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Numerica Accounting CPA

Numerica Accounting CPA

Reviews Summary

Customers consistently praise the accountant for professionalism, responsiveness, and expert tax guidance. Many highlight her ability to simplify complex tax laws, offer tailored advice, and maximize savings. Reviews frequently commend thoroughness, efficiency, and seamless communication, with several noting long-term trust and repeat engagements. The secure handling of documents and bilingual support are also appreciated. Overall, clients strongly recommend her services for both personal and business needs.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation

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
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation

Contact Information

Address

6470 E Johns Crossing Suite 160

Duluth, Georgia 30097

Visit Website Call Now Get Directions

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

It's been a great experience to work with Numerica and have the confidence that our bookkeeping and financials are in great hands. Carla is very knowledgeable and her advise has been invaluable. It's also great that they can handle our business & personal taxes. I highly recommend Carla and Juan David's team!

I've been using Numerica Accounting for several years. I would highly recommend them to anyone in need of accounting services. After calling around to different accounting firms I decided on Numerica for several reasons. I was looking for a personal accountant with business acumen. I found Carla to be very professional, prompt, personable, and focused on all of my questions and concerns. After receiving my taxes back I was surprised at how thorough the job was completed. If you are in need of an accou

I was searching google for an accountant to do our taxes and I found this company. I was hesitant at first to do business with someone I have never met and personally referred by friends but I went ahead and booked a consult anyway. it took a few days before someone reached out and was apologetic that she was not able to do it sooner. Anyway, we spoke on the phone and I can feel her sincerity and earned some of my trust right then. Carla responded quickly and efficiently, the communication was seamless via

Since working with Carla of Numerica Accounting, I feel more educated about my finances, taxes and my business structure. She knows how to explain highly complex tax laws and make them make sense. I have recommended her to everyone I know!

Carla, assisted me with our ERTC filings for my restaurant. She was diligent, organized and responsive. She followed up and made sure everything came through as it needed to. I would highly recommend and will use her again in the future!

I really appreciated the professionalism, responsiveness, and expert guidance Numerica provided while completing my taxes. I will definitely turn to Numerica again next year and highly recommend others to reach out to them.

Carla is a pleasure to work with! She is very quick to respond, has a great understanding of different tax situations, and has helped with recommendations for tax savings.

Thank you Carla for helping me with my taxes! I appreciate the link where I could send all my information securely and for working with me over email, since I'm back in Indiana.

Very knowledgeable, very responsive, thorough and complete understanding of small business related tax code. Detail oriented and timely customer service.

Great service, professional and very responsive and reviews financial records thoroughly. Thanks Carla!

Great customer service, provides advice and guidance to clearly understand every term about taxes. Thanks!

(Translated by Google) The best thing here is patience, kindness and they are always there to help you save as much as possible. They will give you all the advice to continue improving your taxases "And rest assured that Acer will always carry out the procedures as if they were their own" Thank you Numeric Accounting (Original) Lo mejor de aqu? es la paciencia , la amabilidad y siempre est?n para ayudar a ahorrar lo m?ximo. Te dar?n todos los consejos para seguir mejorando en tus taxasas " y ten la segurid

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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