1. Lumix CPAs and Advisors

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Chevy Chase, MD

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Lumix CPAs and Advisors

5.0 (2 reviews)
Closed • 9:00 am - 5:00 pm

Services - Lumix CPAs and Advisors

Accountants

Payroll services

Audit and conflict resolution support

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Recommended Reviews - Lumix CPAs and Advisors

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11 years ago

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JBA CPA - Meet Jim

JBA CPA

(4 reviews)

American University Park

I found Jim during the COVID pandemic when I relocated to DC from Chicago. I quickly turned my…read moreChicago condo into a rental property and moved to the DMV area. My needs are minimal but IMO, need a certain amount of finesse to get the job done. With filing state taxes in IL,VA and having a rental property in IL, I searched around for several CPAs to assist with my taxes. I found Jim after consulting several CPAs and he seemed to meet my needs at a market price. His marketing seems to be focused on SMB and dentists offices. I like that he is responsive through his mobile app/desktop portal for questions throughout the year. I like to be able to scan/upload photos of various tax documents and tag them for organization purposes. I also like the tax documents he produces for tax season and that he uses proprietary software for accounting (QuickBooks is bad!). I also use free software for accounting and gave him access, which has been helpful in situations. Perhaps this was due to a miscommunication, but I might have been initially overcharged at first for both tax preparation and accounting, when all I needed was tax prep. After clarifying with Jim, the annual amount was spread throughout the remaining months of the year. When I renewed my contract, my monthly payment adjusted for tax prep only. Highly recommended!

I was thoroughly underwhelmed. After being with a very bright, super-quick, superstar CPA for over…read more10 years in NYC, we moved to DC and were looking for a replacement. The good reviews led us to Jim Alley, but I must say they did not equal our experience. He MISSED our first teleconference appointment (great first impression), just literally did not show up. When I called him, it was clear he was out and he had forgotten, he said he'd reschedule. I've never had a business miss a call, especially without it being an emergency, and I've never seen such nonchalance for a paying customer. Unfortunately, the trend continued, with Jim taking days to respond to email, forgetting to send a Zoom link for our next appointment, sending an email to all customers the week before April 15 to say he has a family obligation and he might need to ask for tax prep extensions, etc. Good businesses have contingency plans. Also, lovely message to send paying customers - "hey, you're not my first priority". Had I known this was his philosophy, I wouldn't have picked him. No one contests the importance of family, but professionals (ourselves included) don't hide behind their personal commitments if they can't fulfill professional ones. Also decided to have an out-of-office during the holidays very late in the game (e.g. after we had already emailed him with questions) - if you know you're going to be unavailable, signal that promptly. Messages were often written with mistakes and lack of clarity, obviously put together in a very hurried manner or written on a phone, and required extra clarification, meetings were not efficient, he often forgot to answer questions we had sent, and quotes cited sometimes didn't make sense (e.g. he said it would take a few hours and cost $500 - $700 to research the tax obligations for green card holders for a specific country - I declined, and did that myself in a matter of minutes, and our previous CPA was able to answer such questions without any additional research). We had to mail checks with our tax payments ourselves, which we have NEVER had to do - our previous accountant would have the payments directly drawn from our bank account. Another nice touch of "here's the instructions, go pay your taxes". Thanks, but I'm paying you so that I don't have to do anything. By early July, we were still not done with taxes, and we had to message him repeatedly to check if we still needed to sign anything or if all necessary paperwork had been filed. The returns were finalized in mid-July (albeit with updates he kept making to them), and in December, we were still emailing him about our state tax refund, as we had not yet received it. We do not intend to use him again and will seek better options in the area (there are plenty). If a small operation run by someone who clearly has other priorities, takes his time and is not a very efficient communicator are not things that bother you, then go ahead, but just know what you're getting.

District Financial Planning

District Financial Planning

(14 reviews)

I'm a pretty financially savvy person, but I don't have the training to dig through technical fine…read moreprint and make the best decisions. I also don't want my life revolving around interest rates and tax brackets. To live my life, I needed a money guy. A guy for stuff like this. Jeff is my guy. Like many people, I had an endless list of complex calculations. Which investments should I make? Which loans are sensible to pay off and when? How can I reduce my tax burden? Which of the many available plans should I be using to save for retirement? Jeff has been prompt, efficient, and (useful for busy professionals) very easy to work with. I've been able to schedule meetings at my convenience, either at his location, in places chosen by me, or over the phone. His fee is extremely reasonable, pays for itself, and is more than worth the sense of financial security which puts my mind at ease. Now when my employer hands me a stack of fine print on investment and retirement options, I don't panic. When I think I should be investing in something, I don't worry. I have a guy for this. And knowing that has been worth every penny.

Great Service! Most of the people who comment on these sites are going to be negative regardless of…read moretheir experience. Signal's customer service was very good during my last few interactions especially at City Center Branch. The only time it took longer than usual for them to complete my request was because it was very complicated and required more time to complete. They were very thorough and took great care in their work.

Safeguard Law - Mr. Aris X. Hart is admitted to practice law in D.C., and Maryland, and to represent taxpayers before the IRS nationally.

Safeguard Law

(16 reviews)

Cleveland Park

Upon the death of my mother, I become trustee for her living trust. Upon assuming this…read moreresponsibility, I discovered that she had failed to file federal or state income taxes for a period of six years. During this time, she sold her primary residence and moved her residence from California to Virginia. In attempting to resolve this tax problem, I contacted two CPAs. One absolutely refused to involve himself in the matter, and the second ghosted me after our initial consultation where I described my issue. Aris X. Hart, Esq., and Safeguard Law quickly and professionally untangled this very complex tax situation for me. In accomplishing this goal, Aris and his team contacted the Social Security Administration to obtain several SSA-1099s, and several other entities to secure 1099-Rs, 1099-INTs and 1099-DIVs issued during this six-year period to develop a complete picture of my mother's tax situation. Aris and his team also contacted county records in California to develop a complete picture of the sale of my mother's primary residence in California. At the end of the day, Aris prepared thirteen state and federal returns. Throughout this work, Aris was extremely professional and regularly updated me on his progress in untangling my mother's tax problems. He demonstrated compassion, painstaking attention to detail, and was clearly motivated to help me in any way possible. As a result, I can without hesitation provide Aris with my highest recommendation. I look forward to working with him in the future.

Unfortunately, in the time since working with this firm, other issues have arisen due to the lack…read moreof communication, lack of direction, and overall lack of accountability. As a result, I'm having to course correct some things that I went to this firm, that was supposed to specialize in it, for. Years later. You see my star update, do with that what you will, take that as you may.

Lumix CPAs and Advisors - accountants - Updated October 2026

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