If you happen to be looking for an investment adviser, we can give some advice that can save you…read moreaggravation - and money. Permit us to share the dreadful experiences we had with the firm of Carmichael Hill & Associates in Gaithersburg, Md. We foolishly hired them to manage our savings. While it's true the Dow dropped 5.6% in 2018, our investments managed by Carmichael that year plummeted more than 7%. But that's not the worst of it. Consider their track record with us: They recommended some 50 investments in the short time we permitted them to manage our money. 41 were losers! We lost tens of thousands of dollars letting this firm manage our money. Oh, and they continued to take thousands of dollars in fees from our accounts. They made their money while we lost big. They argued we approved every one of their suggested trades. In truth, we were captive to their supposed expertise. Well, their record speaks for itself. Before you decide upon the very important decision of who gets the privilege to manage your money, consider our experiences with Carmichael and think long and hard. Trust me, you don't wish to follow in our footsteps.

Enough with the sniggering schoolgirl attitude! Every time…read morelooked up from my phone as I was looking for my account number there she was smirking and audibly snickering and eyeing the other (more business like) representative. Can't wait till I can liquidate. Humiliation is the game?? It's not high school anymore!

Need to shout out to an awesome resource at Schwab, Kil Chang of the Downtown Crown location…read more He is right on the money and grabs me before I almost jump off the cliff when I want to sell everything before hell freezes over. His team of resources have been amazing and I highly recommend you consider a new level of support on all things that will lead you to a comfortable retirement. Talk to Kil! PM me for his contact info.

I've known Mr. Rinaldi (or Joe as he insists on me address him) for more than 15 years and have…read moretrusted him and his team to manage my financial assets. Trust is something that is earned and Mr. Rinaldi has definitely earned my trust. I've seen my investments increase through the years. My mom always taught me to save up for the rainy days and I really took that to heart. Mr. Rinaldi (Joe) sees the long term picture and he always assures me to ride out the wave. I have anxiety so I completely trust him. He and his team truly go above and beyond. Those monthly phone calls from Mr. Rinaldi himself is proof of how much he cares for his clients. Thank you QFA and Mr. Joe Rinaldi.

Plenty ,they will not respond and the scammers are out in full force.I have tried repeatedly to get…read moresomeone to call me and it's a no go.

I rolled over an old IRA with Tim at CIC. He handled all the details flawlessly with my former…read moreemployer and the old investment managers. He and I sat down and he patiently listened to my frustrations. We then devised an investment strategy. I like CIC's hands on approach. They send out hand written thank you notes and Tim is always upbeat and available. I am confident I am in good hands with CIC.

My company, 270net Technologies, has been using Davis & Associates to help us with our small…read morebusiness accounting and corporate taxes since we started the company over 10 years ago. I could not more highly recommend a company. Everything Davis & Associates has done for us over the years is of the highest quality (which is why we use them year after year). They are knowledgeable, thorough and always responsive, even during the busy tax season. As our company has grown, Davis & Associates helped us transition to more sophisticated accounting methods and helped us implement practical, right-sized solutions. They also facilitated our migration to QuickBooks, evaluating both local and hosted QuickBooks, and the transition could not have been smoother. If you're a small business or individual looking for help with accounting, income taxes, or just tax consulting, look no further.

From the owner: Davis & Associates, P.A. utilizes a unique blend of experience and expertise to provide…read moreprofessional services matched appropriately to the specific needs of each client. Attention to detail and a clear focus on solutions, not problems, set us apart. Recognizing the vast array of financial products and services from which to choose from in the market, we establish custom engagements with defined results and target dates that conform to task or project budgets. Our goal is to to deliver timely, accurate, and value-added professional services that support the needs of our clients. We specialize in Tax Preparation and Planning, Financial Reporting and Accounting, Outsourced Finance and Accounting and Consulting Services Contact us today for your Tax Consulting, Accounting, Small Business Accounting, Income Taxes, and Hosted Quickbooks needs. We serve all of Montgomery County MD, Rockville MD, Gaithersburg MD, Germantown MD, Bethesda MD and many more locations worldwide!

In this world, nothing can be said to be sure, except death and taxes…read more It would help if you got your taxes done correctly by XNE Financial Advising. This was my first year, and it will not be my last.

After receiving horrible customer service from my current tax preparer, I decided it was time to…read morefind a new preparer. I found XNE and sent them a message and soon after I had a meeting to explain my tax needs. The process was so simple and the rates were reasonable. Then Mr. Epps went above and beyond to produce our return in record time when my partner and I waited until the last minute to provide the necessary information. He did an excellent job and got it filed before the deadline. I have found my permanent tax preparer and would recommend him to anyone.

