Need to make an appointment? Please email the front desk or call us at (706) 677-2700 — appointments must be scheduled through Bre or Candice at our front desk.

Client Support

We’ll point you to the right team

Not sure where to start? Choose a path.

Tax prep & planning

Best if you need a return filed, an IRS/GA notice handled, or multi-state guidance.

Payroll & HR filings

For employers adding staff, handling W-2/1099, or needing quarterly/annual filings.

Bookkeeping & analysis

When you want monthly books, financials, and cash-flow clarity.

Meet Our Administrative Team

Administrative Team

Not sure what you need? Start here. Our front desk will ask a few quick questions and connect you with the right person.

Administrative Team

Bre and Candice

How we can help

  • • Help you choose the right service
  • • New client questions & next steps
  • • Business setup guidance (who to talk to)
  • • Document uploads & portal help
  • • Appointment scheduling & reminders
  • • Direct you to Tax Prep or Payroll support

What happens on the first call

  • We confirm whether you need tax, payroll, bookkeeping, or a mix.
  • We gather timelines (deadlines, payroll dates, notices).
  • We share a pricing range and next steps checklist.
  • We set your preferred communication channel (phone, email, portal).
Upload documentsCall (706) 677-2700

Client support FAQs

Quick answers to the most common questions we get.

How do you decide who I talk to first?

Our front desk asks a few questions, then routes you to tax prep, payroll, or accounting so you get the right specialist immediately.

Can everything be done remotely?

Yes. We use secure upload and e-sign for remote clients, with in-person appointments by request.

Do you handle new business setup?

We guide entity selection, registrations, bookkeeping setup, and payroll onboarding for new businesses.