I couldn't write enough good things about Chesapeake Financial Planning. I have been using them for…read moreover 15 years at least. My parents, uncle and aunt, cousins and brother uses them as well. They have moved from College Parkway to their new location which is much easier to access from RT 50 near the "Red Hot and Blue". I also love the Highs gas station nearby, but that's another story. :) They are great for quick and easy tax preparation, financial consulting, IRAs, 401K rollovers, etc... I can handle doctors, dentists, needles and even surgery, but financial advisors give me the willies. However, CFP and especially Julie, made me feel so much better and I finally feel as if I'm in control. It's really worth making an appointment and just get in there and talk to them! I can sleep better tonight knowing they are helping.

From the owner: Chesapeake Financial Planning & Tax Services is a financial and investment* advisory firm located…read morein Annapolis, Maryland. Chesapeake Financial Planning recognizes this and provides our clients personalized financial services by helping them to reach their goals and objectives through personal financial planning and prudent use of stocks, bonds, partnerships, fixed annuities and insurance services (life, health, long term care, disability).

Immense thanks to USAA appraiser Douglas Glotzbach for his first-rate work, help and customer…read moreservice in assessing the damage to my Hyundai after a fire. He worked swiftly, kept me informed throughout the process, was efficient and professional, and handled the job honestly. He clearly knows how distressing such situations are to customers and he made it so much easier for me than I thought it would be. The claim was concluded quickly and fairly and I extend my great appreciation to Mr Glotzbach and USAA.

9.24.26 A few weeks ago I drove down to Las Vegas to see…read morefamily and get away from Seattle. While traveling USAA offered me a pre-approval for one of their credit cards. While traveling my mail goes to my Pastor so I've been in contact with him about receiving the card...he hasn't yet. In the USAA app I was offered the opportunity to virtually add the new card to my gwallet and I did. I hadn't received the physical card so I didn't have the 3 digit security code on the back of the card. I didn't want to change it either for my own sense of security. Since being approved I've had to call in repeatedly and the card continues to intermittently decline. It's embarrassing and for me to call and be reassured 3 times and be declined 3 times is absolutely egregious!! Again, at 10:44 tonight, at the Red Sushi for dinner, for $51, the USAA credit card is again declined! I called USAA while at the table to resolve the issue and the rep on the phone obviously had no clue what to do because he asked me (in photos) to have the server continue to run the card and it continue to decline! I get fraud protection and I definitely appreciate it but when I'm in a restaurant and it's not a frivolous purchase. If I've explained that I'm out of town and yet to receive the card and I've validated and confirmed every single purchase attempt...4 TIMES TO 4 DIFFERENT REPRESENTATIVES! I've spoken with yet another rep who knows absolutely nothing!! This is Bullshit!!! 9.25.26 This morning I spoke with a "resolution specialist" which is an inflated title for someone who does even less than the customer service representative! After explaining my entire situation again, she starts in with the bloated canned text about their fraud protection system and how it cannot be overridden. Excuse me, that's tired bullshit to be completely honest! I've worked for a financial institution and that algorithm can be overridden...even rewritten! As I explained to the canned text girl after listening to her jargon, if it declines again I'm paying off the charges and closing ALL OF MY USAA ACCOUNTS! It's irrelevant to them I know, for me it's a statement that inept business practices will not be tolerated with any of my funds! The resolution process is non-existent and there's no sense of accountability or ownership with any of the representatives I spoke with. Speaking of fraud protection: why wouldn't the larger purchases be flagged and declined like from Main Street Station, HomeDepot or Lowe's?! I got flagged and declined for attempting to get gas and dinner! If this was their infamous attempt at one call ( resolution, it was an EPIC FAILURE. Repeatedly cold transferred and having to explain myself over and f#@!ing over again! Well see what happens...to be continued again

The Poole accounting firm is a fantastic firm. Justin poole has been doing our pets and business…read moretaxes going on 15 years and I cannot recommend them enough

I am an attorney and have generally done my own taxes. This year posed particular issues and I…read morelooked for an accountant. I interviewed a few and met with Justin Poole. He is efficient, friendly and extremely easy to work with. His entire team was the same. This is a great service group. They do business the right way and I will now be using them going forward for tax returns and tax advice. Highly recommended!

Not a good experience. We made an appointment days ahead of time, but were kept waiting for an…read morehour. We explained our situation, only for the tax professional (who was very nice) to say he couldn't help us. He also didn't know about a Maryland first time homebuyer tax exemption and was Googling it. I had to prove it exists by showing him the official document. All of our returns were scanned in, but we can't see them in the portal. The branch took no responsibility, and had us call customer service. Customer service has so far not solved our problem and needs two hours to figure this out. I've called the branch, but no one picks up.

