If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Contact us to learn more about our firm at (404) 395-6484 or to schedule a complimentary consultation to discuss your tax needs.

Certifying Acceptance Agent

What is a Certifying Acceptance Agent (CAA) ?


A Certifying Acceptance Agent is a person (business or organization ) who, pursuant to a written agreement with the IRS, is authorized to assist individuals and other foreign persons who do not qualify for a Social Security number but still need a Taxpayer Identification Number (TIN).

Can a Certifying Acceptance Agent (CAA) still submit Form W-7 to the IRS for taxpayers?

Yes. CAAs can still submit Form W-7 on behalf of clients. CAAs are allowed to use Form W-7 (COA) to certify that  they have reviewed and verified the original documentation or a certified copy from the issuing agency of those documents through face-to-face or video electronic interviews. CAAs must have the original identification documents in their possession during the interview, in order to se the security features and authenticate the documents. CAAs are required to submit copies of the documents that they reviewed along with the Form W-7 (COA). For dependents, CAAs are allowed to authenticate the passport and birth certificate. For all other documents, you are required to attach the original documents or certified copies from the issuing agency.

Audits, Reviews, and Compilations

We perform audits for not-for-profit, including Booster Clubs and PTA/PTSA organizations.

Our audit, review and compilation capabilities are a core part of our services. We tailor each process to the unique needs of your business. We deliver financial statements and reports that are clear, concise and acceptable to all outside parties and that can provide information and insight to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.

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Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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IRS Representation

An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.

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Notary Public

As a member of the American Society of Notaries we can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

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501(c) (3) Start-up


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Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

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1099 E-File Service

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Call today to schedule an appointment!