Best Accounting & Tax Solutions

What Best Accounting & Tax Solutions does

Best Accounting & Tax Solutions is a privately held, small U.S. CPA firm headquartered at 3575 Koger Blvd, Ste 100, Duluth, Georgia, serving individual taxpayers and small businesses. It is led by principal owner Joyce Ghu, who holds CPA, CFP®, PFS, RSSA®, and CGMA designations. The firm markets tax preparation and planning across all 50 states while concentrating its physical presence in the Duluth, GA metro area.

The firm operates six core service lines — Tax Preparation and Planning, Accounting and Bookkeeping, Business Consulting, Part-Time CFO Services, Payroll, and IRS Tax Problem Resolution — sold directly to consumers and SMBs through its website, phone, online appointment scheduling, and referrals. There is no proprietary technology platform; the firm runs on CountingWorks PRO for website hosting, client portal, secure document sharing, and online payments, supplemented by standard tax preparation and accounting software. Distribution is purely direct, with no third-party resellers, and marketing is executed through content (blog and 100+ financial calculators), email newsletter, and Joyce Ghu's personal-brand social channels on YouTube, Twitter/X, Facebook, and LinkedIn plus review platforms (TaxBuzz, Google, Facebook, Yelp).

Revenue mechanics are professional-services-based: fees are quote-based per engagement and not publicly disclosed, and pricing is set during consultation based on complexity. The firm has no disclosed funding, no institutional investors, no subsidiaries, and no reported revenue. Its principal asset is the personal reputation and multi-credential expertise of Joyce Ghu, with technology, brand, and reach serving as supporting infrastructure rather than as standalone product or platform offerings.

Name

Best Accounting & Tax Solutions

Legal name

Best Accounting & Tax Solutions

Website

https://besttaxcpas.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Best Accounting & Tax Solutions is a privately held, small Duluth, GA-based CPA firm led by Joyce Ghu, providing tax preparation, accounting, bookkeeping, payroll, business consulting, part-time CFO, and IRS tax problem services to individual taxpayers and small businesses across all 50 states.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Tax Preparation Services (541213)

SIC

Services-Management Services (8741)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Tax Return Filing, Processing & Assessment (BPAIADAC), Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Tax preparation services
• Accounting and bookkeeping
• Small business consulting
• Part-time CFO services
• IRS tax resolution

Headquarters

HQ city

Duluth

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Tax Preparation and Planning: Tax return preparation for individuals and businesses across all 50 states, with ongoing tax planning services to minimize tax liability.
2. Accounting & Bookkeeping: Small business accounting and bookkeeping services to maintain accurate financial records.
3. Business Consulting: Advisory services on business start-ups, finance, operations, and profit planning.
4. Part-Time CFO Services: Financial leadership and oversight services for businesses needing executive-level financial guidance.
5. Payroll Services: Payroll processing and management for business clients.
6. IRS Tax Problem Resolution: Assistance with IRS tax problems including audits, levies, liens, and back taxes.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Best Accounting & Tax Solutions is a CPA firm that prepares individual and business tax returns (qualified in all 50 states) and delivers year-round tax planning, small business accounting and bookkeeping, business consulting, fractional/part-time CFO services, payroll processing, and IRS tax problem resolution (audits, levies, liens, back taxes). Service delivery is anchored by the principal CPA and supported by a secure digital client portal, online scheduling, and a library of financial calculators.

Product overview

Best Accounting & Tax Solutions operates as a CPA firm offering professional accounting and tax services, built on the CountingWorks PRO technology platform. The core service offering includes Tax Preparation and Planning, Accounting & Bookkeeping, Business Consulting, Part-Time CFO Services, Payroll, and IRS Tax Problems resolution. The firm supplements its professional services with digital tools including a Secure Client Portal, Online Appointment Scheduling, a Tax/Payroll/Personal Finance Calculator library (100+ calculators), and client newsletter services. The technology platform enables secure file sharing, online payments, and tax refund tracking. The product portfolio functions as an integrated service offering where professional expertise is enhanced by digital tools rather than a standalone software product.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation and Planning Federal and state tax return preparation for individuals and businesses across all fifty states, paired with year-round proactive tax planning designed to minimize tax liability. Service is delivered by the principal CPA with continued education to maintain preparation skills.
• Accounting & Bookkeeping
• Business Consulting
• Part-Time CFO Services
• Payroll
• IRS Tax Problems

Quantifiable outcome

• Dedicated to keeping tax preparation skills honed with continuing education courses throughout the year

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

One partnership is on record.

• CountingWorks PROcoreTechnology or IntegrationCountingWorks PRO provides the technology platform powering the firm's client management, secure document sharing, appointment scheduling, and client portal. The firm is Powered by CountingWorks PRO.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• H&R Block: Largest U.S. retail tax preparation chain, offering individual and small-business tax filing, bookkeeping, and advisory services. Directly comparable as a tax-preparation service provider, though operating at vastly greater scale across both physical offices and digital channels.
• Liberty Tax: Franchised retail tax preparation brand serving individual and small-business clients across the U.S. Overlaps directly with Best Accounting & Tax Solutions in core tax preparation and IRS problem resolution services for SMB and consumer segments.
• Jackson Hewitt: National retail tax preparation chain focused on individual taxpayers, including assisted in-person and online filing. Compares to Best Accounting & Tax Solutions as a mass-market tax preparation service provider with multi-state reach.

Broad incumbents

• BDO USA: Global accounting network's U.S. member firm offering tax, advisory, and accounting services to mid-market and SMB clients. Overlaps with Best Accounting & Tax Solutions across tax preparation, planning, and business advisory, but with far broader geographic and capability depth.
• CBIZ: Public business advisory and accounting firm offering tax, accounting, payroll, and fractional CFO services to SMB and mid-market clients. Comparable to Best Accounting & Tax Solutions across the full small-business service stack, but at materially greater scale.
• Marcum LLP: Top-15 U.S. accounting and advisory firm providing tax, assurance, advisory, and outsourced accounting to mid-market businesses. Compares through its tax compliance and small-business advisory practices, though focused on larger engagements than Best Accounting & Tax Solutions.
• Andersen Tax (Andersen): Independent tax and advisory firm specializing in individual and business tax services across all 50 states. Highly comparable to Best Accounting & Tax Solutions on multi-state tax capability, though operating as a much larger independent alternative.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm serving mid-market private businesses with tax, audit, advisory, and outsourced accounting. Overlaps with Best Accounting & Tax Solutions on tax, bookkeeping, and fractional CFO services, but serves larger clients with broader portfolio capabilities.

Emerging players

• Intuit TurboTax Live: Intuit's hybrid DIY-plus-human-assisted tax preparation product offering CPAs and EA-assisted filing alongside software. Competes with Best Accounting & Tax Solutions in the same individual and small-business tax preparation category, with stronger brand and technology but a less personal service model.
• Pilot (Bookkeeping.com): Tech-enabled bookkeeping and accounting services provider for small businesses and startups. Competes with Best Accounting & Tax Solutions for small-business bookkeeping and fractional accounting engagements, but delivers through a software-led, scalable model rather than local CPA relationships.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/besttaxcpas
• YouTubeyoutube.com/c/joyceghucpa
• Facebookfacebook.com/BestTaxCpas
• LinkedInlinkedin.com/company/best-accounting-tax-solutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Best Accounting & Tax Solutions