Pathwise CPA Group

Pathwise CPA Group is a full-service tax, accounting, and business consulting firm based in Watkinsville, Georgia, with offices in Athens and Atlanta. The firm serves individuals, businesses, and nonprofit organizations, combining tax and financial expertise with personalized guidance. Its advisors focus on tax planning and strategy, helping clients understand their options, manage obligations, and preserve, protect, and grow after-tax wealth.

Individual services include tax preparation, personal financial and retirement planning, estate planning, elder care, and wealth management. Business offerings span accounting, bookkeeping, payroll, cash-flow management, part-time CFO support, financing assistance, business valuation, advisory services, financial planning, succession planning, and new business formation. Pathwise also provides business, estate, and trust tax preparation and planning, along with tax relief and IRS-related assistance for issues such as audits, back taxes, liens, levies, and payment plans.

QuickBooks services include setup, training, question support, and tune-ups. Through an educational and transparent approach, the firm aims to make financial and tax matters clearer and deliver a tailored client experience