Killingsworth Spencer, LLC

Tax work and bookkeeping for Atlanta-area businesses

In Roswell, Georgia, Killingsworth Spencer, LLC is a CPA firm that provides tax preparation, accounting, QuickBooks bookkeeping and IRS problem resolution to businesses. Its work is aimed mainly at owners of small and mid-sized companies in the Atlanta metropolitan area. Clients are drawn from the northern suburbs such as Roswell, Johns Creek and Alpharetta, from the Marietta and Sandy Springs side of the metro, and from smaller communities further out such as Acworth and Woodstock.

Long-term advice that starts with the owner's goals

The firm describes its relationship with business clients as long term and transparent. Its accountants meet each client to learn about the business, its short-term and long-term goals and the owner's plan for an eventual exit, and then advise on the steps that lead there. The approach is hands-on throughout the year rather than only at tax time, so the owner stays on track toward the targets that have been agreed.

Individual tax and financial decisions beyond the company

Individuals are also served. The firm works with people on tax and financial situations that call for careful decisions, and the matters it lists are divorce, real estate, estates and trusts, medical professionals and high net worth individuals. The aim is to help each client make informed personal decisions alongside the decisions taken for the business.

Preparing returns, keeping books and resolving IRS matters

Tax planning and preparation covers returns for businesses and individuals, with planning carried out during the year as well as at filing time. Small business accounting covers a company's books through the year, and QuickBooks bookkeeping is offered to small companies that keep their records in that software. The IRS and state resolution work is aimed at problems raised by the federal tax agency or a state department of revenue, where a business or person needs help to clear a dispute or an unpaid tax position.

Exit planning and advisory for a long career of experience

The advisory service covers business goals and planning for an exit. The firm's own writing on exits makes the point that a plan is already taking shape whether or not an owner has chosen one, and it advises owners to plan for that from the start. It reports that its staff have more than one hundred years of CPA, tax and accounting experience between them, and says that experience is used to advise owners on many facets of their business.