Outstanding service and very courteous Staff were helpful…read moreexplaining how the drop off process works at their location

Extremely professional and thorough CPA. Have only good things to say about Andrew. Would recommend.read more

From the owner: Established in 01read more

I didn't have time to research a tax law so I engaged this firm. I was told a special form was…read moreneeded to be filled out in a non standard way and they would do it for $1500. They then called and said they used up the $1500 and would need $1500 more. At that point I researched the law myself- took no more than 1/2 hour in google searches and determined they had given me incorrect advice and I didn't need to complete the form. Upon calling them back, they said yes of course I didn't need to submit the form. But they had already spent $1500 in what seemed to me trying to find ways to charge me more. Seems unethical to me.

Unfortunately this firm mixed my bank account with another client, this having me receive two…read morerefunds. Instead of righting the wrong, I was asked to write a personal check to the client rather than having the firm account for their error. The first problem is that my data was given in error to another client. The second problem is that I was asked to write a personal check to their client. No ownership was taken for the mistake. I instead had the errant monies refunded to the IRS, which is the proper channel. Certainly more tedious for the other client, but the right thing to do. This firm's suggestion of me writing a personal check put me in potential auditing by IRS for "double dipping" if you will, as it would show me having two refunds in the same year. I have made my complaint to the board of accounting for the state of Maryland. I would suggest treading lightly given the lack of discretion and ethics used by this firm. I have moved on to a much more sound practice.

They were recommended by my financial adviser, and I guess they deal with more wealthy clients…read morebecause they didn't do well with us. First they hadn't called us and it was about a week or so before the tax forms were due (we gave it to them much earlier), so I had to call them to get them to tell us the status. Then when they got done, they had the wrong county for us. We then asked them to have the state send us our refund, but instead they had it redirect back to the state for the next year's taxes even though we almost always get a refund from the state. Lastly the bill was way out of proportion to the amount of work it must have taken. That hurt us more than the federal taxes we had to pay. We would never use them again or recommend them.

I had Pereira & Associates prepare my federal and state taxes, last year. I had many problems with…read moretheir preparation, including over charges which resulting from a change to my CPA, after he left the company. I was charged a higher rate, and for time it took the new CPA to come up to speed on my return. After we came to an agreement, I had asked for assistance in an IRS audit, as a result of the filing. Again, I was inappropriately charged, this time for an entire phone call, which had little to do with my audit or taxes, and again, at a higher rate then I had agreed to.

s/w Sabrina. They charge $250 just to speak with a tax consultant who will tell you how to file a…read more1099 yourself, but then another $750 to file the taxes, but apply the $250 for the first year. Other firms I have spoken with will at least give a free initial consultation.

I've been using Qualitax for years. They've supported my tax preparation and filing when we lived…read morein Annapolis and through several moves back and forth across the country. Their secure document upload process allows me to safely transmit sensitive information. Val and her team are prompt, courteous and thorough. Communications and info throughout the year are thoughtful and helpful in tax planning across 12 months, not just in April! I have seen the business grow and even through growth, the company retains high level of customer satisfaction and quality (it's in the name)!

Dan is the best. He gives quality financial advises for tax etc. We have used him for years and…read morehave always been satisified.

Jon has done my taxes for the last few years and I've had no problems. He is professional, caring,…read moreand really explains things thoroughly. Recently I needed to file an amendment and he was not available. Jon as unavailable but he worked with another Agent to get the job done, and MJ at Block Advisors was quick to reply, track down the documents, and set me with with someone knew. Thanks Block Advisors of Crofton. I'm glad I chose H&R Block for my tax needs. Shout out to John, MJ, and the new Agent for really coming through for me. Block Advisors is lucky to have you all!

If I could give this location a 0 star I would ! DO NOT GO HERE !!! Let's start with Michelle (and…read moreher daughter) who just so happened to retire this year. I was referred to her 3-4 years ago by another Firefighter in my profession. Was recently audited for 2015,2016,2017 and owe about $2600 and it's due in two weeks or I face more fines ! This location is mismanaged and ill informed about today's technological advances. Having to make multiple trips from Hughesville to Annapolis because the front desk lady says we don't do anything online. We live in 2018. And you can't email me my tax return? Very shady business ! Multiple people at my job have been audited from the state because Michelle did our taxes wrong. DONT GO HERE !!!!!

I wish I didnt have to give the 1 star just to write my review on here to warn as many people as…read morepossible from coming to this Jackson Hewitt in Annapolis. After my brother went here a MONTH AGO to get his taxes done, he still has NOT recieved his tax refunds NOR have they even filed them!!! Instead, every time he calls, they give him one excuse and flat out lie right after the other and then make another excuse or lie the next day to cover up the lies and excuses they previously feed out!! I honestly dont know how these people can even sleep at night!!! But consider yourself warned, do NOT EVER COME TO THIS JACKSON HEWITT!!!