Business Details
17 Years
experience
Your Trusted Partner for Accounting and Tax Solutions in Alpharetta
At CITITAX Associates, we have dedicated ourselves to empowering businesses and individuals in Alpharetta, GA, and surrounding areas since 2009. Our team, led by Shybi Thomas, an Enrolled Agent and CPA with over 20 years of industry experience, delivers personalized accounting, tax, and financial planning solutions. We prioritize a client-first approach, evaluating each client's unique goals to create tailored strategies that maximize profitability and minimize liabilities. Our expertise extends to IRS representation, business tax planning, QuickBooks setup, and succession planning, ensuring comprehensive support for both personal and business financial health.By combining technical proficiency with a commitment to transparency and client education, we aim to be a trusted partner in navigating complex financial landscapes. Our services are designed to adapt to evolving client needs, whether assisting startups with formation or guiding established businesses through audits and strategic planning.
Services
Tax Preparation
Payroll Services
QuickBooks Setup
Business Tax Planning
IRS Representation
Estate Planning
Audits & Reviews
New Business Formation
Cash Flow Management
Succession Planning
Details
- Year established: 2009
Highlights and features
- We offer over 20 years of combined experience in accounting and tax services.
- Our team provides personalized strategies tailored to your unique financial goals.
- We specialize in IRS representation and resolving complex tax problems.
- Our QuickBooks experts ensure you maximize software efficiency.
- We combine technical expertise with a client-first approach for transparent solutions.
Associations and certifications
- Enrolled Agent (IRS)
- CPA
What people say
Expert IRS representation
Personalized financial plans
QuickBooks expertise
Timely tax filing
Strategic advice
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing for individuals and businesses. We specialize in minimizing liabilities through strategic deductions and credits while maintaining compliance with federal and state regulations. Clients benefit from our expertise in handling complex tax scenarios, including audits and international tax considerations.
IRS Representation
We provide expert representation for IRS audits, liens, levies, and payment plans. Our team negotiates on your behalf to resolve tax problems efficiently, reducing penalties and interest while protecting your financial interests through proven strategies and direct communication with tax authorities.
QuickBooks Setup
Our QuickBooks setup services optimize your accounting system for accuracy and efficiency. We configure company files, train staff, and ensure proper implementation of features to streamline financial management, enabling business owners to focus on growth rather than bookkeeping complexities.
Business Tax Planning
We develop customized tax strategies for businesses to reduce liabilities and improve cash flow. Our planning incorporates deductions, credits, and entity structure optimization while aligning with long-term business goals, ensuring compliance and financial efficiency throughout the tax year.
Payroll Services
Our comprehensive payroll solutions handle tax calculations, filings, and employee payments. We ensure compliance with federal and state regulations while simplifying payroll processes, allowing business owners to focus on operations without the burden of administrative complexities.
People
Shybi Thomas
Founder & Managing Partner
Shybi Thomas, an Enrolled Agent and CPA with over 20 years of experience, leads CITITAX Associates. He specializes in strategic tax planning, IRS representation, and business financial solutions, combining technical expertise with personalized client service to deliver results-driven outcomes.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial analysis, audits, and business valuation services tailored to small business needs.
Can you help with IRS tax problems?
Yes, our Enrolled Agent represents clients in IRS audits, liens, levies, and payment plan negotiations to resolve tax issues.
Do you offer QuickBooks support?
We provide QuickBooks setup, training, and tune-up services to optimize your accounting processes and software efficiency.
What tax planning services are available?
We offer strategic tax planning for individuals and businesses, focusing on deductions, credits, and entity structure optimization.
How do you handle estate planning?
Our estate planning services include creating comprehensive strategies to manage and transfer wealth while minimizing tax implications.
