*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.*
68 Atlanta St
McDonough, Georgia 30253
Adam was so easy to work with and very quick. He is knowledgeable and very helpful with filing my business taxes.
I have worked with Adam over the last few years and could not be happier. He has made tax season for my family and I painless and has been a pleasure to work with!
The Jbee Method has done a great job helping us with all of our accounting issues. We were skeptical when making the switch from our previous CPA but they have been tremendous!
JBee Method makes it so easy to drop our documents and take care of everything for us! Kind, fast, and helpful!
The JBee Method made my process seamless working on my taxes. I will definitely be using them in the future.
Lamar at The JBee Method was friendly and professional and I will definitely use them again.
A top notch company with a family atmosphere. I would highly recommend Belita and the team!
Belita was so kind, knowledgeable and gracious. Thank you!
Very professional, knowledgeable, and caring. Excellent service.
I recommend working with Adam because he takes the time to ensure all of you questions are answered. He was very thorough. We will be using them again.
I love the streamlined process that takes care of my bookkeeping and tax needs. Having one firm to handle my businesses and personal taxes allows me to ask lots of questions and make informed decisions.
Adam was great. We highly recommend him and the JBee method for getting your taxes done
The young lady that did our taxes was great. We will use them next year. Great service!
Adam was very patient and knowledgeable. He did a great job of explaining my options.
Gary and Jo Hancock are great professionals, and we have appreciated our business relationship for many years. Truly, this is the hardest working team of Accountants and CPAs in the Atlanta metro area. They are head and shoulders above all others, and we trust them completely. We have always been extremely satisfied with our returns and their work!
We've been using Hancock and Associates for several years. Gary and Jo manage the business with honesty and integrity. We've never had a problem with our business or personal returns!
Love the personal attention from Adam. Always available to help with any concerns or questions.
Great service thanks
Very thorough explanation and friendly service. The technology process is effective for people who work long hours.
I have been using Gary for years. Top notch. Always gets me the best return I could get. Wouldn't trust my finances to anyone else.
Adam was very knowledgeable and helpful. Good job, Adam!
We love everyone at JBee!!!
Excellent service- they anticipate my every need and give maximum refunds on my returns. Very highly recommended!!
Great to work with and informative enjoyed my visit to your office.
Great experience two years in a row. Highly recommend this firm.
fast and efficient! Adam is awesome!
Great customer service with a world of knowledge and a smile
Perfect, detailed, accurate service! Thanks Adam
Adam was great, patient, & honest!
I appreciate your help on completing my tax returns!
Friendly service. Conveniently located
Great experience with Adam !
Always a great help!
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.