Hello:
I am looking for an accountant in the Decatur area who can handle an office of 10. Our business is an LLC S Corp with quarterly payments.
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I am looking for more than just a one accountant operation without a lot of turnover in the accountants in the office.
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I want to deal with the same accountant in the office (I have had an office in the past where the accountants left every 2-4 years)
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I don't want to be outsourced out of the office for my return to be done or switched to someone else in the office without
me knowing so I can communicate with the person if necessary. Also, I want the person to be familiar with my previous return
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I want paper copies of the returns after filing electronically
5. I want a consistent charge yearly (with reasonable increases for inflation understandable) based on the job and not increased if I make more money
6. I don't want random charges of hundreds of dollars for emailing documents for my return or IRS letters I got in the mail about mistakes the
accountant made
7. I want to be able to ask questions or address issues on my return such as Truist made a mistake on my retirement documents last year
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and I had to get them to fix it. I need to address this type of issue with an accountant to be sure they use the right numbers
8. I don't want to chase the accountant down to get my returns done
9. I want to be able to communicate by phone not just email if necessary
10. An accountant who could recommend tax saving tips, if any, would be great too
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A plus would be someone in the accountant's office who could adjust an entry or entries in my bookkeeper's Quickbooks if necessary
I have talked to a handful of people who are not thrilled with their accountants. Most said the accountants completed their returns
after they contacted them despite the accountants having the documents for a while. Most said their is little communication and no
tax tips.
Thank you,
Kathleen M Flynn, LLC
Social Security Disability Attorney
315 W Ponce de Leon Avenue
Suite 940
Decatur, GA 30030