Shelia Woodard has been our account and preparer of our taxes for many years. She has always done…read morean amazing job, preparing our taxes, and helping us understand the what, why, and how to complete the process. As seniors, Shelia carefully explains what we must do, even when we call her multiple times with questions; she never puts us down and shuns away from helping us. I highly recommend Woodard & Associates to any individual who needs support in preparing their taxes. Also, Woodard and Associates in a MUST for business owners!!

I have worked with many accountant over the years. Sheila Woodward was recommended by a friend…read more She has been so helpful with all of the tax changes in 2020. She also is helping me create a plan not just for taxes but how change my practice to help me make more money and reduce expenses. She is talking to me about a 5 year plan for my practice. This is helpful beyond just getting my taxes completed on time. I would reccomend Woodard and Associates to any business owner!

Excellent service especially with taxes. Thanks for being the best of the best. Thanks for doing…read moregreat work on my corporate and personal taxes

STAY AWAY! VIJAY PAUL IS THE ABSOLUTE WORST ACCOUNTANT EVER! I went to get some papers filled out…read morefor my dad and immediately upon entering his office he was super hostile. Did not even respond to a hello! First of all, it's your job to greet the clients NOT ours. Second, he gave us a super tiny envelope. How the hell am I supposed to fit paper work in a tiny envelope? When we said it wouldn't fit, he was incredibly rude and stated "You should know better." He wanted us to bend the papers and cram it into a tiny envelope! How professional is that? On top of that, whenever you go to an accountant they usually provide you with a stamp as well as copies. Forget it with this guy! He didn't do anything of that sort! VIJAY PAUL IS A HORRIBLE HUMAN BEING AND CHEAP AS FUCK! Overall, we also sensed a ton of racism and discrimination in the treatment that we received from this man and the way he spoke to us, since we are Sikh and he is a Hindu. He may claim this review isn't true but I did go to his office and I have proof that he filled paperwork for us!

We have used Watter CPA for our tax preparation for a number of years, and we are very happy to…read morecontinue with them! The CPA practice has transitioned from a small number of people working in the Rockville office to an expanded practice under the umbrella of George Dimov, located in New York City. Throughout the transition, when we have had a question or concern, someone has always responded in a timely and positive way. Some of our investment statements are always delivered late in the first quarter. Usually, Watter CPA has been able to upload all our data except those pieces, so that they could be entered quickly, allowing us to file by April 15. When that last investment data is delivered to us too late, Watter CPA smoothly files an extension for us. The Rockville staff is courteous and efficient. Courtland (in the front office) knows us as returned clients and we are totally comfortable trusting her to follow through with any and every communication. This year was the first time that Mitchell prepared our taxes and it was clear that he understood our rather complicated income tax profile, expertly applying every credit we could have and taking the time to clearly explain the answers to every question. We are very happy to recommend Watter CPA/George Dimov Tax Service, and we look forward to continuing with them in future years. Larry & Nita Vorisek

I have been a client of this practice for several years. Everything had gone smoothly until this…read moreyear. I sent in all of my paperwork by March 19th, just after their deadline to have taxes submitted by April 15. No problem, they filed an extension for me. I followed up in April, and again in July to check on status... and received no reply. I called later in July, to see if I could speak with Alice (our accountant at the firm) directly. I tried a few times to reach her and on August 27 received an email informing me that Alice was no longer with the firm but that Ami would be handling our taxes. There was no other notice - not a note from Alice letting us know she was leaving, nor any sort of apology for the long lapse in communication. Ami then did our taxes and sent a link to review them. The numbers looked good, but she messed up the names on the return. I reached out to have her fix them. Silence. After multiple attempts, I finally got someone who was able to fix the names. I went to review the return and the refund amounts were now different by several thousand dollars. I politely inquired and was told this is due to a 529 plan distribution which they had somehow forgotten to include when they did the taxes earlier. They didn't have any receipts for offsetting expenses, so assumed there were none, and didn't bother to ask. It took a few tries to get that fixed, but they did. They then tried to submit my taxes electronically, but they input the wrong PIN numbers. The correct PINs were in the initial correspondence that I had sent them that included all of my relevant tax information. They were called out in a separate paragraph of my cover letter to the accountant. I re-provided the PINs over the phone and the IRS accepted the files, so I'm now hoping that it's all good. I am not a happy customer. I pay an accountant to do my taxes because they're supposed to keep things straight. In fact, the normal process to institute an internal controls program in any business is to hire accountants to make sure that things are properly - what's the word? oh... yeah... - accounted for. This firm couldn't communicate what was happening with their internal processes, and then made careless mistakes and oversights, and couldn't communicate with me about my taxes. And for the record - we had a mess of deductions, and the amount of the refund was sufficient that each month our tax filing was delayed cost us roughly $300 in interest. I've not seen any offer of recompense. I'm definitely not trusting this firm with my accounting going forward.