*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.*
66 Parkway Commons Way
Greer, South Carolina 29650
As far as service, it has been a night and day difference compared to our previous accountant. Chip and his team showed us many ways to improve our financial methods for the business. The Keller Group's customer service and knowledge has really impressed us. It's cliche, but we really wish we found them sooner!
Mr. Keller has assisted me for many years with Tax planning and returns. Including Estate related issues. I have found his experience, knowledge, and ability to be remarkable. I highly recommend The Keller Group. Especially if you are looking for excellent service and professionalism.
I have been a client of The Keller Group for eight years. They have done tax work for me personally as well as my business taxes for my companies. They have always been a pleasure to deal with and Chip is always available to support any tax or business advisory questions I may have. I would highly recommend them. Roger Costa
I have used the Keller Group to do my business and personal taxes for over a quarter century. When you find good service, why would you change anything. Always very thorough and I am perfectly confident with their accuracy. The understanding of the complex tax laws is very evident when using this group for consultation as well.
The Keller Group is awesome! I was looking for an accountant to help fix a big mistake that another tax expert did. I called Mr Keller?s office and not only did they take us on as a new client but they helped resolve our issues with IRS. The entire team is very helpful and pleasant to work with. I definitely recommend The Keller Group. Thank you for your help!
Chip Keller and the Keller Group is very knowledgeable, reliable and easy to do business with.
Chip Keller, at The Keller Group has done my tax work for the last eight years. He is always available to answer questions and give clear helpful information. My taxes have always been done in a timely fashion and ahead of the tax deadline. Nancy Kellman
The Keller Group is an outstanding firm. Without going into a lot of details, my father-in-law and his accountant both became very ill and when they both died, we discovered that no tax returns were filed for three years. We could not even find the tax information. The Keller Group went above and beyond to help us reconstruct the information and file the returns. They provided outstanding advice and in the end, they helped us turn a business that had been losing money for years into a success providing
Excellent service. Great people. Highly recommend.
We have been working with Mr. Keller for 4 years now. He has always been professional and helps us with all our complicated business and personal tax needs. He is very understanding and personable. We highly recommend Mr. Keller and The Keller Group, PA.
If you are in need of business accounting the Keller group is where to start! They handle all of my small business payroll, federal and state filings and have done a fantastic job for several years now. Well worth it to save on the labor of having to do it personally along with piece of mind that everything is in order if the IRS wants an audit.
Keller Group CPAs has prepared my personal taxes for the past four years. They are very knowledgeable and efficient with great customer service and friendly staff. I find their secure internet portal to be an easy and efficient way to send information to them and receive documents from them. I no longer run a business operation, but if I did I would not hesitate to use this experienced and knowledgeable firm for my business. They have a reputation for being able to handle complex business problems with prof
We no longer live in West Virginia, but our service has remained excellent using their portal service. Whenever we ask for help or have questions their response has also been excellent.
Great staff of very knowledgeable and helpful people who are always willing to lend a hand or answer questions. Keller Group PA provides services for both my personal accounting needs and that of our non-profit business. Highly recommend!
They did our taxes in 2020. Now we are dealing with the IRS saying we owe money from that year. He is unwilling to help us figure out what the issue is.
Been with this group for years. Uploaded my taxes to their secure site yesterday and praying they can get it filed on time. Will update in April or hopefully sooner when they finalize.
I have worked with Chip and his team for 5 years and I am more than pleased with the professionalism that all associates demonstrate I highly recommend their services they can can assist you with all of your tax and accounting needs Michael Pode President
We have been using Keller Group for several years and we are extremely happy with their service! They are honest and very helpful! Thanks for all you do!
Always the best at handling returns and keeping us aware of IRS changes. They are working all the time!
Enjoy working with Chip. His staff is always helpful. I'm confident the work is accurate and he understands our needs. I will continue to use them.
Professional and knowledgable team, we trust them with both our businesses as well as our personal filings.
Chip and his team are excellent to work with.
I recently had reason to call on the Keller Group for their expertise. As usual, they were very professional and responsive.
Friendly, Responsive, and Expert Advise. Much more than the best tax preparer ever. Thanks Chip
Tax filing was handled very quickly and everyone at the office was very helpful..
They?re also extremely detail-oriented and knowledgeable. I?m truly reliant on them because they?re so impressive. They?re attention to detail and critical thinking sets them apart.
This office responds quickly when messages are left and their tax expertise makes it easier for us to have our taxes filed there.
Knowledgable, responsive and professional.
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.