Smart Accounting Services
Accounting solutions designed to help small businesses manage their finances efficiently.
CPA Firm · Marietta, Georgia
Your trusted CPA firm, your small business partner.
At Winslett & DeFoor CPAs PC, we are Certified Public Accountants dedicated to helping businesses in Marietta and the surrounding communities succeed financially by providing quality tax, accounting and business advisory services.
Free initial consultation · Ask for Roger Winslett or Greg DeFoor
- Certified Public Accountants
- Small businesses & individuals
- AICPA & Georgia Society of CPAs
- Marietta, GA & surrounding communities
How we help
Quality tax, accounting and business advisory — under one roof
Assisting you with your accounting and tax needs is only part of the process. Our aim is to build long-term, client-focused relationships — we approach each client relationship as if we were partners in your business.
Proactive Tax Planning
Proven strategies to reduce liabilities and save money in federal and state taxes.
Industry Accounting Services
Tax, accounting, and bookkeeping services for construction contractors, doctors, dentists, and more.
About the firm
A local firm built on trust, respect and lasting relationships
Winslett & DeFoor CPAs PC was established as a full service CPA firm to serve the tax, accounting and consulting needs of individuals and small businesses in the Marietta area — including Sandy Springs, Roswell, Smyrna, Alpharetta, Kennesaw and more.
We strive to strike the perfect balance between small, local, attentive service and professional experience and expertise. We take the time to know and understand your business and individual financial needs so that we may deliver personalized service that will help you achieve your goals.
We believe that listening is the foundation of a lasting client relationship built on trust and respect. Our goal is to provide financial leadership, guidance and advice that you can really use to help you grow your business and become more successful.
“We approach each client relationship as if we were partners in your business.”
Roger D. Winslett, CPA
Certified Public Accountant · Founder
Roger Winslett has widespread experience in tax services, auditing and financial consulting, including business planning, business evaluation and management services. His experience includes a broad range of industries with an emphasis on construction contractors, real estate sales and development, mortgage lenders and brokers, homeowner and condominium associations, doctors, retailers, franchisors, consultants, personal services providers and direct mail advertisers.
Roger graduated from Auburn University at Montgomery with a degree in Accounting. After his initial work in public accounting, he spent over twenty years working in private industry with employers ranging from small construction companies to serving as a middle manager in a Fortune 50 telecommunications company. In 2000, he decided to open his own firm and use his management experience to help business owners better manage their companies.
Roger is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. He is married with four children and has lived in Cobb County since 1984. He is heavily involved with church activities and teaches adult Bible classes regularly, serves on the board of directors for his Homeowners Association, and works with the local schools.
- Georgia CPA
- Alabama CPA
- AICPA
- GSCPA
Winslett & DeFoor is led alongside partner Greg DeFoor — call and ask for Roger or Greg.
What we do
A wide variety of accounting and tax services
Our Marietta CPA firm offers a complete range of accounting, tax and consulting services to meet the needs of your business — plus specialty services for the unique needs of each individual client.
Accounting services
Accounting solutions that give your business an edge
We offer sophisticated accounting solutions that give you the tools to identify financial trends, monitor cash flow, and control costs — so your business stays lean and profitable while we keep your records correct and accurate.
Small Business Accounting
A full-service accounting firm for Marietta businesses of all sizes — personalized, responsive service from dedicated professionals who help you manage your business and keep your finances on track.
- Accounting & bookkeeping
- Financial statement preparation
- Compilations, reviews & audits
- Payroll
- Outsourced CFO & budgeting
- Cash flow management
Business & Financial Consulting
We help your business identify areas negatively affecting profitability and growth, and develop solutions that are practical and technically sound — financial management, operational support, risk management and strategic planning.
- Strategic business planning
- New business advisor
- Succession & estate planning
- Budgets & projections
- Business loan assistance
- Turnaround assistance
Forensic Accounting & Litigation Support
Financial analysis in situations where fraud is suspected. Our experts have the benefit of being both traditional accountants and Certified Fraud Examiners, and support attorneys and their clients in quantifying economic losses.
