I contacted Forbes Accounting & Consulting in March to receive assistance filing my business and personal tax returns for 2019 since we were running behind on doing them ourselves. I had a free consultation with the CPA Jeri to discuss our business needs. Boy am I glad that I was able to speak to her!!!! She provided a wealth of info that my husband and I were able to act upon immediately in our businesses. She also made us aware of some business practices that we were making mistakes in that might require us to amend some tax returns. She included a review of the returns that I previously filed for us in the process of doing the 2019 tax prep. Jeri saved us SO much money!! She found errors in our 2016 & 2017 returns that resulted in us getting back thousands in tax refunds. I thought it was too late to amend 2016, but she got the amended return filed before the July deadline. She's currently amending our 2018 return while our 2019 return is on extension until October. She has been patient with us pulling our records and submitting them to her. Working with her virtually has not been a problem at all. It has actually been such a help since I often work on the list she provided us well into the night. She is very responsive via email and sends us updated lists of things we need to get to her or questions that she needs answered that we've been able to work on as we get time. Having the kids home from school while we both work from home has left little time to ourselves to handle the administration functions for the businesses, but Forbes Accounting & Consulting has been great for how we need to work right now. I look forward to working more with this great company in the future and learning so much more about improving efficiencies in the way we run our businesses. Thank you! read more

Forbes Accounting & Consulting - Kudos! - Tax Services Near Me - Atlanta, Georgia

I met Jeri Forbes during an evening event at the Commerce Club for new members several months ago. Ms. Forbes seemed at that time to be professional and I was impressed with her breadth of knowledge in reference to tax laws. I have always been committed to supporting black-owned and operated businesses, and I contacted her in January of 2017 to inform her that I'd like for her accounting firm to handle my tax preparation for the 2016 year. She immediately sent me a bill for payment and a link to a BOX account with documents for me to complete in order for her to do her work. There was no statement of welcome or thanking me for choosing her company. I advised her that I had not yet received documents in the mail and would pay her fee and complete all documentation as soon as I received all of the necessary tax documents. She thereafter responded in a way that somewhat took me aback, indicating that I "was not a client until payment was remitted" and the I needed to remit payment to ensure that "all appropriate deadlines are met" or something to that degree. I, in essence, ignored the seeming brashness of the e-mail message and agreed to meet her requests in order for her to perform her services. What came after that and after I completed all of her forms, performed necessary corrections she recommended, remitted payment, and provided all documentation that she requested was nothing short of a substantive lack in professional decorum and a string of angry, tactless e-mail messaging to which I took significant umbrage. This extended over several months. Her e-mail messages all appeared to be essays that contained flippant and condescending terms and, at times, seems to be overly angry in tone. I asked her if she could please cut down on the length of the messages to ensure that I did not miss anything she requested of me. There were an abundance of statements lifted from previous messages with quotation marks and words in ALL CAPS, which in e-mail decorum delineates shouting. I attended a couple of networking events with her at Commerce Club and even in those events she was quite unprofessional and seemed to lack the tact of having a mind/mouth filter, simply stating any and everything that came to mind without recognizing the nature of the professional environment. All of these was quite eyebrow-raising. I happened to look for reviews on her here on YELP and other places, and found it quite odd that a woman who claims to have been in accounting practice for 20 years or so and purported to be "Atlanta's Number One Entertainment Accounting Firm" had absolutely no reviews anywhere. I also found it quite odd that the proclaimed CEO of an accounting agency was doing all of the corresponding with me and not one of her employed associates (if any exist). These were several reds flags. Well into my relationship with her as her client, I also learned that her reputation for being very aggressive, brash, and unprofessional with a variety of business professionals in the Atlanta Metropolitan area is known and many just do not prefer to work with her in light of that. I have been nothing but kind and accommodating to her from our initial meeting but felt the need after a series of of disparaging and unprofessional messages she sent to me to inform her that she was unprofessional and that she needed to remember that I was the paying client and she was not, and any message sent to me with negative wording with the intent to disparage would not be attended to. I have attached her response to me for any potential future clients to read to see the nature of this woman and her lack of professionalism in how she corresponds with clients. I honestly have never, ever worked with anyone so blatantly unprofessional to the point where I as a client felt that I was paying to be treated this way, which is never acceptable by any means. Her e-mail signature has the tenacity, really, to note that she would appreciate being referred to family members and friends. I would think not. For these reasons, I highly recommended against using Ms. Forbes' accounting or financial planning services until such time she understands that not only does being a professional require the knowledge and training in one's field of expertise, but the demeanor of professionalism is required as well. This she severely lacks. Aptitude without attitude is not an ideal combination conducive to business success, and I'm quite confident this experience is one from which she would learn. One must have both. read more

Forbes Accounting & Consulting - Tax Services Near Me - Atlanta, Georgia

Forbes Accounting + Consulting has served as my tax accountant for the past two years. And in that time, I have experienced nothing but the best from Jeri and her associates. Jeri has not only filed my taxes with the detail expected of a professional but also advised me on several financial matters. She is not a cookie cutter tax preparer so if H+R Block with their simple questions makes you comfortable forget about it! However, that's what I like about her. She thinks to ask me about items I've never even considered detailing on my returns and works with me until she has combed over everything with a fine tooth comb. I did read the other review stating there was no "welcome packet" however my experience was very different. Not only did I receive a "welcome" packet from Jeri but I also had a welcome call where she walked me through her process and answered any questions I might have. While the other review noted long emails from Jeri, I actually never had a problem with that as to me, this was the best example of her thoroughness --each question was meant to solve for a problem or find an exemption I might have missed. Because of Jeri, not only are we pleased with our tax situation each year but our financial organization and well being has improved as well. read more