*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.*
11175 Cicero Dr STE 100
Alpharetta, Georgia 30022
Everyone at S.J.Gorowitz was very professional and kind. I would highly recommend using Greg Siberman and his staff.
I have used the outstanding services of Gorowitz since 2006. They are thorough, can handle complicated tax planning, and are quick to respond on any need. The firm is great with small business, high income closely held, personal taxes, and working with your attorney on estate planning and trusts. I particularly have appreciated their understanding of changing needs as you reach different phases of life--one size doesn't fit all and they are active in suggesting improvements. Highly recommend.
I highly recommend S.J. Gorowitz Accounting & Tax Services to anyone seeking top-notch accounting services. Their commitment to excellence and client satisfaction is evident in every interaction. The Gorowitz team is professional, thorough, organized, and always available to address our questions and concerns.
I was introduced to SJ Gorowitz 5 years ago by a friend. In the last 5 years they have guided me through all my tax needs, personal and business. They have been easy to get a hold of and quick to respond to questions with answers and solutions. If you are looking for an accounting firm, I highly recommend you call SJ Gorowitz.
S.J. Gorowitz has been handling all our tax filings for the past two years and has done a good job. Greg?s attention to detail and responsiveness are praiseworthy and have helped build confidence and trust!
My wife and I decided to invest in a franchise and needed a CPA that understood what we wanted to accomplish and could guid us through the financial processes. SJ Gorowitz was suggested to me by a trusted advisor and I could not be happier with the relationship. Greg is always happy to answer a question or discuss an idea and has helped us navigate the complexities required to setup multiple business entities for success. I highly recommend the services provided by the team at SJ Gorowitz.
My name is Judy Balter Hines and I want to share with you what a wonderful company this is. Initially they has investment and tax saving idea that were outstanding and all completely legal. Things that other tax professionals did not take the time to share with my husband and I. Their service has been wonderful and friendly. My husband passed away in September and the firm has been even more gracious and kind since then..... they are all wonderful. Words can not fully explain what a wonderful firm this
My firm has used S.J. Gorowitz Accounting and Tax Services for years now, and we have also recommended the firm to many of our clients and contacts. Stacey Gorowitz and her staff have consistently provided high-touch, high-quality, proactive services and advice, as well as being super easy to work with.
We have been using Stacey Gorowitz for our personal and business taxes for nearly 15 years. Her level of expertise and high quality of service are absolutely phenomenal. Over the years, whether we were employed, self-employed and even unemployed, Stacey's guidance has continually been so valuable to us. She is ALWAYS personally available when we need her. After all this time, we literally have zero complaints or criticism, only the highest praise for Stacey and her entire team.
Do NOT use this company. I got audited after they filed my business tax return and am still dealing with the massive headache of it all and had to pay another firm to try to clean the disaster up. Ms. Gorowitz was very rude and stated they had made no mistakes and that they would not fix the errors free of charge. Also, whenever someone leaves a review on any of the review websites regarding a negative experience they had with them, they always reply back to the review stating they have no record of the
There is a big difference between tax return preparation services and proactive tax planning, which can amount to substantial numbers in tax savings every year. Consider S.J. Gorowitz as an excellent choice if you are looking for both. Plus, the team clearly wants to see their clients succeed and thrive.
They are so unorganized and do not respond to calls or emails in a timely manner. Took them 4 days to get back with us, and when it comes to someone?s taxes, four days is unacceptable. They also lost my wife?s W2 (How do you do that?), so we had to contact her employer and have them send another one out to her which of course will delay us getting our refund back.
A very positive experience. We received honest and professional tax advice delivered in a kind and helpful manner. Thank you, so appreciate the efficiency and ease of the process. Loving our refund!! See you next year.
Great responsiveness and accounting depth from Greg and the team. I enjoy having an accounting firm that I can trust!
Very professional and helpful. The office manager, Carey, was very courteous and explained things clearly.
Knowledgeable, Accurate and Thorough
An excellent job in all respects!
Great service and timely response!
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.