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NTRC Tax & Finance | Tax Return Services in Dekalb County

NTRC Tax & Finance | Tax Return Services in Dekalb County

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, professionalism, and deep tax expertise. Customers praise the friendly, family-like atmosphere, reliability, and consistent results over many years. Most appreciate the staff's knowledge, promptness, and willingness to educate clients. A few negative experiences mention missed appointments and unreturned communications, but these are rare exceptions amid strong loyalty and long-term client relationships. Many emphasize trusting this service exclusively for decades due to consistent quality and personalized care.

About This Listing

Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Local Tax Credits

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
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Local Tax Credits

Contact Information

Address

5256 Peachtree Rd #135

Chamblee, Georgia 30341

Visit Website Call Now Get Directions

Hours

Monday 10AM-7PM
Tuesday 10AM-7PM
Wednesday 10AM-7PM
Thursday 10AM-7PM
Friday Closed
Saturday 9:30AM-4PM
Sunday Closed

Customer Reviews

Absolutely love this man. I switched over to him a couple years ago and I easily saved thousands of dollars. I'm not going to anybody else

I have had Milton as a tax preparer for years. The customer service is always amazing, the communication is on point, and I have never had hiccups or concerns regarding anything being handled within this company. Everything is always done right the first time around

I first met Milton, he was professional and very down to earth! He made me real comfortable. He was quick but he took his time to make sure he did what he could for me! He has a lot of patients that's for sure..lol! He makes himself available for all my questions, via phone call, text, or email! Nice man! Thanks Milton. C ya next year!

We have used NTRC Tax & Finance for several years. Milton and his team of professionals have always provided awesome service to us for both our personal and business returns. He makes sure that we are educated on the different changes and how they may benefit us and our business. He advises us on what we should do proactively to maximize our returns. He is very organized and always responsive even after the tax season for questions or documents. Milton recently partnered with Team Terry & Friends to give ba

Milton and his entire staff are professional and prompt. It was easy to schedule an appointment for my services. The atmosphere was very inviting and customer friendly. I have been a client for close to 8 years so I would highly recommend Milton for all of your tax and notary needs.

I've been with Milton for 18, years now and will continue. It feels good to have complete trust in someone who handles your money without worry. I don't have to second guess anything. Great atmosphere!

Ntrc was been my professional tax consultants for many years now. There convenient location and fast excellence service keeps me coming back and referring people to this business. Continue the outstanding service you provide!

I have nothing but great things to say about Milton and his staff! I've been filing my taxes with NTRC for the past 5 years and will continue to come back. He is professional, knowledgeable, and down to earth. I highly recommend this business.

Received confirmation for appointment today for 10am and no one was here. I drove 40 minutes away. Did not receive a email or phone call. Waited 20 minutes before husband and I left. Me and my husband work nights so we stayed up after working 12 hours to go to scheduled appointment with Milton.

Milton & his team are very knowledgeable trustful and professional when it comes to preparing taxes .I've been a client for 3 yrs now since my move to Georgia & his tax advice has always been by the book & truly on point for my pockets. I proudly & highly recommended NTRC. Ps. The Atmosphere is definitely a plus feels like Family

From the second I walked in, was greeted proper and customer service was warming and home felt. Mr Milton and Ms. Daily Roberts, ran the process smooth and efficient. Im happy with my results. I recommend this location to everyone. I will. Thanks you guys rock!

The knowledge that Mr. Peek has on taxes is refreshing. The customer service is awesome and very professional. I recommend his service to all my friends

I have been with Milton for 4 year?s. He?s awesome and he get?s the job done with quality service every time. I am a life time customer!

I really enjoy coming here every year! The staff is so friendly and very knowledgeable about what I need to receive every penny I?m deserved. They are professional and prompt with their work skills.

I've been on the hunt for a tax firm who was knowledgeable and displayed the utmost professionalism. I was referred to NTRC by a co worker of mine and I must say that I am a client for life. I was hesitant at first but they are a very professional and definitely know the latest tax trends/regulations changes. Very clean, organized office. I look at all of that...LOL My vote - 5 STARS. Thank you, Mr. Peek.

My tax prepare is Milton very cool and laid back person. I have been coming to him for 3 years now and I travel about 45 mins and he makes it worth the trip every year.

Hey out of all things heard today my credit score made me the most happy.... If No one has told you Milton you do matter!!!! And thank you for being you... Your help is priceless... I'm excited... Thanks Boss...your the greatest

My husband and I have been client?s of ?Milts? for 20+ yrs. He?s like fam for real. You can trust that any financial question you may have at anytime of the year he can answer. He?s definitely willing to assist in you gaining any financial knowledge that?s asked for..We?re clients for life...

Been going here for the past 4 years and have NO complaints! Mr. Milton and his team are great and I'd refer anyone to them.

Milton and NTRC Tax service out ranks them all. He and his staff are like family. Trustworthy, honest and friendly.

They never returned my phone calls or emails to have my tax return filed. I made multiple attempts to contact them and I was a repeat customer.

I have been coming here for years and I am ALWAYS satisfied with the services I receive. Jerome is very knowledgeable, friendly, and informative. I would definitely recommend this company for your tax services.

The best in the business hands down!!!!

I've been a client for years many of my family members do business with Milton love it I'm truly a client for life.

Milton is great at his job and always gets me the most he can on my refund.

I have been a customer for at least 10 years. Great custom service fast and always professional, extremely knowledgeable would look no further for a tax PRO

Milton is AWESOME. Knowledgeable, professional, personable, & trustworthy!

HIGHLY recommend, nice personality , patient with procrastinate clients ??, clean office, get the job done well pleased Blessed

Milton is the man.. Been using him for 6 years now and he knows his job..

For two years they have done my taxes I always have the best experience with great customer service.

Mr. Peek is a knowledgeable and reliable tax expert. I wouldn't trust anyone else to do my taxes.

Customer referred, great communication and productive awareness. Highly recommend.

I Highly recommend for getting taxes done & also a amazing helpful team !!!!

Thanks for your help with my questions!

Outstanding!! Offers top notch personalized service!

Awesome Service very professional

Great service pleasant atmosphere

Very helpful and nice

Good reliable service

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.