I worked with Mike, and was not impressed. I had all of my files in order and he entered an amount…read moretwice in the wrong place. Why the rush when you are not checking your figures. An amended return was sent late and now I'm getting interest charge from the State. Too much money paid for a simple mistake .

I used the firm for 2022, and 2023 tax returns. In 2022…read moretax, Sonny didn't treat my wife's 401k contribution as tax deducible, caused we paid $20000 more taxes (Fed, and State). In 2023 tax, he failed to put my wife's group prepaid state tax as credit, we paid $91000 more tax. I found the problems, informed him, asked him to do amend tax returns, he refused to do so. I hired an accountant to do the amend tax returns for the refund. He confirmed that Sonny missed both above.

My husband often wonders how I ever survived before I met him. Besides my absolute refusal to get…read moreoil changes for my car (13 oil changes in 11 years!), I also loved to do my own taxes. At 8pm on 4/15. Without a calculator (and I have the math skills of a pre-schooler). Heh. Living on the edge. That's me. But then we moved in together and the first year of him watching me blithely scribbling random numbers on my 1040EZ form caused him to weep copiously. By the second year, he physically wrangled my tax forms from me...and brought it to CHC CPAs. Don't tell him this, but this is one of the *very few* times he was right. Things I've learned by having a real professional work on your taxes: 1) You get more money back...even when they don't let claim your pet bunny as a dependent (hey, do you know how much bunnies cost?!? I think I should get the same tax deduction as a kid! Especially as my bunny won't be a drain on our social resources. I'm just sayin'!). 2) You save yourself a couple hours arguing with your husband if I can "fake" not living in MoCo and not pay the higher tax rate...I mean, we live in Gaithersburg...that's *practically* Frederick County (with the lower tax rate), right??? 3) You don't make your significant other cry when you proudly proclaim that the Fed is going to give you a $1,335,830 refund...because you screwed up the decimal point thingie. By *A LOT*. Oops. Heh. Yeah, I know. I am the most highly functioning ditz on the planet. But here's the OTHER awesomething thing about CHC. Unlike other tax prep places (like, H&R Block, not that there's anything wrong with them), CHC *ALSO* does financial planning.SOOOO...when you get back that super awesome refund...you can INVEST IT...which CHC does as well. So in a nutshell: unless you're Warren Buffet or Mitt Romney...call up CHC. Just like you would call a plumber to fix your drain...call a professional to do your taxes! YAY!

Ever since TurboTax effed up my taxes in 2009, I swore I'd never use a software tax filing service…read moreever again. Even as an Asian, I'm horrible at math and accounting (video games too...sigh) so I knew it was time to find an accountant. I've been working with Jonathan Cohen as my CPA for the last 4 years and it's been simply fantastic. I had a complicated (or what I thought was complicated) situation when I first became a client (multiple jobs/ living/working different states/trying to start a sole proprietorship) but Jon made it a breeze! He is extremely easy to work with as he is friendly, professional and incredibly knowledgable. Any time I have a question, he is very quick to reply via email or phone and always explained it in a way that I would understand him. I highly recommend Jon (or any of the other associates at CHC) looking for help with tax prep- they're the best.

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.

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

Dan and Selene have been great to work with. Very proactive, professional, knowledgeable and…read moreresponsive. I highly recommend this team.

It is always refreshing (and a bit surprising) to deal with CPA's who deliver more than what they…read morepromise and who go the extra mile to give their clients the best opportunities to succeed. As a Nitya client (and trained CPA myself), I have always been pleased with the quality of work and the level of concern Nitya's staff has shown me no on every single assignment. I have no reservations about recommending Nitya to anyone or about giving Nitya a stellar review.

Miki is a life saver! She fix the taxes for my business with no time!…read more I will recommend her to everyone that need a accounting service in Rockville area! Thank you Miki!

Miki is amazing. She helped me with all of my accounting…read moreneeds, simple and fast! I have already been going to her for two years, and i am never going to anyone else! She is the most reliable and professional accountant. THE BEST PART, Rosenthal accounting is NOT expensive like the rest! She is reasonably priced. Thank you!

Working with Jonatan has been great so far. He was able to find and correct mistakes in my 1120 S…read moremade by my previous tax accountant so I can attest to him being thorough. Highly recommend him.

From the owner: Aventa Tax provides small business tax planning and accounting services to businesses in Montgomery…read moreCounty, Frederick County, and surrounding Maryland areas. With over 10 years of experience, our team of experts helps businesses with tax preparation, bookkeeping, payroll, tax representation, and consulting. We are local small business accountants and enrolled agents who assist clients in Germantown, Gaithersburg, Rockville, Bethesda, Silver Spring, Frederick, Montgomery Village, and more. Our team consists of QuickBooks Certified ProAdvisors, Xero Advisors, certified Financial & Managerial Accounting Associates, and Enrolled Agents.

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.

We came to Eric for a will, trust, etc. after our State Farm agent recommended him. He is very…read moregenerous with his time, charging a flat fee instead of by the hour. Eric kindly also answered a lot of estate planning questions for my dad, and furthermore recommended my dad use an attorney where he lives, instead of keeping the business for himself. He also explained why we do not, in fact need a trust. I also really like that his flat fee included him retaining a copy of our notarized will, just in case we ever have a house fire or the like.

Great accountant for small businesses and personal tax work. Very knowledgeable and diligent in his…read morework. Available to respond to questions and prompt. Been using him for about 7 years now.

Very grateful to him putting me on a right start after a tough post-retirement period. I enjoyed…read moreworking w him.