Very good customer service from a family run business who cares about their customers

Jacques Financial has won numerous national awards. The earned and deserve all of them! I have been working with Jacques Financial for about ten years. Before that I worked with a number of different tax services. Jacques is easily the best. Any time I have a tax question, I send an email and get a prompt and detailed response. Their analysis of my tax paperwork is very thorough. They often have questions. I'm grateful for their attention to detail. Our son just finished college recently and began his first full-time job. I've encouraged him to have Jacques Financial prepare his tax returns. read more

I have a masters degree in finance and used to work for a company writing tax software for low income people but I still let my husband talk me into using these people (recommendation from in laws) the first year we got married because the tax deadline fell near our wedding date and honeymoon; they still cross my mind for a split second every year when we do our taxes. Joe Jacques was mansplaining to me the whole time. He would not allow us to take deductions I knew we were rightly entitled to. Basically there was no value added whatsoever. We were just starting out and used to drive to their lush rockville offices in our beatup car just to have him fleece us. They overcharged us for things I could have done myself and done better...for stupid stuff like having his data entry ppl hand enter in our w2's. I was extremely shocked when I saw the bill: $500+++ for very simple services with no tax advantages or value added. The prices he charges are outrageous considering how easy it is to import w-2's and other records and efile these days.He charges up the wazoo but then doesnt appear to want to assume any audit risk. You are basically paying off his law school debt and for his manicured lawn. They won't be getting any more of our money. In laws have quit them too. The one great thing that came out of this is that I learned to trust my gut more and have done our taxes every year since. If you have half a brain, use the turbotax home and business edition. The more advanced turbotax modules offer more tax breaks and savings than these people with none of the haughtiness. read more

The firm is professional, they get your taxes done quickly and accurately. When I have received all my forms and completed their questionnaire I drop my information off (they also send you a mailing envelope) and within a week or so I get an e-mail telling me they're done and we just need to sign the returns. They e-file and if you give them your bank information your refund (hopefully you haven't underpaid your taxes!) will be automatically deposited into your account. Your tax information is returned to you in a neat folder for your records. Highly recommend them. read more

I agree with one of the other reviewers on here. Jacques Financial is extremely overpriced. We were quoted $500 and were told we would get 20% off for bringing in our documentation before March, which we did. We were told our taxes were ready about a week before they were due to the government, even though they had the information for almost 2 months. When we picked them up, our bill was over $600, even with the 20% off. Our returns are pretty simple, with the only irregularity being that we bought a house last year, and we did not see a huge difference in our return (meaning we do not think they found us any added tax benefits). We told them that we were expecting to pay around $400 based on our quote and the 20% off, but they insisted on the $600+ charge. They did not explain to us why there was such a vast difference in the price we were quoted and what we were billed. We spoke to Mr. Jacques' son directly, who was not only rude, but also very arrogant. He rebuffed us for not paying another $95 for a three year protection, even though I am an attorney and am confident we could fill out an amended return ourselves, if need be. They seem to want to overcharge for doing the returns to begin with and make even more money off of you if they made a mistake in filing your return. My husband and his family have been coming here for years, but they will be losing all of our business. A piece of advice for this company - a little customer service goes a long way! read more

Over the years I have either done my taxes or utilized a relative that was an accountant for most of her career. Our returns are not complicated, but they do involve schedule C and schedule A along with a few other minor items. Since this was the first year that I was looking for a true outside accountant I cast the net far and wide and got a large array of options ranging from $160 to $750 to do my taxes. The issue with most of the quotes I received was that they were quoted by the hour with no clear answer of how many hours it would take to finish the task (the guesstimate was 3-4 hours). In speaking and meeting with Joe and his staff, not only were they personable but their pricing is a fixed price per form. So for $425, all the basic tax forms were covered (1040, Schedule A, state) and then for an extra $75 he completed the required Schedule C. (As a plus, he took $100 off of the overall bill for being an Angie's List referral) Joe took one hour for an initial meeting where he gathered information and provided me with "homework" (aka. items I had forgotten). He also took the time to explain why in my case it made sense to utilize an accountant rather than having a DIY project (I'm under the impression that he has told others that they could do their taxes on their own). Once I got back to him with the additional information, he turn around my tax returns in a few days. Not only that, but after tax season is over, he will look at prior year returns to see if any of them could be advantaged by a refiling. Finally, he will meet with us without any additional charge to discuss tax planning/prep for 2011. For my first time, it was a good and smooth experience and I would definitely recommend him to anyone that is looking for help with tax prep. read more

This place is a rip off. I usually pay around 200 dollars to get my taxes done, but at Jacques I paid 600. I was not told this prior. When I inquired about the price, the front desk and Mr. Jacques were not conciliatory nor sympathetic. It literally took about 20 mins for him to do my taxes, which I thought was odd. He never asked for any of my bank statements. My taxes are incomplete because of this and I have to go to ANOTHER accountant, file an extension and get this done right. This is a money making operation and NOT a solid accounting firm. Editing this of October 2017: I just received another letter from that state of Maryland stating that I did not file correctly for 2016. Mr. Jacques treated my like a little girl who should run home to a man (I'm not married and I am 37). The problem was that they did my taxes WRONG and then CHARGED me for it. In 2017 I made more money than in 2016 (the fact is that I DID make money in 2016 and by Mr. Jacques NOT looking at my bank statements he couldn't have know. I came in with my bank statements, FYI.) Get your taxes done by someone competent because it all falls back on the individual person, not the account who screws it up. read more

After years of doing my own taxes, I decided I finally needed some professional assistance and a friend recommended Jacques Financial for my 2015 returns. Upon arrival at their office, I was courteously greeted by Margret at the front desk and met with Joe Jacques as scheduled. He was very thorough and professional, asking all the right questions to ensure my returns would be done properly and with the appropriate deductions. The entire experience was quick and efficient, and I could not be happier with the high level of service received from JF. Highly recommend! read more

I used Jacques Financial to prepare my 2015 Tax Return and could not be happier to have found this firm. Mr. Jacques impressed me with his high level of expertise and professionalism. He's an excellent strategist, something that you can't purchase from a tax software or even the big tax chains like Liberty and H&R block. He delved into my situation and was able to answer all my questions that I had trouble finding answers to. I appreciate his holistic approach because not all business are the same. The entire Jacques Financial team excellent service and I will be using them for years to come! read more

I recently moved from California to Maryland and being new to the area used Angie's List to find an accountant. So delighted that JACQUES FINANCIAL was offering a promotion. Joe is as personable as he is professional. He listened to my singular issues that needed extra attention and took care of everything to the letter. His staff, Margaret is as helpful and efficient as she is delightful and when I didn't understand my completed returns, Jeremy came out immediately to offer me a detailed explanation. All his staff are as accommodating and proficient as Joe and went out of their way to help me complete all the forms, which were sent out electronically. I will be sure to use JACQUES FINANCIAL and his team again next year and highly recommend anyone to use their services. read more