Business Details
Trusted Accounting & Tax Services in Cumming, GA
Carroll & Co Cpa's PC & Company, CPAs is a full-service accounting firm dedicated to providing comprehensive financial solutions for individuals and businesses. With a team of certified professionals, including CPAs and MBA holders, we combine technical expertise with personalized service to address complex tax, accounting, and financial planning needs. Our commitment to excellence is reflected in our affiliations with recognized institutions like the American Institute of CPAs and our focus on continuous client education. We specialize in tax preparation, estate planning, small business accounting, and IRS resolution services, ensuring clients receive strategic guidance tailored to their unique circumstances.Backed by decades of collective experience, we prioritize transparency, ethical practices, and proactive communication to build long-term trust. Our mission is to simplify financial management for clients, allowing them to focus on their personal and business goals with confidence. By staying current with evolving regulations and leveraging advanced accounting tools, we deliver accurate, compliant, and forward-thinking solutions that drive financial success.
Services
Tax Preparation
Estate Planning
Small Business Accounting
IRS Payment Plans
Financial Planning
Payroll Services
Business Valuation
Strategic Business Planning
Cash Flow Management
IRS Resolution
Details
- Year established: 2025
Highlights and features
- We offer decades of combined experience in accounting and tax services.
- Our team includes certified CPAs and MBA holders with specialized expertise.
- We provide personalized solutions aligned with individual and business needs.
- Our firm maintains affiliations with leading professional organizations like AICPA.
- We guarantee transparent communication and ethical financial practices.
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- Certified ProAdvisor
Services
Tax Preparation
Our tax preparation services ensure accurate, compliant filings for individuals and businesses. We maximize deductions and credits while minimizing liabilities through strategic planning. Clients receive personalized guidance to optimize refunds and avoid common errors.
Estate Planning
We design comprehensive estate plans to protect assets and facilitate smooth wealth transfer. Services include wills, trusts, probate avoidance strategies, and tax-efficient inheritance solutions tailored to family dynamics and financial goals.
Small Business Accounting
We manage monthly or quarterly accounting tasks, including bank reconciliations, income statements, and balance sheets. Our services provide business owners with clear financial insights to support informed decision-making and growth.
IRS Resolution
We assist with IRS liens, levies, and payment plans to resolve tax debt issues. Our team negotiates with the IRS to reduce penalties and establish manageable repayment terms for individuals and businesses.
Financial Planning
We create customized financial plans to achieve retirement, education savings, and investment goals. Services include risk assessment, tax-efficient strategies, and legacy planning to ensure long-term financial security.
People
John C. Carroll
Partner
John C. Carroll & Co Cpa's PC & Company, CPAs is a licensed CPA with expertise in tax strategy and business consulting. He focuses on delivering tailored financial solutions while maintaining a client-centric approach to accounting services.
Randy Carroll
Partner
Randy Carroll & Co Cpa's PC & Company, CPAs specializes in small business accounting and IRS resolution. With extensive experience in financial planning, he helps clients navigate complex tax challenges and achieve compliance.
Steven Smith
CPA
Steven Smith provides expert accounting and advisory services, emphasizing strategic business growth. His background includes corporate finance and tax planning for diverse industries.
Jim Carroll
Counsel
Jim Carroll & Co Cpa's PC & Company, CPAs offers specialized tax counsel and compliance guidance. His 30+ years in public accounting ensure clients receive seasoned advice on regulatory and financial matters.
Luis Ibarra
Enrolled Agent
Luis Ibarra focuses on tax preparation and resolution services. As an Enrolled Agent, he represents taxpayers before the IRS and develops strategies to resolve complex tax issues.
Questions
What tax services do you offer for individuals?
We provide tax preparation, planning, and IRS resolution services tailored to individual needs, ensuring compliance and maximizing refunds.
How can you help small businesses with accounting?
We handle bookkeeping, financial statements, payroll, and cash flow management to support small business financial health and growth.
Do you assist with estate and trust tax issues?
Yes, we offer specialized planning and compliance services for estates, trusts, and probate-related tax matters.
Are you qualified to represent clients before the IRS?
Our CPAs and Enrolled Agents are authorized to represent clients in IRS audits, collections, and tax dispute resolution.
What sets your firm apart from other accountants?
We combine technical expertise with personalized service, leveraging decades of experience and advanced accounting tools for optimal client outcomes.
