Who We Are

We have been working with individuals and businesses in the Atlanta, Georgia area since 1990 when Linda Ross began the business working from home.  It has since grown to include two locations, the Atlanta office which Linda operates and the Kennesaw office which Richard Ross opened in 1999.

When the company began, the sole focus was on accounting & taxes and maintaining an expertise in that field. While we currently pride ourselves on nothing less, it has become apparent over the past view years there is an increasing demand for expertise in other financial areas. In order to best serve our clients, in 2004 we expanded to include financial services and investment planning* in the business. Across the board we found that there are eight financial issues that affect almost everyone at one point in their life, we refer to these as The 8 Paths to Prosperity. We found that in most cases these issues are either not fully addressed or they are addressed in an uncoordinated fashion. It is imperative for someone to attain financial success they recognize the interrelated nature of financial planning+ and taxes; LS Ross CPA’s & Financial Services has a plan to do just this. Today our locations offer professional tax services, financial planning+ opportunities, life and health insurance and business financing options through Wells Fargo Bank.
 

For more information on investments and planning for the future please view our ‘Investment Services and Financial Planning’ page.

 

* These services are offered by Richard Ross and Jennifer Dorward through their affiliation with HD Vest Investment Services SM.
+These are offered by Richard Ross through his affiliation with HD Vest Advisory Services SM.