Very convenient location in Midtown. Helpful staff. Easy to drop by and make deposits to…read moreinvestment accounts. They are moving from Colony Square down to Peachtree St (between 11th and 12th). Better location for sure. I'm a big fan of "internet only" businesses, but it is nice to utilize their local office when you need to leverage their services. Every once in a while, it's great to have a face to face conversation with someone! And, Schwab has one of the best bank accounts around (free ATM, no foreign transaction fees). Happy they are in Midtown!

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

This is a scam the office that they say is in Buckhead does not exist. They are an internet scam…read moreand want you to put all of your information on the internet. Then they get mad and hang up in your face when you ask for the address

m writing this email to inform you when I spoke with an agent, I'm not sure how to spell her name…read morebut I believe its Laquilla from your loan department today not only was she not helpful, she was very rude, very argumentive, and then she just hung up on me. When I was transferred to her and she came on the line I didn't get a good vibe from her when she started asking questions, however I still continued on. As she continued to ask questions she wouldn't allow me to talk, kept interrupting me as if the info I was informing her of wasn't important. At that time before she placed me on hold I had already made up in my mind that if there was a offer given I would not accept it. I wouldn't want to do business with anyone who employs a person of her caliber. She was very unprofessional. I've worked in customer service over 15 years and I've dealt with all type of customers however I'm never rude to any of them even if they are rude to me. I would highly suggest someone speaks with this agent and take the proper disciplinary action with her because if not, your company will lose a lot of prospective clients as well as being reported to the BBB as I did today based upon such bad service I received. I asked to speak with a manager however one was not placed on the phone. The last agent I spoke with stated a Manager by the name of Mike would call me, however I have not heard from anyone and that was over 2 hours ago. I will be leaving a review and informing all of my friends and family not to do business with a company who treats customers this way. I do not like to leave bad reviews, however based upon how I was treated today that is the only thing I can do.

LC is very professional and knowledgeable. Her expertise in tax laws adds a great asset when…read moreinquiring about service for tax preparation. I highly recommend this company for your tax and accounting needs. Such a great person to do business with. I look forward to next year.

From the owner: Are you tired of struggling to navigate the complex web of taxes? Our tax preparers specialize in…read moreproviding comprehensive tax planning and preparation services to individuals and businesses, ensuring that our clients stay compliant with IRS regulations while maximizing their returns. We work closely with our clients to understand their specific tax needs, identify potential deductions, and provide tailored tax strategies that meet their expectations. Our team stays up to date with the latest tax laws, making sure that our clients don't miss out on any possible savings. Our services are essential because they help clients avoid penalties and minimize their tax exposure, which could lead to significant financial loss. Our tax preparers take the burden of tax planning and preparation off our clients' shoulders, giving them peace of mind to focus on their core business operations. ~Schedule your appointment today ~Visit: virtuousfinancialconsultinggroup.com ~Call: 833-340-1998 LC Quince Founder & CEO Virtuous Financial Consulting Group

Through email correspondence: After my 2024 taxes went up and I questioned the cause, asking if any…read moredeductions had been missed, I was invited to find my own deductions. This is the primary service for which I hire a CPA. I found that they had not applied a basic deduction in 2024 (one that they had applied in 2023) until it was brought to their attention. Their rate increase from 2023 was not initially disclosed nor explained and when asked if it was tied to to their additional labor to correct their omission of a tax deduction, I was told they actually had not charged me for the extra labor. I was given the option where my filing would be withheld until the fee was paid or find another firm and start over. It was an unsatisfactory experience.

