Just started using Mike's services and he is amazing. He is professional, responsive, and gets the…read morejob done! I recommended him to several friends and they have been very happy with his services. He helped me prepare my taxes and also set up my LLC. Very reasonable pricing. Highly recommended!

Mike Shakoori has been a pleasure to work with. From the start of the two of us working together he…read morehas been professional, straightforward and approachable. There was no question too big or too small that he could not provide an easy to consume response. This year I was deathly concerned that I would be in a terrible financial situation due to filing taxes late. However, with Mike's help I know that I am in a better place and understand, probably better than I ever have in the past, what was "good" and "bad" in terms of the year and how it laid out for me. I highly recommend Mike and his firm.

I wanted to share my outstanding experience with Acorn Financial Services. From our very first…read moremeeting almost two decades ago, it was evident that their expertise and dedication to tailored financial planning and advisory services is unparalleled. It has been a game-changer as they became a trusted partner in our financial journey, holistically understanding our family's financial objectives, concerns, and unique circumstances while crafting our personalized plan empowering us to make informed decisions. The firm's clear and transparent communication and patience were invaluable as they proactively and reactively responded to our situation, questions and concerns. Their expertise, knowledge and strategic guidance (taxes included) have enhanced our financial outlook and long-term aspirations for my wife and I, as well as our children. This allowed us to focus on other aspects of our lives, whether working to advance our career or spending more time with our family. Looking back at the nearly 20 years as a client, the gift of time to spend with our family, friends, career and other personal endeavors was one of the most valuable and unexpected benefits as we began the journey with them. I highly recommend Acorn Financial Services to anyone in search of a trustworthy, knowledgeable, and client-focused financial advisor and planner. I have introduced close to 30 close friends and family members as clients over the years, all with similar positive experiences.

I may have just selected a lazy account manager but he doesnt hold regular status update meetings…read moreand he is late and doesnt stay on task when he is in the meetings so my time is wasted. He cannot explain his investment strategy. I only notice Activity on my account around when I send emails inquiring about the status of my account which triigers his memory that I am a client. There are too many websites needed to manage my money since one is needed to budget, one is needed to see investments, and a third for something else. There is not one for everything. I am paying investments fees quarterly to lose money while my friends made money during the same timeframe so he cant blame the market. Go somewhere else.

Amir was patient and helped us navigate through the insurance plans. I will use him again.read more

Really surprised with the prompt response of Amir We decided…read moreto go with him after offering us a decent policy with a lot of benefits,most important reason for me was the fact that he came with price and not with estimate!

Zach and the GSP team have become indispensable to our business' financial needs. Prior to GSP, we…read morechurned through multiple accounting / professional services firms due to poor execution and sloppy bookkeeping; GSP came in, cleaned up our prior year's books, and provided some much needed financial organization and planning moving forward. The GSP team (DC Area) is incredibly responsive at all times of day/night and always strives to deliver value beyond the initial ask. They understand startups and growth-based businesses and invest in the long term relationship, proactively offering CFO and financial services. I recommend GSP wherever I go. Affordable and superb accounting services.

We started using GSP financial about 1 year ago for our personal taxes small business (in Capitol…read moreHill DC) accounting and financial needs and couldn't be happier! Zach and his team are very smart and take time to explain things so we are aware of options and can make informed decisions. When we have questions or other needs they respond quickly. Before GSP we had gone through a few accountants but did not receive the level of detail and service we felt were necessary to run our business effectively. Another small business owner recommended GSP to us, and we are so glad they did!

I recently opened an investment portfolio with this company. It was important to me that the money…read moreI contribute to my Roth IRA goes to companies that advance an agenda that I can support, and I felt that demand wealth allowed me to do that. The website was straightforward and easy to use, even though I don't know a lot about finance. Overall, I would recommend this company to anyone looking for an intuitive, user-friendly way to invest in the businesses that promote the values that you believe in.

I had a complicated tax situation, with several State Tax…read moreReturns. I took it to Mr. Rich, CPA - he solved my tax issues at a fair fee. He is very knowledgeable and experienced too. Trust - Rich for your Tax Problems, he is a real Pro.

I will try to balance this review with pros and cons…read more Pros - He is extremely knowledgeable and truly knows the tax laws like the back of his hands. His early assistance was prompt, thorough and he also is very experienced with various tax issues. Cons - He has the capacity to be highly unprofessional once his comfort level settles in. I have been on the receiving end of him yelling on the phone, and attempting to scare me into thinking if I didn't hire him and his tax attorney for assistance (for a few thousand dollars) that I could end up in prison. I could go on and will spare you the details, but the bottom line is after several weeks of his subsequent unresponsiveness, I lost a lot of time. The good news is I successfully managed on my own without help and received a favorable response from the IRS in the end. The bad news is I wasted time and experienced unnecessary stress related to Rich's exaggerated 'scare tactics' about my tax situation. While I appreciate Rich's early assistance, over time his professionalism eroded. But don't take my word for it, just take a moment to review his response to the other less than stellar review on here as he illustrates my point himself with perfection. In fact, I suspect he may take aim at me personally as well after reading this and take the same approach, so just a heads up. This review is not to steer anyone reading away from soliciting Rich's services or to imply that others' experience may mirror my own because you may very well receive issue-free service as many other reviewers seem to have had, but as this site is dedicated, largely, to providing a forum for honest reviews on service providers, I am sharing my experience with others so they can make an informed decision.

I recently visited George Vassilas and Sandra Cardona at the Langley Park location. I immediately…read moretook notice of how friendly, professional and attentive their staff was. They are also bilingual which I was very impressed with. It was an overall pleasure to communicate and work with them. So I wanted to take a few minutes out of my day to write this review to share my experience with others. Thank you again.

The team at George Vassilas office are super friendly, welcoming, and professional. I'm beyond…read moresatisfied with the service that was provided to me. Thank you!

CB Investment Management takes a superior approach in which greater returns are achieved while…read moresimultaneously taking on less risk than conventional methods. They have been a trusted partner and a wonderful resource through these volatile and changing times. We are very happy (and relieved) to have Chris Belchamber managing our investment portfolio.