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Natic Taylor & Company, LLC

Natic Taylor & Company, LLC

Reviews Summary

Natic Taylor & Company receives consistently glowing reviews for their exceptional accounting and financial services. Clients praise their professionalism, personalized approach, and deep expertise in both personal and business finances. Many highlight long-term relationships spanning 5-20 years, noting their responsiveness, tax-saving strategies, and family-like atmosphere. Reviewers frequently mention the team's ability to simplify complex financial matters, provide valuable guidance, and offer prompt, friendly service. Multiple clients enthusiastically recommend them for taxes, investments, and financial planning, emphasizing their trustworthiness and ability to deliver outstanding results year after year.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Technology
QuickBooks

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
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Technology
QuickBooks

Contact Information

Address

1200 Old Alpharetta Rd

Alpharetta, Georgia 30005

Visit Website Call Now Get Directions

Hours

Monday 9AM-4PM
Tuesday 9AM-4PM
Wednesday 9AM-4PM
Thursday 9AM-4PM
Friday Closed
Saturday Closed
Sunday Closed

Customer Reviews

I've been using Natic Taylor & Company for several years, and I always receive professional and prompt service. They provide excellent guidance and advice. I have been so pleased with their services that I recommended my family begin using them to as financial planners and tax experts.

US Power Services, LLC has been using Philip at Natic Taylor & Company for almost 4 years. I couldn't be happier with him and his services. He provides professional service and is very helpful with answering my QuickBooks questions. He found special credits that were offered a couple of years ago and saved us thousands of dollars on our tax return. I would highly recommend this Natic Taylor & Company!

We have worked with Natic Taylor and Company for several years now. They have great customer service, they are friendly, they do great work and are reasonably priced. They file our corporate and personal taxes. They always seem to be on top of things and promptly answer questions. I highly recommend them and will continue to use them.

The professional folks at Natic Taylor have helped us with our Taxes and Finances for over 15 years. Their courtesy, professionalism and family atmosphere have made us feel - well, like family. Their step-by-step professional financial advice has helped both my wife and I toward a successful retirement. We are eternally grateful for the professionals at Natic Taylor & Company for taking us by-the-hand, (so to speak) and easing our concerns about our finances and retirement. We cannot thank them enough for a

I have been working with Natic Taylor & Company, LLC for many years now and they have been a steady hand helping my family navigate our Financial Portfolio from investments to taxes. I highly recommend them and rate there service and knowledge about the financial industry as A++. Anytime I speak with friends about finances the first name I bring is Natic Taylor & Company, LLC!!!! Awesome Company!!! Glad to be a part of this company, never taking my services anywhere else!!!!

I have used Natic Taylor for more than 10 years for individual and business returns. They are the real-deal and have more insight to future planning and considerations than any firm their size. They have equal knowledge and capabilities to their huge competitors...but they offer a personalized service and insight that shows me that they know my business, my family, and what we need to do. You want find anyone better in my humble opinion!

Natic Taylor has been doing and assisting me with my business and personal taxes for 8 years. They are super helpful, flexible, knowledgeable and personable. I highly recommend the team and their core values.

Yes, 5 stars. Why? Easy answer, they are available to answer questions, they understand how you live, what you do and the type of family and business you have. They get to know you and with that understanding comes some great advice and wonderful work on your behalf when it comes to accounting and taxes. I am grateful for their assistance for many years. We came to them when we had some serious tax issues to overcome and understand. They helped us smooth things along for the next 5 years, even just offering

A trusted friend referred Natic Taylor & Company to me almost 15 years ago. At the time, my tax situation was simple, but the improvement over the "big-box" tax services I was previously using was worlds beyond what I could have expected. Not only did I receive a bigger return, but the care taken to know and understand me, my current situation and future plans made going anywhere else out of the question. Since then, life as it relates to finances has become more interesting with a family, property, 3 bu

Natic Taylor has been doing both our personal and business taxes for 20 years. They provide quick answers to my many questions at tax time as well as throughout the year. I highly recommend them to anyone and everyone.

Great people with great customer service. This company has an incredible knowledge of the constant changing tax scene and works with you to satisfy your accounting needs. Their financial advisor is great as well. Give Edwin, Philip, and Jeremy a call the next time you have a question.

Nothing but great things to says about these guys. Edwin & Phillip run a professional practice but it has a "family feel" to it. Been utilizing their services for almost 20 years! I never hesitate to refer a friend to them???.. Keep up the Great work guys. We all appreciate what you do:) Les Lambert Covenant Healthcare Information Management

We have worked with Natic Taylor & Co for a few years now, and have been extremely pleased with the level of professionalism and expertise they offer. They are always prompt to respond to any inquiries and concerns, which is extremely helpful when working within strict timelines.

This company was referred to us three years ago. Since then we have used them for our taxes and investments. They are very professional. They not only do taxes, but also are a guidance for our future. I have a daughter, senior in high school who is very interested in investments and one of them sat down with her for about an hour to talk about it, it was a great experience for her. Anytime I need them, they will do everything they can to open a space for me.

Unbelievable outstanding CPA'S - I switched to them 6 years back when my Payroll Company advised me that Natic Taylor & Company were the best in the area. They are easily a 5 star !

Philip is so helpful! He meets with me as often as I need to help explain my tax situation to me and responds very quickly to my frequent questions. I HIGHLY recommend him as he a wonderful CPA.

I've been using Natic Taylor for about 4 years to file business and personal returns. Exceptional service, great response, friendly personnel. Highly recommend.

Excellent service for years. Philip and Edwin take great care of me with both personal & business tax service and advise.

Warm and Welcoming, good at what they do. Especially if you are just getting started or need someone who is responsive go with Edwin and Phillip.

Best accountants in town. Incredible service with a personal touch for your personal or business needs. Couldn't recommend them any more!!!

Philip is awesome. Definitely recommend him. Very knowledgeable and fast service.

Great for a young person just starting out on navigating their finances. They are very nice and always willing to help!

Great people and very helpful. I recommend them to everybody!

Responsive and knowledgeable business advisors.

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.