Helping You Achieve Financial Success, One Client at a Time.
At CPA Financial Advantage, P.C., we are dedicated to providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. With years of experience and a team of certified professionals, we are committed to helping our clients achieve financial viability in the present while taking a proactive approach to achieve future goals.
Our Mission
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. We are dedicated to meeting these goals with high standards of excellence and professionalism.
Our Services
We provide a wide range of services to individuals and businesses in a variety of industries. Our services include tax management and accounting services, audits, financial statements, and financial planning. We also offer specialized services such as forensic accounting for attorneys and financial planning. Our team of certified professionals is committed to providing personalized guidance and expertise to help our clients achieve their financial goals.
Our Team
Our team is comprised of certified professionals with years of experience and expertise in the financial industry. Our team members include Paul McLeod, CPA, Helen C. Greenwell, CPA, CFP, and Quintan A. Williamson, CPA. Each member of our team is dedicated to providing high-quality service and personalized guidance to our clients.
Overall Experience
The reviewers have had varying experiences with COA Financial, ranging from extremely satisfied to extremely dissatisfied.
Positive Experiences
Expertise and Customer Service
Several reviewers praised the team's expertise and customer service, mentioning that they felt like part of the family and received personalized attention. They appreciated the thorough work done on their taxes, including depreciation on rentals and other details that were previously overlooked.
Premium Service
Some reviewers acknowledged that the service rate was premium, but felt that it was worth it for the quality of work and peace of mind that came with it.
Negative Experiences
High Fees and Misleading Billing
Some reviewers were unhappy with the high fees charged by COA Financial, with one reviewer being billed $375 for a phone call and another feeling that the fees were not justified.
Lack of Transparency
A few reviewers felt that the company was not transparent about their fees and services, with one reviewer feeling misled about the preparation fees and another feeling that the company was not forthcoming about their services.
Poor Communication
Some reviewers experienced poor communication from the company, with one reviewer feeling strung along for several months and another feeling that the company did not provide adequate explanations for their services.
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