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R. Lee Pennington, CPA, LLC

R. Lee Pennington, CPA, LLC

Reviews Summary

The reviews show a mixed but mostly positive consensus. Many praise the firm's professionalism, knowledge, and helpfulness, with multiple 5-star ratings highlighting excellent service, responsiveness, and trustworthiness. Several clients appreciate the team's calm demeanor and expertise, especially in complex tax situations. However, a few negative reviews cite poor communication, unmet promises, and unprofessional behavior, including unresolved issues and lack of follow-through. While most recommend the firm highly, some express significant dissatisfaction with service quality and reliability. The high fee is noted but often justified by the quality of service.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Healthcare
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
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Healthcare
QuickBooks

Contact Information

Address

1100 Peachtree St NE Suite 200

Atlanta, Georgia 30309

Visit Website Call Now Get Directions

Hours

Monday 8AM-4PM
Tuesday 8AM-4PM
Wednesday 8AM-4PM
Thursday 8AM-4PM
Friday 8AM-4PM
Saturday Closed
Sunday Closed

Customer Reviews

If I could give 0 stars I would. Lee came highly recommended from a friend, but has failed us tremendously. Lee filed a state and federal tax return without our signatures, how is that even legal?! When we called him on it, he said that he would get it fixed and didn?t know how it happened. The federal return ended up costing us over $600 that we weren?t supposed to owe. Lee told us that he would refund his fee for the troubles but of course never did. He stopped answering any calls, texts or emails asking

Cary and I have been working with Lee since 1988 when our previous advisor, Gene Roper, referred him to us. Over the years, Lee has supplied us with excellent tax service every year since that time. He has also been a great source for any tax issues that have arisen during the years, as well as any financial decisions that might have possible tax implications each year. Most importantly, we consider Lee a personal friend. Sincerely, Bill Happe

When I first purchased my 1st home My lender referred me to Lee. Since then he has been a part of my home. He blessed me with his consultant Erin who is amazing and so kind professional is not the word but she has serviced my taxes for 3 years now. She has never forgotten me. This team is more then awesome and my daughter and I appreciate them for all they do!

My wife and I have been working with Lee seeking resolution to a somewhat complicated and unusual situation with the IRS for sometime. He has become our trusted advocate and has demonstrated patience, and focused calm reserve, which helps us immeasurably as we face the challenge of sorting things out with the IRS.

Mr. Pennington and his team are simply amazing! Very professional and helped me with a couple of years that I needed straightened out! He really does his utmost to make your tax burden the least possible! Friends don't let friends pay too much in taxes.. Thank you Lee!!!

We have been using Lee Pennington CPA for the last few years and each time has been very pleasant. They are willing to answer any questions I have and walk me through anything I need help with. Would highly recommend.

Lee and his staff are exceptional. I would highly recommend that anyone looking for a professional and knowledgeable CPA call Lee. You won't be disappointed, I promise.

This accounting firm appeared to have it all together, that is, until you need to progress in handling the accounting that you hired them to do. The staff is always covering for Lee's absences/whereabouts and one of the staff members has not received much customer service training and it shows. Based on my experience and that of a professional friend, I will not be using this group for my accounting services.

Lee never disappoints. I recommend that anyone in need of high quality knowledge on CPA then this is the best place to receive the knowledge. Very organized and friendly.

The fee is a little on the high side but it is worth it and I have found them to be straight forward, knowledgeable, honest and trustworthy as I have been getting my taxes done here for the last 2/3 years - to me Integrity counts above everything else!

Lee has been an asset to our company and has helped me with our personal taxes as well! Very helpful and always there when I need him!

Lee is full of promises and plans but very short on delivery of services. Lots of excuses no follow through If you don't have time to take on new clients, just say so

Received excellent business and personal accounting services at Lee Pennington. Knowledgeable and courteous people to work with. - Jay

Lee is great to work with, always calm and responsive. I couldn't ask for a better CPA.

Honest, hard working and dependable. Everything you want in an accounting partner can be found here.

These guys count WELL =)

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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