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Stein Accounting CPA

Stein Accounting CPA

Reviews Summary

Stein Accounting receives overwhelmingly positive reviews, with most customers praising their reliability, expertise, and excellent customer service. Long-term clients highlight consistent quality over 15+ years, with particular appreciation for the owner's professionalism and problem-solving skills. While one critical review mentioned discrepancies in tax services, the vast majority emphasize trust, responsiveness, and personalized attention for both personal and business needs. Many small business owners highly recommend the firm for accounting and tax services. The team is described as knowledgeable, humble, and dedicated, with several reviewers noting how stressful financial situations were resolved with confidence. A few minor scheduling challenges were mentioned, but overall satisfaction remains extremely high.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Non-profits
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
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Non-profits
QuickBooks

Contact Information

Address

8210 White Bluff Rd

Savannah, Georgia 31406

Visit Website Call Now Get Directions

Hours

Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

In 2024, my girlfriend and I decided to seek professional help for our personal taxes. The process was straight forward although we had some discrepancies with some of the lower tier staff. Mr. Neville Stein smoothed it over and showed us his appreciation for our business, he is an honorable man who keeps his word. We are not rich, nor do we own a business, but his services were top tier and his appreciation for our business was displayed in the up most way. Due to this ? we plan to use Stein Accounting aga

Had the opportunity to do some detailed discussion with Neville Stein regarding business matters. This firm has many existing clients. Finding time to talk about business strategies was a bit challenging, but once there, we were able to cover everything. I never felt rushed and the meeting went past the 90 minutes allocated. Before our discussion I looked through this company?s social media. Stein and his firm have a broad practice portfolio, from individuals to small and mid sized businesses. It did not su

I went in to see Mr. Stein After receiving a letter from the IRS. I walked in a nervous wreck and walk out totally relaxed, confident in Mr. Steins knowledge of my situation. I was totally at ease through the whole experience. I would highly recommend this accounting firm.

Stein Accountant is a great accounting office. The owner, Neville, Mrs. Karen Miller(senior accountant) and all office personnel are very knowledgeable, and wonderful people. When I was looking for a new accountant for my business 15 years ago, a friend of mine introduced Neville. He just opened his office, with one employee. My first impression of him that he is a very humble, polite, knowledgeable accountant, qualities that are important to me, and I have been a client since . Stein Accounting handles all

As a small business owner, Stein Accounting and team have been such a huge aspect of running my business well. Their extensive experience in accounting gives you the client trust that your getting the best direction possible for your individual needs. I?d highly recommend their firm!

I have been using Stein Accounting for many years - more than 15! They consistently provide excellent service. They not only provide tax services each year, but handle my monthly books. Great team!

I have a small business here in Savannah. Stein Accounting is reliable, accurate and is considered to me a great value for all that they do for us. Whenever I have a question, they are extremely fast in responding. I can always count on them !!! :>) !!!

Hired for tax services. Once I started pointing out discrepancies in my returns, they did not try to fix the issues. I ended up having to hire another firm to do it correctly. No knowledge of distribution codes or Rollover experience.

I've been a client of Stein Accounting CPA for many years. Very dependable and knowledgeable staff for my annual business and personal taxes. Highly recommended.

Professionalism, expertise and excellent service. The entire process with Stein Accounting is great customer service. I highly recommend this company.

Very pleased that I found Mr. Stein...he's done a great job for me and I would definitely recommend him to friends and family.

A wonderful small business go-to for all accounting needs! We highly recommend Neville and his staff.

I had some issues that needed sorted out so i met with Neville Stein . His office gave me good information and helped clear things up.

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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