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    Lokin Enterprises

    5.0 (1 review)
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    Services - Lokin Enterprises

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    1 More Service

    Tax planning

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    4 years ago

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    Watter CPA - Kenneth J. Watter, CPA, CFP

    Watter CPA

    (15 reviews)

    I had a 5-star experience working with Watter CPA. The staff responded quickly to emails and were…read morealways courteous and professional. Moreover, they found tax breaks that I surely would have missed had I done the taxes on my own. I recommend them highly!

    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

    CHC CPAs

    CHC CPAs

    (8 reviews)

    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.

    The Law Offices of Eric J. Wexler, CPA

    The Law Offices of Eric J. Wexler, CPA

    (9 reviews)

    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.

    Lokin Enterprises - taxservices - Updated May 2026

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