I have been using Burman for our personal and business taxes for many years and he does a fantastic…read morejob. Burman provides excellent customer service, quick response times and answers my questions in a manner I can understand (as I am not a tax professional). I highly recommend using Berger & Associates. You will not be disappointed!

Éric and his staff were very professional in helping us complete our will and associated documents…read more His background as a CPA and attorney were very helpful as we decided on how to help our children prepare for their roles in handling our affairs. We were most pleased by his insights that made us pause and reflect on our priorities and his endless patience and time to this process.

My experience with Eric Wexler was below expectations. I setup a consultation for a question…read morearound doing a Roth IRA conversions. It involved some partial rollovers into qualified plan from IRA preceding the conversion. I had done a bit of research but wanted an expert to validate the specifics of my situation. While other attorneys I've met with in the past on other topics have a free consultation to validate they are in a position to help; Eric charges $250 for the initial conversation which is an in person meeting. He doesn't offer a first 5-10 minute phone discussion to ensure he is a fit or the need. After about a week, he called to say what I was specifically trying to do wouldn't work. I requested him to send any specific reference to the law section; IRS publication; or articles as his evaluation was contrary to what I was finding myself. He said he would send me something, but never got back to me. There was some additional up and back with questions as I sent him some IRS material after he never got back to me per above. Eric is not responsive, going weeks without a reply. He emailed me on Nov 9th apologizing that he'd been on a big project, and would reply soon. It is now Dec 2nd and still not heard. My perception is that my question was not in Eric's wheelhouse, familiarity with current rulings regarding rollovers to qualified plans from an IRA of earnings, leaving the basis behind in an IRA. In the end I felt like I wasted time and $250 without clarity. To his credit, at least he never asked for more than the initial consultation fee. But regardless I still feel as though I don't have a solid answer and would he would have been better for him to simply decline to engage on the topic during the initial meeting if this wasn't the type of thing he could get to resolve quickly or he didn't have bandwidth.

Ghion Financial and Tax Services is the best tax preparer in the DMV area. Mesfin is a tax whiz who…read morealways explains how you could be saving more money and how changes to tax laws affect you. They're always willing to go the extra mile. For example, Mesfin got my very complicated taxes done with very short notice before the tax deadline. I've been going to Ghion for tax preparation for four years now and will keep going to them for as long as I live in the DMV area. I'm always satisfied with their services. I cannot recommend them enough.

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.

Upon the death of my mother, I become trustee for her living trust. Upon assuming this…read moreresponsibility, I discovered that she had failed to file federal or state income taxes for a period of six years. During this time, she sold her primary residence and moved her residence from California to Virginia. In attempting to resolve this tax problem, I contacted two CPAs. One absolutely refused to involve himself in the matter, and the second ghosted me after our initial consultation where I described my issue. Aris X. Hart, Esq., and Safeguard Law quickly and professionally untangled this very complex tax situation for me. In accomplishing this goal, Aris and his team contacted the Social Security Administration to obtain several SSA-1099s, and several other entities to secure 1099-Rs, 1099-INTs and 1099-DIVs issued during this six-year period to develop a complete picture of my mother's tax situation. Aris and his team also contacted county records in California to develop a complete picture of the sale of my mother's primary residence in California. At the end of the day, Aris prepared thirteen state and federal returns. Throughout this work, Aris was extremely professional and regularly updated me on his progress in untangling my mother's tax problems. He demonstrated compassion, painstaking attention to detail, and was clearly motivated to help me in any way possible. As a result, I can without hesitation provide Aris with my highest recommendation. I look forward to working with him in the future.

Unfortunately, in the time since working with this firm, other issues have arisen due to the lack…read moreof communication, lack of direction, and overall lack of accountability. As a result, I'm having to course correct some things that I went to this firm, that was supposed to specialize in it, for. Years later. You see my star update, do with that what you will, take that as you may.

I've been going to Mr. James Cantwell and his lovely wife Judy for several years for my mother's…read moretaxes. He has special expertise in Trusts. We made some significant sales in my Mom's Trust taxes last year and I thought we were owing a huge amount of money per my understanding of Taxes. Fortunately, Mr. Cantwell extensive knowledge of how to use proper deductions were able to save us 10s of thousands of dollars. I highly recommended him if you have a Trust with significant Assets.

Tax Savers is absolutely amazing. Jim is knowledgeable and can answer any question you may have…read moreabout taxes. I continue to refer friends to Tax Savers and have known him for over 25 years. You cannot go wrong with this company.

I have been using Abod & Associates for the past couple of years to do my personal taxes and they…read morecouldn't be any better. I have used multiple firms in the past and I have to say this firm makes the tax process as easy as it can possibly be. I got married in November 2017 and the transition to bring my wife on board and do our joint taxes was great. This was my wife's first time using an accounting firm and I have to say - I was even more impressed with how they handled it. One of the partners (managing partner) called and walked her through everything step by step. Who takes time to do this, especially when there are a ton of other clients (and probably more important ones). We are small potatoes compared to many other people and firms they represent, so I was very impressed that we were given this kind of time and treatment. Abod & Associates contacted me this week to send in our 2018 info to date so they can start a year-end review to ensure we are on the right track. This practice is one of the many reasons why I continue to use Abod & Associates to this day. I highly recommend this accounting firm to anyone.

UPDATE: 1 April 2017 - I had a new tax firm review my 2015 tax return from the referenced period…read morebelow...please read...and guess what! You guessed it...resubmitted a corrected return and received $5,000+ reimbursement from the IRS. Don't do it folks...call someone else. It's unfortunate that this needs to be done...but it's well earned. I trusted the principle in this firm during a very difficult time...when I needed a neutral objective professional. Maybe it was the expression of empathy and understanding he expressed when agreeing to take us on that prompted my confidence in his ability to do so. My spouse & I are working our last set of taxes before finalizing divorce and to my dismay the neutrality and objectivity went out the door. Tax return drafts highly favored my spouse...mortgage interest, property tax for multiple properties...instead of dividing in a manner that resembled our circumstance...fair & equatable...were skewed to one side. And still worse he presented incomplete information in an attempt to get me to agree to a submission that favored...yet again...my spouse. If I took the bate & agreed, it would have cost me $ I cannot deal with a breach of trust and confidence...an inability to maintain an objective professional sense of loyalty to a client...whether under special circumstance or just processing a tax return. Highly disappointed...I would not recommend this firm.

Fantastic CPA!!! I can't thank you enough for saving me this tax season. My usual account was too…read morebusy and rushed thru my taxes and said I was going to have to pay this year(I have been getting a refund these past few years). He blamed it on trump and the new tax laws. I decided to get a 2nd opinion and came here and they were a pleasure to deal with and pointed out all the mistakes and things the other company missed. I ended up getting a refund!! Thanks again you are now my personal accountants for life !

Ramin is great. Very responsive and addresses all my questions and concerns. He makes tax season…read moremuch easier!