We?ve been with the Atnip team for 10 years now. Their advice has been indispensable in helping us successfully navigate through some rapid growth and a few twists and turns (including the recent and ongoing COVID-related challenges). Their team is always warm and professional at the same time and they've always been super responsive to help with things like info for insurance and benefit program audits and my occasional (or not so occasional) payroll faux paus. We came to them through a recommendation from
My small business has used Miles Atnip as our finance department for many years. We have been pleased with their work and their service. Highly recommended!
The crew at Miles Atnip are invaluable to our team! They helped us transition from an old solution and modernized our bookkeeping practices. Their on going support keeps us moving in the right direction!
We have been using this firm for years. Our business is about a $40mm/ year. They have always done an outstanding job. This past year we asked if they could expedite their audit and they came through with no questions asked. Highly recommend.
Personalized service with attention to helping you navigate whats best for your business. They treat you as if they have no other clients and give you 100% attention on what is best for you. Great people and have never been happier with our acocuntants. Been with them since 2000.
Great CPA firm that handles all of my personal and business needs. Michael and his team are on top of any questions I have. Highly recommend!
This crew is awesome. Very helpful, professional, and intelligent. Always willing to answer questions and be available. Highly recommended
Couldn?t ask for a better accounting firm. Very knowledgeable and professional.
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.