*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.*
4568 Lawrenceville Hwy Ste C-220
Lilburn, Georgia 30047
New to the Transportation Industry was daunting for me, and requires a special knowledge to be successful. Zephrina's expertise and knowledge expands far greater than just numbers, policies, taxes, and the host of services provided. She is genuinely concerned and committed to success. I have the complete confidence to our companies success and future with the support of ZMC & Associates.
Zephrina from ZMC & Associates, being a Certified Professional Accountant (CPA), provides valuable and more precise information than the previous person who prepared my taxes who was a Tax Preparer. Zephrina returns phone calls and email correspondences promptly, accurately calculates my taxes, advises on the best tax return methods for each customer?s unique situation, and graciously applies a discount to my invoice as a new customer. I have been one of her loyal clients for four years. Circumstances had o
I have been a client of ZMC for over 3 years. Upon my first coming to them I was paying back taxes. They reviewed my case and found the error and my payment was decrease somewhat. They are very professional and knowledgeable. I used them for both personal and business I would recommend them both my friends and family.
ZMC does amazing work, Zephrina and her staff are very professional, personable, and knowledgeable. Our family has been using their services for several years. I would strongly recommend their services.
Zephrina is very helpful. I have complex tax returns and she looked at multiple different ways to file the taxes and provided the data to choose the best method of filing. She is quick and I was pleased with all aspects.
I applied for a PPP Loan and wanted them to do my taxes. Yes I did get my money for my loan but I heard no further instructions on how to pay it back or anything of that nature. I also never heard anything back about them doing my taxes but I got an invoice saying that I was being charged for them doing them but no proof that anything was done. Mind you I?ve been trying to get in contact with them for over a month and not one call back or email. Also I don?t know how they did it but the took it upon themsel
ZMC goes above and beyond to provide the best service to their customers. I have been using ZMC accounting services for over 7 yrs now and I?m always highly satisfied with their service quality and level of professionalism.
ZMC does fantastic work, Zephrina and staff are very knowledgeable and helpful. I would absolutely recommend!!
Very professional and reliable. Great communicator and she cares about her clients
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.