*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.*
7000 Central Pkwy #1100
Atlanta, Georgia 30328
Very expensive & over a year delay in completing my taxes. I have run a very successful business for 7 years but hit a stumbling block when a partnership ended - Mark dropped me as a client while I still trying to get back on my feet.
Mark Perlberg is an incredibly knowledgeable CPA and tax strategist. His deep understanding of the tax code and planning strategies has been invaluable in identifying potential savings opportunities for me. Mark not only stays current with the ever-changing tax laws but also takes the time to thoroughly explain the complexities in a way that is easy to understand. His proactive approach to tax planning has helped me make more informed financial decisions and maximize my savings. I highly recommend Mark to a
One of the biggest hurdles to me enjoying the tax preparation is feeling stupid! I don't know what I can and can't track. I don't know the best strategies to maximize my legal right to my income. Enter Mark Perlberg! I have never had such an enlightening and entertaining 30 minutes as an introductory call! He provided so much value and insight that it will completely change my strategy for my businesses going forward. He is the true example of a coach who pays you to join his program. My first call alone wa
Mark and his team are the BEST in the industry. As a short term rental investor with several other business ventures, Mark's expertise and guidance have saved me hundreds of thousands over the last several years. The best thing about Mark is his proactive approach to tax strategy and planning. He stays in contact throughout the entire tax year, providing guidance and advice, to ensure there are no nasty surprises at tax time. I cannot recommend Mark and his team highly enough.
I have known Mark for many years. Mark is a highly capable tax specialist with a wide breadth of knowledge and expertise, as well as an all around great person. He takes a personal one on one approach with all of his clients. I would recommend anyone with a complicated income and tax structure, particularly as it relates to the ownership of income producing properties, seriously consider working with Mark and his team.
In short, Mark Perlberg has changed my life and the way I view my financial world. Mark has taught me and helped me implement tax strategies that have saved me hundreds of thousands of dollars over the last 4 years. Mark is constantly learning and teaching new strategies to reduce my taxes each year. And not only with real estate. Instead of loathing tax season each year, I look forward to seeing how much I will save on my tax bill with Marks strategies. When I met Mark, I was skeptical of what he sai
Mark and his team are responsive, technical, and even fun for a group of accountants! Creative, hard working and appreciate their professionalism.
Mark P. is fantastically knowledgeable when it comes to knowing the tax code. The best part is, he's free with the information! He understands different types of investments as well and how they impact your tax angle! Highly recommend!!
Mark has an outstanding grasp on the intricacies of tax code. He was able to identify additional benefits for my business to save money via tax credits that I never knew even existed. His expertise allowed me to build a better portfolio and arrange my business in ways that benefit all those involved.
Mark handles the tax filing for my personal taxes and 2 businesses. My understanding of the tax code is very limited, so Mark has been an invaluable resource with any questions regarding write offs or the most tax efficient methods of conducting my businesses. His knowledge of real estate is top-notch and what he charges for his services is very affordable. I have been very happy with Mark as both a tax accountant and a strategist/consultant in growing my real estate business. I highly recommend Mark, espec
Mark is one of the most knowledgable Real Estate CPAs I've ever met. He's saved my Short Term Rental Company hundreds of thousands of dollars in taxes. Would highly recommend to anyone in need of tax advice.
Mark and his team are amazing! The knowledge and understanding that they have of not only tax guidelines, but long-term planning and creating of generational wealth strategies are second to none! He is short term rental genius! We are so thankful that we were connected with Mark's firm and are only seeing the positives in the products and services he provides. He constantly goes above and beyond to meet tight deadlines, last-minute resolutions and is just a chat box away at all hours of the day and nigh
Recently, I reached out to Mark for some analysis and guidance with regard to a particular situation. Mark took his time to carefully analyze my position. His expertise, input and advice were thoughtful, educated and beneficial. He also took the time to explain his insights in practical, lay-person terms that I was able to fully understand and act on. A 5-star experience for me.
Mark has been working with me on tax strategies and getting my taxes done for the past couple of years in real estate. He knows how to optimize taxes and have given me some great tips. I would and do highly recommend him to friends and family!
Very thankful for Mark and his team. When my previous tax plan fell apart and I was in a time crunch situation they were able to take me on and went above and beyond to help me save the maximum amount possible on my taxes. Highly recommend his services.
Working with Mark has been an extremely valuable addition to my business. His knowledge, strategies and ability to explain have really helped with sharpening my financial goals both personally and professionally. Highly recommend him!
I didn't get a chance to use Mark's services because we are not a great fit (business size) however Corbette called me back, asked thorough questions, and pointed me in the right direction. I truly appreciate him taking out the time speak with me and offering advice. Very nice guy!! Thanks again Corbette!
Mark and his team are engaged, responsive and have paid for themselves 10 times over - by guiding me through understanding how to navigate the Byzantine tax code.
Mark and his team are the best! They are very knowledgeable of the tax code and strategic ways to optimize returns. In addition he and team are easily accessible and informative. Would highly recommend!
I am very lucky to be able to work with Mark and his team and fully trust their expertise. It's always great to work with someone you get along with on a personal level, and look forward to working with the team for many years to come!
The team at Mark Perlberg CPA are absolute pro's! They have innovative strategies that are presented in a manner that simplifies the tax code. They are by the book, but they know the book!
Mark is extremely personable and takes a vested interest in his clients! I will be recommending him to a couple of my friends and I highly recommend him to you too! You will truly have somebody on your team if you work with him.
I highly recommend my clients to Mark for his expertise on tax strategies and building wealth through real estate. He has a wealth of knowledge and experience.
Been with Mark for going on three years. He and his team are one of the most important components of our business, and I wouldn?t even think about going elsewhere!
Mark is AMAZING he?s helped me not only learn about good tax practices but actually put them in to play. Don?t know where I would be without him!
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.