Cumming · Forsyth County, GA
Simple returns in the spring. Bookkeeping and straight advice the other eleven months.
Renee Calloway works with individuals who want a tax return done right, and small business owners — several of them local contractors — who want a CPA who already knows their numbers before a decision has to get made about them.
- In practice in Forsyth County
- 13 yrsIn practice in Forsyth County
- Kinds of client — we serve both well
- 2Kinds of client — we serve both well
- Returns and business books handled each year
- 340+Returns and business books handled each year
- Cost of an intro call
- $0Cost of an intro call
Credentials
- Licensed CPA, Georgia State Board of Accountancy
- QuickBooks Certified ProAdvisor
Two kinds of client
One reaches us in a panic every April. The other calls us in June.
Most accounting sites treat every visitor the same. That's how a $300 return ends up eating the week that should have gone to a business client worth ten times as much.
The individual return
One W-2, maybe a rental. A straightforward return prepared right, reviewed by the same person every year.
Individual tax servicesThe small business client
Bookkeeping, payroll and advisory, year-round — for a business that plans to still be here in six years, not just at tax time.
Business accounting & advisoryWhy us
What we do differently
We tell you which kind of client you are
A simple return and a growing business need different things from a CPA, and we say so up front instead of running every engagement the same way.
The same person all year, not just in April
Whoever closes your books in July is the one who signs your return in March — nothing gets re-explained to a stranger at tax time.
No account numbers, ever, through this website
Anything financial you need to send us goes through our secure client portal, never through a contact form or an email attachment.
We say when the answer is "not this year"
A new entity, an S-corp election, a cost-segregation study — we'll tell you honestly when the paperwork costs more than it saves.
How it works
A monthly close, not a March scramble.
- Step 1
A free intro call
About twenty minutes. What changed in your year, what you need, and an honest answer on whether we are the right fit.
- Step 2
Your books get set up or reviewed
QuickBooks set up correctly, or an existing file reviewed and cleaned up — so what follows is built on numbers you can trust.
- Step 3
Every month closes on schedule
Not once a year in March. A monthly close means the number on your screen in June is the actual number.
- Step 4
Tax season is a formality, not a scramble
Your return is prepared by the person who already knows your books, from numbers that were never a mystery to begin with.
What we do
Tax, bookkeeping, and the advisory work in between.
Individuals
Individual Tax Preparation
Quoted after an intro callOne W-2 or five — federal and Georgia returns prepared and filed, with an actual review of what changed since last year rather than data entry.
Tax Planning
Quoted after an intro callA conversation before December about what you can still do to change what you owe in April — not a call that happens after it's too late to act on it.
Business
Bookkeeping & Monthly Accounting
Quoted after an intro callYour books closed every month, not cleaned up once a year in March — so the number you see in June is a number you can actually trust.
Business Tax Preparation
Quoted after an intro callS-corp, partnership and sole-proprietor returns prepared by the same person who did your books all year, not handed off cold in April.
Payroll Processing
Quoted after an intro callPayroll run on schedule, payroll taxes filed on time, and W-2s that match your books at year end.
CFO & Advisory Services
Quoted after an intro callA monthly look at what the numbers actually mean — cash flow, pricing, whether now is the time to hire — for a business that has outgrown guessing.
New Business Formation
Quoted after an intro callLLC or S-corp setup, an EIN, and books built correctly from day one, so year one doesn't have to get redone in year two.
QuickBooks Setup & Cleanup
Quoted after an intro callYour QuickBooks file set up right, or cleaned up if it's been drifting, so the reports coming out of it are ones you can actually rely on.
Before you call anyone
Do you actually need a CPA this year?
Software is genuinely fine for a lot of returns. Here's how to tell which one you are.
When tax software is probably enough
- One W-2, no side income, and the standard deduction
- No home sale and no stock sales beyond a routine 1099-DIV
- No business, rental property, or K-1 income anywhere on the return
When it's worth an intro call
- You started a business, a side gig, or a rental property this year
- You received a K-1, sold a home, or had a major life change — marriage, a new baby, a move
- Your refund or balance due surprised you last year and you don't know why
- You're not sure whether you should be an LLC, an S-corp, or neither
“A CPA who only sees you in April isn't managing your taxes. They're reacting to them.”
From clients
What people say afterward.
4.9from 127 reviews on Google
“I'd been doing my own taxes with software for years until I started a side business. Renee found two deductions the software never would have caught, and actually explained why.”
Katherine B.
Individual return, first year as an LLC
“We'd gone through three bookkeepers in two years before Calloway & Company. Marcus closes our books the same week every month now, and we finally trust the number on the screen.”
Tom Reyes
Owner, Reyes Roofing & Exteriors
“Renee told us an S-corp election wouldn't save us enough yet to be worth the extra filing. Every other firm we asked just said yes.”
Priya Anand
Small business owner, Cumming