I will start off by saying that the two things I liked about this firm was they are nice people and…read moreoffer fair prices for their services. However, as someone with a full time career and a small business on the side my needs differ from other reviewers. I normally do my taxes myself, but this was my first year in business and I did not feel comfortable doing my own taxes because l wanted to make sure my taxes were done by the books and I did not get audited, and I wanted to maximize my returns. As CPAs and tax attorneys Attaway should be able to do both, leaving me with little worries. Prices for a personal taxes are going to cost more than business tax prep. For a business the cost of doing taxes will range based on complexity, but I have a sole proprietorship pass-through LLC with only 1 year in business. I was very happy with the price I was given ($450). Granted, I did all the leg work by printing a report general ledger, which I used an accounting software to create. There was quiet a bit of detail which made things easier for them and I had stayed on top of my earnings and deductions. I also have a home office which is used 100% for work at both my 9-5 and side gig. I also had student loan interest, mortgage, investments, and charitable donations. It took about 3 weeks for them to process my taxes. During tax season this is a little on the high side, but realistic. The first problem I noticed was that they had me listed as married. I am glad I caught it because I would have gotten a lot back then had to pay thousands to the IRS. After having them correct this I decided to do a very thorough look at the rest of the report. The next BIG issue I found was that they elected to do a simple home office deduction instead of the more complex deduction. When I pointed this out and it was fixed my return went up over $1000. That would have been a very costly mistake! They also had me working from home only part of the year when I have been working from home for years. The next costly mistake was around my investments. I am not completely sure where they got the numbers for my capital gains but they were way off. After this was correctly my return went up even higher. Lastly, I was being urged to quickly look over my tax information then sign a release so that they could submit my taxes ASAP. However, a week went by after I signed so I reached out and was told they needed another signature to verify my bank account information. I had already done that, but technology isn't perfect and neither am I. I would not have been irritated if I had forgotten to save after signing, or if the software didn't record my signature. I WAS irritated that a week went by AND I had to reach to them to be told they were waiting on something. The lack of communication shows they are disorganized, which is worrisome, but it also delayed my return and put the burden on me when I am paying them to perform a service. The first mistake saw my return go from ~$8,000 to $4,500. After I caught the other mistakes and they were corrected my final return ended up being over $6,500. If I had not reviewed and corrected the professionals then I would have either owed money to the IRS or lost out on over $2,000. It probably goes without saying, I will not be using them again. If you are using them for personal taxes you would probably better off with Turbo Tax, especially if you itemize are are not comfortable with doing taxes. Other people had great reviews and they may have done a great job on their taxes, but those people may have also lost money and not known about it. If I had no tax knowledge, or was confused by a 1040 tax return statement, then I would have never known the money I was leaving on the table. If you own a business then go elsewhere, especially if you have complexities. I was interviewed by another well reviewed Atlanta CPA firm before choosing Attaway. They cost a little more, but a couple hundred more is worth saving a couple thousand and making sure you are in compliance.

I used Delerme CPA to file my 2022 taxes, it was amazing and made it very easy for me…read more The admin team is the best, Irlanda and Karina are great! 10/10 would recommend

I paid approximately $10,000 to Delerme CPA to prepare and file an amended tax return…read more Unfortunately, my experience has been extremely disappointing. Since then, the IRS has sent multiple rejection letters regarding the amended return, and the issue remains unresolved. Every time I follow up, there seems to be another excuse, but no real resolution. Communication has been poor throughout the process. I rarely receive updates and have had to repeatedly contact the firm myself just to find out what's happening. For the amount I paid, I expected knowledgeable representation, proactive communication, and timely resolution of my tax matter. Instead, I have spent years waiting for an outcome while receiving repeated IRS rejection notices and no clear path to fixing the problem. Based on my experience, I cannot recommend Delerme CPA. I hope they improve their communication, accountability, and follow-through so other clients do not have a similar experience.

Administrivia is a very young company and still trying to find its footing. The managers can be…read morecareless but do genuinely care about the success of their clients. The company has a good start with what products they offer but are ignorant to their limitations.

From the owner: A reliable and trusted provider serving hundreds of clients, Administrivia is passionate about…read morehelping small businesses efficiently manage the often frustrating, time-consuming tasks necessary to run a successful enterprise. At Administrivia, it's our business to manage the three essential cornerstones of our clients' business - Accounting - IT-Human Resources. We make it our responsibility to understand each client's business and create managed processes and support services that facilitate efficient operations, on-going management and increased productivity.

Them really so friendly and quickly also quite place it's so amazing thanks you help me everythingread more

Great service at this bank. Quick walk in. Everyone is very friendly. They explain all necessary…read moredocumentation for account. Today there was a holiday celebration with the other companies in the building. It was quite nice. Happy Holidays

Terrible, run while you can. Decent work but unreasonably high fees. Lot's of miscommunication…read moreand you get charged for their mistakes. No accountability!

From the owner: Smith + Howard is a premiere tax, accounting and consulting business headquartered in Atlanta with…read moreoffices across the southeast.