Back to Directory
Specialty Tax Group

Specialty Tax Group

Reviews Summary

The consensus highlights exceptional service, with frequent praise for professionalism, expertise, and responsiveness. Reviewers appreciate the team's efficiency, clear communication, and ability to deliver high-quality cost segregation studies and tax savings. Many note the process was seamless, with timely results and valuable savings. The team is described as knowledgeable, accommodating, and reliable, often exceeding expectations. Clients frequently mention plans to reuse their services and recommend them highly for tax-related needs.

About This Listing

Tax Planning
Real Estate
Healthcare
Construction
Manufacturing
Technology
State-Specific Experience
Multi-state Experience
Local Tax Credits

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

Tax Planning
Real Estate
Healthcare
Construction
Manufacturing
Technology
State-Specific Experience
Multi-state Experience
Local Tax Credits

Contact Information

Address

44 Milton Ave Ste. 214

Alpharetta, Georgia 30009

Visit Website Call Now Get Directions

Hours

Monday 7AM-7PM
Tuesday 7AM-7PM
Wednesday 7AM-7PM
Thursday 7AM-7PM
Friday 7AM-4PM
Saturday 9AM-12PM
Sunday Closed

Customer Reviews

John and Hunter were great. The customer service was amazing they simplified the cost segregation process made it easy and effortless. If you are looking for responsive, quality and performance STG is what your company needs.

My experience with Specialty Tax Group has been excellent. Their deliverables were on time and they were very professional to work with. We have properties in two different states and each employee they had working on our cost segregation were on time and courteous to my team as well as our tenants. I would recommend. them for any cost segregation study!

John, Brian and team did an excellent job for a very client of mine. We had a very unique situation where STG had to act quickly in a very short period of time. Their quality was excellent and their client service exceeded expectations. Well done STG!!

As a CPA in public accounting, I have to be very careful when making referrals to my clients. STG has quickly proven themselves with the high quality work they have completed for my clients. They have turned around state tax credits and cost segregations very quickly. STG is quickly becoming a trusted referral partner!

They were much cheaper than I anticipated, and were able to fast-forward a ton of depreciation for me. It was a mega-win for me, and I am stoked with the service I received. I will definitely be using them again in the future.

"Specialty Tax Group was professional, knowledgeable, punctual, and on point! I loved the experience?and the savings!"

John & his team did a cost seg study for us on a large retail center. They were so helpful and did an excellent job; and even helped us out after the final report was issued with some lagging improvements. I would highly recommend John and his team.

I needed someone with lots of experience that could walk me through the process and give me plenty of information and reassurances and Jonathan Frizzell and team were really wonderful to work with. Very knowledgeable, accommodating, and efficient. I got my reports earlier than promised, no budget overruns, and everything looks to be in order. Thank you STG!

Jonathan Frizzell and John Hanning with Specialty Tax Group were absolutely amazing in helping us out when we were in a bind at tax time due to another company's failings. I cannot speak highly enough of the help John provided in getting us the complete, accurate, and super easy to understand documents we needed for our cost segregation. They were understanding, helpful, responsive, efficient and immediately available for discussion on one of the busiest days of the year. I 100% recommend their services.

Everyone at STG was a pleasure to work with. I worked with them on tax credits and a cost segregation study and would highly recommend them to anyone in the future. We plan to use them again next year.

STG prepared a cost segregation report for our recent multi-million dollar real estate purchase. They were timely and provided a detailed report for our CPAs to use. Thank you and we will use STG in the future.

We?ve been using them for years. They have helped us save thousands on our tax returns. They communicate very well and we appreciate their partnership.

The team at STG uses their vast experience to identify savings opportunities for clients. A great team to work with!

Information requested of us was very organized and the entire process was efficient and resulted in positive results for company.

John and Jonathan at STG were great to work with and are valued partners!

They understood the circumstances of our acquisitions, what value they could deliver, and performed excellently on all fronts.

Excellent service and very responsive. Very prompt in returning emails and answering questions.

Jonathan and team were extremely helpful and always available to answer any questions I had!

This was a painless review on our part,STG was very professional and prompt.

John and Jonathan are fantastic at what they do and are very professional!

Absolute pro. Thanks Jon!

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations