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!

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).

This is a great firm; they are professional, kind, knowledgeable, and so helpful. Our taxes are…read morecomplicated; I'm confident in their staff when handling our personal and business taxes.

From the owner: The firm's goal is to provide professional accounting, tax and management services to clients. As…read morea full service CPA firm, we focus on the quality of work to give our clients value and peace of mind. Our firm specializes in providing personal service to best suit your needs.

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

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.

I would not recommend this location to anyone. The tax associate my husband and I were working with…read morewas not only slow, but ended up seriously screwing up our return (so much so that another staff member needed to fix it and half of the return was delayed). The only positive thing I experienced was that they were able to go back 2 years and found a significant amount of money that was owed to us. From here on out, I am sticking to TurboTax.

I've gone here for 2 years now and I have a complicated tax return. Both times they have been able…read moreto help me out and make sure I get money back. They are professional and helpful. I will say I think it's a little expensive which is why they don't get a five star rating, but in my opinion it was money well spent.

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.

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)!

TMDL has been my "To Go To" CPA firm since 1982. They have…read moredelivered fantastic results for me personally and for all of my business entities for 4 decades. I could not be more pleased with their experience and tax expertise having survived several IRS audits with " No Monetary Change" results. Their proven track record would be very hard to beat and now working through estate planning and generation skipping plans with the ever changing political atmosphere it's now more important than ever to have the right CPA firm handling your financial health and well-being! I'm here for the long haul ! BJW - Annapolis MD

From the owner: TMDL is a full-service Certified Public Accounting and professional consulting practice dedicated…read moreto being a part of our clients' success.