Business Details
We are Shubert and Company and Company, a trusted financial services firm that has operated continuously since 1978. For more than four decades, we have delivered personalized accounting, tax, and financial guidance to a select clientele of individuals and businesses across Georgia and the United States. Our team holds extensive specialized expertise spanning basic tax management and bookkeeping to complex audits, financial statement preparation, and long-term financial planning. We take a proactive, client-centered approach to problem-solving, working closely with each client to identify their unique goals and design tailored programs to meet those objectives. Our services include investment consulting, retirement planning, estate and business planning, and insurance consulting to address every facet of our clients' financial well-being. We adhere to the strictest ethical and professional standards as members in good standing of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.
Client privacy is a top priority for our team, and we conduct all business with the utmost confidentiality to protect sensitive financial information. We are committed to delivering accurate, timely, and actionable financial information that empowers our clients to make informed decisions. Our firm combines the deep technical knowledge of a large practice with the personalized, one-on-one attention of a small local business. We measure our success by the satisfaction and financial success of our clients, and we welcome referrals from those who have experienced our high-quality service. Whether you require ongoing accounting support or temporary project-based assistance, we are dedicated to helping you achieve your personal and business financial goals.
Client privacy is a top priority for our team, and we conduct all business with the utmost confidentiality to protect sensitive financial information. We are committed to delivering accurate, timely, and actionable financial information that empowers our clients to make informed decisions. Our firm combines the deep technical knowledge of a large practice with the personalized, one-on-one attention of a small local business. We measure our success by the satisfaction and financial success of our clients, and we welcome referrals from those who have experienced our high-quality service. Whether you require ongoing accounting support or temporary project-based assistance, we are dedicated to helping you achieve your personal and business financial goals.
Highlights and features
- We are members of the AICPA and Georgia Society of CPAs.
- We have provided personalized financial guidance since 1978.
- We uphold strict client confidentiality for all sensitive data.
- We blend large-firm technical expertise with one-on-one client attention.
- We design custom financial programs to meet each client's unique goals.
Services
Tax Planning
We provide comprehensive tax planning and preparation for individual and business clients across Georgia and the U.S. Our team stays current on all federal and state tax rules to minimize your liability and ensure full compliance. You will receive personalized, accurate tax support tailored to your unique financial situation to help you meet your goals.
Accounting Services
We offer full-service accounting and bookkeeping for small businesses, independent professionals, and corporate clients of all sizes. Our team handles all routine financial recordkeeping, reconciliations, and reporting to give you clear, accurate insight into your financial performance. You will save time and reduce administrative burden while ensuring your financial records are organized and audit-ready at all times.
Audit Services
We provide thorough audit and financial statement preparation for businesses, non-profit organizations, and other entities requiring formal financial reporting. Our experienced CPAs follow all professional auditing standards to deliver accurate, reliable financial statements that meet regulatory and stakeholder requirements. You will gain credible, transparent financial documentation that supports informed decision-making and builds trust with investors, lenders, and partners.
Retirement Planning
We deliver personalized retirement planning guidance for individuals and business owners seeking long-term financial security in retirement. Our team evaluates your current financial status, risk tolerance, and retirement goals to create a customized strategy that maximizes your savings and income potential. You will receive clear, actionable advice to help you build a retirement nest egg that supports your desired post-work lifestyle.
Payroll Services
We offer reliable, accurate payroll processing and administration for small and medium-sized businesses to streamline this time-consuming operational task. Our team handles all payroll tax calculations, withholdings, filings, and compliance requirements to ensure you meet all federal and state regulations. You will reduce administrative overhead, avoid costly payroll errors, and ensure your employees are paid accurately and on time every pay period.