- Fraud & embezzlement investigation
- Damage & lost-profit analysis
- Records examination & reconstruction
- Insurance claims analysis
- Funds-flow tracing
- Divorce & matrimonial support
QuickBooks Services
QuickBooks is the number one accounting software used by small businesses, and we have the skills to install, set up, train and support it — with periodic reviews to keep your accounts accurate.
- Choosing the right version
- Setup & installation
- Training
- Ongoing maintenance
- Regular bookkeeping review
Incorporation & New Business Advisor
Business formation and incorporation doesn't have to be complicated. We take the time to learn your plans and recommend the right entity so your choice suits your needs now and minimizes future tax liability.
- Small business start-up
- Entity selection — S-Corp, C-Corp, LLC, Partnership
- Business plan development
- Cash flow projections
- Bookkeeping & payroll services
Tax services
Beyond compliance — a strategy to save you money
Any accountant can prepare your taxes, but a good accountant will hunt for ways to reduce your tax obligations so you pay less. We go beyond compliance and develop a comprehensive strategy to save you money on taxes.
Tax Preparation
Trusted tax preparation at affordable rates for small businesses and individual taxpayers. We make sure you get every deduction and credit you deserve — a real person who cares reviews your documents so you only pay what you legally owe.
- Business tax preparation
- Personal income tax returns
- Multi-state tax filings
- Trust & estate tax returns
- Nonprofit tax returns (Form 990)
- Quicker refunds with e-file
Tax Planning
In our constantly evolving tax environment, tax planning must be proactive, not reactive. We work with you throughout the year so you never pay one dollar more than you are legally obligated to pay.
- Minimizing taxes for small businesses
- Income tax planning for individuals
- Succession planning
- Estate tax planning
- IRS audit representation
Industries we serve
The power of industry experience
We offer accounting services, bookkeeping solutions, and tax strategies specially designed around the needs of the industries we serve — managing your finances to accounting best practices and securing every appropriate tax incentive and deduction.
Construction
The construction industry has unique challenges because of its complex set of accounting rules and tax regulations, and our Marietta CPA firm specializes in serving it — helping you control job costing and increase profitability.
- General contractors
- Subcontractor trades
- Job estimating & costing
- Overhead rates & allocations
- CFO / controller services
Professional Services
Practical, effective accounting, tax and financial management for professional service firms — with a hands-on, proactive approach that makes us a valued business advisor to your growing practice.
- Doctors & dentists
- Chiropractors
- Law firms
- Technology
- Outsourced controllership
Consumer Services
We have the experience to address the complexities of the consumer services sector, providing specialized accounting, consulting and taxation services to help you get control of your money and become more profitable.
- Retailers
- Restaurants
- Franchises
- Insurance
- Automotive
Why clients choose us
Financial leadership you can really use
Our goal is to provide financial leadership, guidance and advice that you can really use to help you grow your business and become more successful.
Partners in your business
We approach each client relationship as if we were partners in your business, taking the time to know and understand your goals.
Listening first
We believe listening is the foundation of a lasting client relationship built on trust and respect.
Small-firm attention
The perfect balance between small, local, attentive service and professional experience and expertise.
Proactive tax strategy
We stay well-versed in the newest tax legislation so you never pay one dollar more than you are legally obligated to pay.
Free initial consultation
Ready to get started? Let’s talk.
Contact us for a FREE initial consultation, or call today and ask for Roger Winslett or Greg DeFoor to discuss your business needs with an experienced Marietta CPA.
Get in touch
Ready to get started? Let’s talk.
Contact us for a FREE initial consultation, or call us today at 770-579-9558 and ask for Roger Winslett or Greg DeFoor to discuss your business needs with an experienced Marietta CPA.
Call us 770-579-9558 Fax 770-579-9520 Email info@winslettdefoorcpas.com Marietta office 2255 Sewell Mill Road, Suite 330 Marietta, GA 30062
Serving
Marietta · Sandy Springs · Roswell · Smyrna · Alpharetta · Kennesaw · Acworth · Powder Springs · Woodstock — Cobb County, Fulton County, Cherokee County.
Request your free consultation
Prefer to write? Send a note and we’ll follow up to set up your free consultation.