Business Details
19 Years
experience
Trusted Accounting Services in Atlanta, GA
Peter Graham, CPA PC is a full-service accounting firm dedicated to providing comprehensive financial solutions for individuals and businesses. With over 15 years of experience in public accounting and corporate finance, we specialize in tax preparation, financial planning, and business advisory services. Our team combines deep industry expertise with cutting-edge technology to deliver personalized strategies that optimize financial outcomes. We serve clients across diverse sectors including construction, healthcare, technology, and retail, ensuring tailored solutions that meet unique needs.Our commitment to excellence is reflected in our meticulous attention to detail, proactive approach to tax savings, and dedication to client education. We prioritize transparency, ethical practices, and long-term partnerships, empowering clients to make informed financial decisions. By maintaining membership in professional organizations like the American Institute of CPAs, we stay at the forefront of industry developments to better serve our clients.
Services
Tax Preparation
Financial Planning
QuickBooks Setup
Estate Planning
Business Accounting
IRS Representation
Payroll Services
Audit Support
Tax Problem Resolution
Technology Integration
Details
- Year established: 2007
Highlights and features
- We offer 15+ years of experience in accounting and tax services across multiple industries
- Our team provides personalized financial strategies tailored to individual client needs
- We combine technical expertise with cutting-edge accounting technology solutions
- Our CPA credentials ensure adherence to highest professional standards
- We maintain long-term client relationships through transparent communication and results
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We specialize in maximizing deductions while maintaining compliance with current tax regulations. Our team stays updated on evolving tax laws to provide strategic planning that minimizes liabilities and optimizes refunds for both personal and corporate clients.
Financial Planning
We develop comprehensive financial plans addressing retirement strategies, education funding, estate planning, and investment management. Our approach combines risk assessment with long-term goal setting to create personalized roadmaps for achieving financial security and intergenerational wealth transfer.
QuickBooks Setup
Our QuickBooks implementation service includes system configuration, chart of accounts setup, and data migration. We customize the software to match your business processes and provide staff training to ensure efficient utilization of accounting technology for improved financial management.
Estate Planning
We assist with creating comprehensive estate plans including wills, trusts, and tax strategies to preserve wealth. Our services address probate avoidance, tax minimization, and asset distribution according to client wishes while ensuring compliance with current estate laws.
IRS Representation
Our firm provides expert representation for IRS audits and tax controversies. We handle back tax filings, payment plan negotiations, and resolution of tax liens and levies. Our experience with IRS procedures helps clients achieve favorable outcomes while minimizing financial impact.
People
Peter T. Graham
Certified Public Accountant
Founder with 15+ years experience in accounting and tax services. Former CFO at Atlanta software company. Expertise in construction, healthcare, and technology sectors. Member of AICPA and Georgia Society of CPAs. Focuses on financial strategy and tax optimization.
Cullen K. Graham
Technology Advisor
Technology specialist with Apple certifications in Mac Integration and Management. Focuses on accounting software implementation and cybersecurity. Helps clients optimize technology for improved business efficiency and data protection through modern IT solutions.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, payroll processing, financial statement preparation, and tax planning tailored to your specific industry needs.
How can you help with tax preparation and planning?
Our expert CPAs handle individual and business tax preparation while developing strategic tax planning solutions to minimize liabilities and maximize refunds.
Do you offer QuickBooks setup and training?
Yes, we provide complete QuickBooks setup, customization, and training to ensure your accounting system meets your business requirements.
What tax problem resolution services do you provide?
We assist with IRS audit representation, back tax filings, payment plans, lien/levy releases, and offer in compromise negotiations.
How do you approach financial planning for individuals?
We create personalized financial plans addressing retirement, education funding, estate planning, and investment strategies to achieve long-term goals.
