*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.*
443 Bradford St NW
Gainesville, Georgia 30501
Best!! I have been a client since 1996. I highly recommend Craig Smith and Alexander Smith.
Best firm ever being doing payroll, taxes, have people in several states. Advising my business helping us grow. Helped when another business failed. We worked hard but his advice was priceless. Craig is a friend of more then 30 years through his work.
I'm relatively new to town and 4 months ago hired Smith & Bennett accounting to manage my bookkeeping, to do my corporate and personal taxes and payroll. It?s now 4 months later and NOTHING has been completed. Emails are not returned by Jay, the office managed Angela assured me that another accountant would take over my account and call me with any questions, well 2 weeks after that call and no returned call. Guess what again nothing has been done. I was told that emails are not the best way to communica
I highly recommend Robin! This was my first time having someone else file my taxes and she made it absolutely painless! She offered some great suggestions for me for next tax season (I'm absolutely clueless), and she was also just very kind and personable in general! Angela at the front desk is also wonderful! They made me feel so comfortable by how welcoming they were (: I will definitely being going back!
This firm done my Husbands taxing for years before we married and he has had problems with the State return of every year almost they did. The last notice we received from State my husband contacted them and the response was cut your losses. Now that sounds really professional don't it??????
Was told when I dropped off taxes they would start on them right away. Told them I needed them asap. Receptionist said no problem they weren't busy. Didn't hear from them so I called and they informed me that they wouldn't be starting my for 2 more week. They have poor communication with each other and their customers.
Craig has been doing my taxes for probably 20 years. Great staff, great CPAs, great pricing!
Craig has been doing my taxes for 19 years and its always a great experience
They were nice to me
Always a pleasent experience is????
Best cpa in north Georgia
Amazing and affordable!!!
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.