I have been using Caldwell & Company for over 10 years. They have handled my Corporate Returns, my…read morepayroll including all quarterly reports, 401k deductions, etc. and my personal return. Their expertise and professionalism is exceptional. They have even helped my small business with Corporate meetings and assisted me with obtaining both DC Small Business Certification and Woman-owned business Certification. I have used many firms over my 35 years in business and can tell you that Caldwell is the best as they are very pro-active and make sure that my business is compliant with all tax filings and corporate reports both at the state and Federal level.

Still he worst Bill missed deductions that h and r even got at a fraction of the price. The worst…read morecpa ever, zero stars!

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.

We've been working with this insurance agency since 1990…read more They've always been excellent. Tasha Gosha, who is our main contact, has been at the agency for many years as well. She is sooooo helpful, accommodating, flexible, pleasant, and understanding. It's been very easy to work with her, for quotes, questions, claims, and requests. You can count on this agency to take care of all your insurance needs.

AVOID BOIZELLE AND ERIE! We have had homeowners insurance…read morewith Boizelle since 2004 and car insurance with them for several years longer than that. Today I got a call from them saying that our homeowners insurance was cancelled and that we are currently exposed without insurance! They said that two notices were mailed by Erie to our home but they didn't receive payment so they canceled our coverage. We have always faithfully paid our premiums when bills have come for the last 20 years. I don't know why we didn't receive their notices in the mail but I told Boizelle that it is a horrible policy to not receive a phone call about this BEFORE TAKING THE STEP TO CANCEL OUR POLICY! The first phone call was after they canceled our policy! We certainly would have paid immediately if notified by phone that it was necessary to do so. I would have even been OK with automatic payment via our credit card in order to stay covered. Bottom line, they said that to get coverage again we'd have to start from scratch by getting one of their people out to our house and drafting up a policy as if we were new customers. This is a boneheaded policy. Being left uninsured by surprise is a big deal and a poor way to treat a loyal customer. I know that there are better insurance companies out there that wouldn't have such ineffective practices. At least I know some good questions to ask other potential insurance companies before I give them our business.

This is the friendliest and most attentive CPA service I have ever dealt with over many years. No…read moreother company has proven this excellent. Ryan, the very handsome, well dressed and charming gentleman I worked with was superb. Despite his very busy schedule, he spent all the time I needed to feel confident with a new business and, in the end,I could not be happier with their services.

I have received the best services from these professionals time and time again!…read more Jo Donovan

Todd Bathgate has been doing our taxes for 30 years. He is the best CPA in the…read moreleague...responsive, competent, and friendly. He is takes a lot of stress out of our lives, and is unflappable.

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.

Mike, at the Jackson Hewitt location in the Lakeforest Mall location in Gaithersburg is…read moreoutstanding!!! The extra mile and time he take with getting and doing his best to achieve the most return for your money is totally AMAZING!!! That's why he is the bomb

I am not very happy with Jackson Hewitt I've been with them for years and my family and ex wife…read morealways been happy. My 2019 was filed in Gaithersburg. The employee did not do my taxes correct and I had to contact Jackson Hewitt, How I found out was a letter through IRS . I under the stand circumstances with the COVT. During talking to main Jackson Hewitt corporate Jackson Hewitt syud my next year which would be 2020 final would be free. That's not a guarantee money back when the employee messed up on my taxes. You want me to come back year after screwing up my taxes and give it to me for free now chance and I will let everyone know not to go to Jackson Hewitt