*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.*
4 Shadowwood Dr
Newnan, Georgia 30265
I can?t recommend Nathaniel enough! He has been an absolute lifesaver when it comes to handling my business finances. His attention to detail, expertise, and ability to explain complex tax matters in a simple way have made my life so much easier. He is always responsive, professional, and gos above and beyond to ensure everything is done accurately and on time. Whether it?s tax planning, bookkeeping, or just general financial advice, Nathaniel has been an invaluable asset to my business. If you?re looking
Nathan was extremely responsive in answering questions for us as well as thorough in his explanation of things for us. He We will definitely be working with him in the future- would 10/10 recommend to all of our family and friends.
Nathaniel was professional and knowledgeable in tax forms. He responded quickly to my calls, texts, and emails. Tax forms scare me but he made me feel confident in taking his advice.
Nathaniel is very efficient, knowledgeable and informative. If you own a business and are seeking counsel on how to plan ahead for taxes and make sure you get everything files right, then Nathan is your guy!
I'm glad I found Nathaniel he is very knowledgeable and professional he knows what he is doing he makes everything accessible for me. He response to all my email on time and no matter how complex I think a particular situation is he always make it easy for me to understand when he has completed everything. I recommend Nathaniel ?? I will never need another CPA. Thank you Nathaniel.
When I contacted Nathaniel, I had a unique tax question about clergy. Nathaniel thoroughly investigated the tax code, applied my situation to it, and related the information to me in a way I could understand. I am very grateful for his help and thoroughly recommend his services!
Working with Nathaniel this tax season was an ideal tax filing experience. Easy to use client portal. Prompt responses to questions. Flexible hours. Knowledgeable advice. Thorough review of your information. Competitive pricing. We will be using his expertise again in the future.
I had done my own taxes for over 25 yrs, but after taking on a second contract job I needed some help navigating deductions, schedule C forms, etc. Nathaniel was incredibly knowledgable, professional, and made the process so easy. I will definitely be using his services again next year and highly recommend him!
Nathan made our business taxes seem easy and helped walk us through the process in a way that provided education to help forecast for 2024.
He is very informative and helped me with my questions.
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.