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Xtrategist

Xtrategist

Reviews Summary

Xtrategist receives overwhelmingly positive feedback, with most reviews praising their professionalism, expertise, and excellent customer service. Clients highlight their trustworthiness, strategic financial guidance, and ability to simplify complex tax or debt issues. Spanish-speaking services are appreciated. The team is described as responsive, thorough, and going above expectations. Many note significant business growth or personal financial improvements thanks to their tailored solutions. While most ratings are 5-stars, even 4-star reviews commend their problem-solving skills. Recurring themes include clear communication, fair pricing, and Salvador's exceptional knowledge. Highly recommended for accounting, tax planning, and financial consulting.

About This Listing

Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Construction
Professional Services
Technology
QuickBooks
GAAP Compliance

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
Tax Preparation
Tax Planning
Construction
Professional Services
Technology
QuickBooks
GAAP Compliance

Contact Information

Address

1775 The Exchange SE Suite 520

Atlanta, Georgia 30339

Visit Website Call Now Get Directions

Hours

Monday 8AM-7:30PM
Tuesday 8AM-7:30PM
Wednesday 8AM-7:30PM
Thursday 8AM-7:30PM
Friday 8AM-7:30PM
Saturday 8AM-7PM
Sunday Closed

Customer Reviews

Xtrategist is one of the best financial consultant company in Atlanta, we moved the registration of our company from Florida to Georgia and it was Amazing !! Super fast, great communication (Responses in the same day) and the most important Fair Prices !! Salvador is very responsible and he knows what he's doing.. Believe me !!! the best thing is they speak Spanish which is GREAT since I had a hard time trying to find somebody in this area, I highly recommend Xtrategist services to anyone that want to start

If you want the BEST then this is the place to go . The entire team is awesome. And prompt on getting any work needed done . Very thorough to ensure everything is done properly! Couldn?t ask for a better team! Thank you

I highly recommend Xtrategist! I needed help finding the best strategy to quickly pay down my debts so that I could take on a life-changing project abroad. My financial advisor took the time to comb through my finances and expenses to show me not only how I would best pay down my debt but also, how I will capitalize on my money and save extra prior to starting on my new journey. I am so thankful for their clear strategic plan they set for me and the clear instruction on how to execute it. Highly recomme

Xtrategist was my go-to for filing my personal taxes. I needed someone I could trust and share my concerns with and they provided as many options as they could to resolve my issues. I wanted to go to an accountant that actually took the time to review my situation and give me the time and attention I deserved as their client and they did just that. I recommend Xtrategist for your own needs!! Give them a try!

Strategist is a superb company who values and looks-out for you and your interest. Especially Sal Salvador, He is very helpful and knowledgeable, a professional CPA who knows his stuff, no doubt, there?s no question he cannot answer. I was fortunate that he coached me through learning QuickBooks Online in-house. I learned QuickBooks Online under a week under his wing. Through his knowledge, patience and teaching talent I have now acquired the skill and knowledge to be more valuable in my workplace. I would

Xtrategist offers excellent customer service and expertise. I highly recommend them to anyone looking to grow their business with better pricing strategies, tax planning and the latest forecasting tools.

Mr. Alvarado is the most professional accountant we have worked with. Unlike other accountants, he provides us with a wide variety of services. This enables us to focus on our work. In hiring Mr. Alvarado, you are hiring an accountant, financial consultant and business partner. He has helped our business grow.

Salvador and his team have filed my personal taxes for several years now. I highly recommend them. They take the time to answer any questions I have and have always provided excellent service.

Sal and his team are by far the best and will go above and beyond to make sure you are in compliance with all local and federal tax laws. Highly recommended

My sincerest thanks to Xtrategist for arranging a debt settlement agreement with the IRS my family and I can handle.

(Translated by Google) Super happy with xstrategist. Before, it was boring to go to the accountant. The moment I saw Salvador, he gave me confidence and I felt that everything was under control and he solved it. Thank you (Original) S?per feliz con xtrategist. Antes era aburrido ir con el contador en el momento que vi a Salvador me dio confianza y sent? que todo estaba bajo control ya lo solucion? el. Gracias

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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