J Ray CPA, PC

J Ray CPA, PC

New
Offers online services
New
Offers online services

About

We are a small firm in Woodstock Georgia that helps small business and individuals with their tax and accounting needs. We take the holistic approach where a small business can't really be separated from the owners, and so we look for integrated solutions that help the individual achieve long term goals such as retirement and succession planning with their small businesses. I've been a CPA for over 35 years, and havel also been a Certified Financial Planner for over 20 years.

I enjoy working with my clients, and have established long term relationships that in some cases have lasted more than 30 years. I've been in the Atlanta Metro area since 1987 and currently live and work in Cherokee County, Georgia.


Highlights

10 employees
14 years in business
Serves Woodstock , GA
Offers online services

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Frequently asked questions

We normally meet on the phone where I assess the needs to see if there is a fit.  If the prospect is interested, I'll get them set up on our system so they can share sensitive information through our portal.  Often we will quote a monthly fixed price for ongoing services such as bookkeeping and payroll, other times we will just bill for work as it's performed.

Over 35 years of experience as CPA in public practice, specializing in small business.  Graduated from Indiana University with BS and MBA, CPA certificate, also a Certified Financial Planner.  I don't do investment selection, but work with clients for long term goals such as retirement planning, business succession and the like.


Services offered

Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll