Business Details
37 Years
experience
Comprehensive Accounting Services in Athens, Georgia
Since 1989, our firm has provided comprehensive accounting solutions grounded in precision and integrity. Our team of certified professionals brings decades of collective experience in tax preparation, auditing, consulting, and financial planning. We serve individuals and businesses locally, nationally, and internationally, prioritizing clear communication and client-focused service. With expertise spanning complex estate planning, business tax strategies, and audit compliance, we deliver tailored solutions that align with evolving financial landscapes. Our commitment to excellence is reflected in our long-standing client relationships and consistent recognition for expertise in accounting best practices. 
Services
Individual Tax Services
Business Tax Services
Estate Planning
Auditing Services
Bookkeeping
Notary Services
Retirement Planning
Consulting
Payroll Reporting
IRS Representation
Details
- Year established: 1989
Highlights and features
- We have over 30 years of experience serving local, national, and international clients.
- Our team includes certified CPAs with specialized expertise in audit and tax law.
- We provide personalized reviews of tax documents using interactive client education tools.
- Our staff maintains active teaching roles in accounting education programs.
- We offer tailored financial reporting and reconciliation services for business clients.
What people say
Quick turnaround
Attention to details
Excellent service
Professional staff
Thorough preparation
Services
Individual Tax Services
We prepare and file individual tax returns for residents across Georgia, nationwide, and internationally. Our CPAs ensure compliance with evolving tax regulations while maximizing deductions. Services include review of income documentation, strategic tax planning, and electronic filing. With over 1,200 returns completed annually, we provide accurate, timely solutions for personal financial needs.
Business Tax Services
Specialized tax preparation for corporations, partnerships, and fiduciary entities. We handle quarterly filings, financial statement preparation, and IRS representation. Services extend to payroll tax reporting and state agency compliance. Our team serves approximately 435 business clients with customized strategies to minimize liabilities while maintaining regulatory compliance through accurate reporting.
Auditing Services
Certified audits conducted in accordance with GAAS and governmental standards. We examine financial statements for for-profit and nonprofit organizations, including 401(k) and 403(b) retirement plans. Our team provides review and compilation services adhering to AICPA guidelines. With former Ernst & Young auditors on staff, clients receive rigorous analysis for decision-making and compliance purposes.
Estate & Retirement Planning
Customized strategies to minimize tax impact on estates and retirement assets. We advise on trust management, inheritance planning, and retirement account optimization. Our specialists integrate estate tax projections with wealth preservation techniques. Services help clients protect assets while ensuring tax-efficient transfers to beneficiaries across generations.
Bookkeeping Services
Comprehensive bookkeeping support for small to mid-sized businesses. We offer QuickBooks and Sage accounting assistance, bank reconciliations, and customized reporting. Services range from monthly to annual maintenance based on client needs. Our specialists ensure accurate financial records that support strategic business decisions and streamline year-end tax preparation.
People
M. Alan Perry
Managing Partner
Licensed Georgia CPA with expertise in financial audits, tax preparation, and consulting. Former adjunct professor at University of North Georgia. Holds Master of Accountancy degree from Georgia College & State University. Member of AICPA, Georgia Society of CPAs, and multiple honor societies. Previously served non-profit substance abuse center board.
Sarah B. Simpson
Manager of Audit & Attest Services
Certified Public Accountant with 20+ years experience in financial audits. Graduated Magna Cum Laude from University of Georgia. Former Ernst & Young auditor. Teaches accounting courses at local institutions. Specializes in audit standards compliance and provides consulting services for business financial health assessments.
Connie Frank
Director of Business Development
Certified Human Resource Director with accounting certifications. Oversees business tax returns, payroll services, and estate planning. Holds associate's degree in accounting. Manages client relationships and service delivery. Active in community volunteer work with multiple local organizations.
Jason Jones
Director of Individual Tax
Over 15 years experience preparing individual tax returns. Former staff accountant at J. Allen Seymour CPA firm. Handles personal tax preparation and client document reviews. Assists with firm's digital infrastructure and website maintenance. Provides direct client support for tax-related inquiries.
Shawna Barr
Bookkeeping Specialist
Certified dental assistant turned accounting professional. Holds associate's degree in accounting from Athens Technical College. Supports corporate clients with bookkeeping needs. Pursuing bachelor's degree in accounting at University of North Georgia. Ensures accurate financial records for auditing and tax preparation processes.
Questions
What accounting services do you offer for small businesses?
We provide business tax preparation, payroll reporting, financial statement creation, and IRS representation for corporations, partnerships, and fiduciary entities.
Do you handle international tax returns?
Yes, we prepare individual and business tax returns for clients in Georgia, nationwide, and internationally with specialized compliance expertise.
What are your office hours?
Our Watkinsville office is open Monday through Friday from 8:00 AM to 5:00 PM for in-person meetings and consultations.
Do you offer estate tax planning services?
Yes, our CPAs specialize in estate and retirement planning to minimize tax impact on inherited assets and retirement accounts.
Can I send documents electronically?
Yes, we provide secure document upload options and accept electronic submissions through our client portal for tax preparation needs.
Are you available for IRS audit representation?
Yes, our certified professionals represent clients during IRS audits and provide compliance solutions for tax disputes.
