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.

Always a great experience! I have been filing my taxes with Borges for the last 4 years and have…read moreconsistently had a great experience. They are super knowledgeable and helpful when answering questions. Looking forward to using them for many years to come!

Surprised about the reviews which paint a completely opposite view to f my experience. I called…read moreseveral days ago - when the opened and was told that the primary contact would be in touch with me by end of day - that was a lie. I did not receive a message back until shortly before 9 pm on Friday. When I called back, I heard automated message saying they are all out on vacation for next couple weeks. It's hard- no - it's impossible to get any kind of decent service from "un"professional tax (experts?) around here. I'm taking my business to Virginia where my friends get good service. I don't trust the reviews here as they don't correspond at all to my experience with borges. Horrible lack of service and availability.

Grossly overcharged us. Unable to give us a detailed billing. Pretty bad for an accounting firm…read more Added entries long after the dates the services were allegedly performed.

This is an excellent CPA office. The office manager (Harriet) is friendly and extremely helpful…read more The group is thorough with the accounting and is very detail oriented. I highly recommend this CPA group.

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

We have used The Original Tax Center for over thirty years. both while we were posted overseas and…read moreresident in the US. We have always received highly professional and courteous service from the Holts and their staff. They resolved to our benefit a number of tricky issues that an earlier tax preparer inflicted on us. We look forward to continuing to work with John Holt in the years to come.

In tax year 2020, John Holt provided incorrect advice on a fairly simple ITIN application that has…read morenow resulted in a $6000 tax bill. His advice was incorrect, flippant, and the care factor from his office ranged from zero to zero over 3 years. I am a single parent and was unemployed for most of last year. This tax bill is a BIG deal for me and he wont take calls or claim against his insurance for his poor 'service'. I sorely regret ever engaging him as my agent. Super nasty tax agent.

HORRIBLE!!!! Do NOT use this company. We were under contract for 63 days with this lender. ZERO…read morecommunication, missed deadlines, false promises, lender had an expired mortgage license (how do you not know this????), lie after lie after lie. Did I mention this company is HORRIBLE?????????!!!!!!!!!????????

With interest rates dropping, my husband and I were looking into refinancing, and we knew there was…read moreno one else other than Scott we could trust. Sure enough, he got us a spectacular rate, and we are due to close very very shortly. He was, once again, with us every step of the way...even going as far as texting us reminders to sign forms as they come out! With Scott, you can be sure that things will get done quickly and efficiently. Thanks again!

My family has used Begosh for the past 35-40 years. Fantastic to work with and appreciate all of…read moretheir efforts even when i'm scrambling...not every year though :-) Can't go wrong!

Do not waste your time or money with these unprofessional fools. I met with Martin Begosh CPA on…read moreMarch first. Today is May 16th and he has yet to file my taxes. He is not accepting my calls, returning my calls and has literally left me hanging and I usually do my own taxes and get my refund in February!

Ivone Ramos is a very detailed oriented Certified Public Accountant. I recommend her fully. Many…read moreof my friends have been benefited from her profesional services. Small Businesses have an incredible allied on Ms Ramos. She is a soldier defending her clients before the IRS. Ms Ramos goes out of her way to verify that all the detailed accounting information is correct, and she advises entrepreneurs about the business practices. I will remain being her client forever... I recommend you do then same. Ivone Ramos es buenísima y a los comerciantes y empresarios Latinos nos ayuda muchísimo. Se las recomiendo con gran entusiasmo!!