Business Details
17 Years
experience
Trusted Accounting & Tax Solutions in Alpharetta, GA
CITITAX Associates, established in 2009, is a full-service accounting and tax firm dedicated to empowering clients with strategic financial solutions. Our team of certified professionals, including Enrolled Agents and CPAs, specializes in personalized tax planning, business accounting, payroll services, and QuickBooks expertise. With over two decades of combined experience, we prioritize client-centric approaches, offering tailored strategies to minimize liabilities and maximize profitability. Our commitment to ongoing education ensures clients receive up-to-date compliance guidance and innovative financial planning.We serve businesses and individuals in Alpharetta, GA, and surrounding areas, fostering long-term relationships built on trust, transparency, and measurable results. Our services extend to IRS audit representation, new business formation, and forensic accounting, addressing complex financial challenges with precision. By integrating technology-driven solutions like QuickBooks setup and training, we streamline accounting processes for efficiency. Recognized for quality service and community engagement, we provide complimentary consultations to help clients achieve both immediate and long-term financial goals.
Services
Tax Preparation
Payroll Services
QuickBooks Setup
Business Tax Planning
New Business Formation
IRS Audit Representation
Financial Planning
Estate Planning
Bookkeeping
Tax Problem Resolution
Details
- Year established: 2009
Highlights and features
- We offer 20+ years of combined experience in tax and accounting services.
- Our team includes certified professionals with Enrolled Agent and CPA credentials.
- We provide IRS audit representation and tax problem resolution expertise.
- We specialize in QuickBooks setup, training, and business process optimization.
- Our client-first approach creates personalized strategies for tax savings and growth.
Associations and certifications
- Enrolled Agent (EA)
- Certified Acceptance Agent (CAA)
- CPA
What people say
Expert tax guidance
Effective IRS representation
Personalized solutions
Timely service
Knowledgeable team
Services
Tax Preparation
Our comprehensive tax preparation services ensure accurate and timely filing for individuals and businesses. We optimize deductions and credits while maintaining compliance with federal and state regulations. Our team stays updated on evolving tax laws to provide strategic guidance that minimizes liabilities and maximizes refunds.
Payroll Services
We streamline payroll processing with customized solutions that handle tax calculations, direct deposits, and regulatory reporting. Our services reduce administrative burdens while ensuring compliance with IRS and state requirements. We offer flexible options including full-service payroll and online self-service platforms.
QuickBooks Setup
Our QuickBooks experts configure tailored accounting systems for seamless financial management. We handle initial setup, data migration, and staff training to ensure accurate financial tracking. Ongoing support includes monthly reviews and integration with payroll and tax planning processes.
Business Tax Planning
We develop proactive tax strategies to reduce business liabilities while supporting growth objectives. Services include entity selection, quarterly tax projections, and compliance planning. Our approach aligns with long-term financial goals to optimize profitability and regulatory adherence.
New Business Formation
We guide entrepreneurs through entity selection, licensing, and accounting system implementation. Our services include legal structure analysis, tax ID acquisition, and financial process establishment. We ensure new businesses launch with compliant accounting frameworks and strategic tax positioning.
People
Shybi Thomas
Founder & Enrolled Agent
With 20+ years of experience, Shybi Thomas specializes in tax strategy and IRS audit defense. He holds Enrolled Agent and Certified Acceptance Agent credentials, providing expert guidance for individual and business tax matters.
Bancy Philip
Director & CPA
Bancy Philip brings dual MBAs and CPA expertise in financial planning and corporate accounting. She specializes in strategic business consulting, combining tax knowledge with operational finance experience to drive client success.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and QuickBooks setup/training tailored to small business needs.
Can you help with IRS tax debt problems?
Yes, our Enrolled Agents specialize in IRS audit representation, offer-in-compromise negotiations, and tax debt resolution strategies.
Do you offer QuickBooks support for existing businesses?
We provide QuickBooks setup, data migration, staff training, and ongoing system optimization for established businesses.
What tax planning services are available for entrepreneurs?
We offer entity selection, quarterly tax projections, expense tracking systems, and strategic deduction planning for startups.
How do you handle payroll tax compliance?
We manage federal/state tax filings, W-2/1099 processing, and regulatory reporting to ensure complete payroll tax compliance.
