Professional Relationships

"“You can’t shake hands with a clenched fist.” – Gandhi

To meet the financial planning needs of our individual and corporate clients, we have established relationships with other Certified Public Accountants and legal counsel specialized in the area of estate and trust planning. Through our relationships, our clients have access to a wide range of select professionals.  In today's complex financial environment, clients will benefit from our integrated team approach.

Atlanta CPA Alliance

Exergy CPA LLC is a member of the Atlanta CPA Alliance and Accountant Resource LLC. These groups of elite firms brings together an incredible array of tax, accounting & auditing, and business consulting specialists who can address even the most complex and unusual business and personal situations. By sharing our resources and our individual experiences and experience, ACA and Accountant Resource firms are able to deliver the diversity of high-level services offered by much larger national firms.

 Referral Network

Our combined years of experience in business have provided us with the opportunity to meet and work with experts in many fields.  We are always happy to refer our contacts and client to the appropriate expert.  The better we understand your needs and goals, the better we can help you read out to someone who can resolve your need effectively.   So should you need an expert in any field, let us know.   We probably know a few top-notch people you need to meet.