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

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.

My family has been pleased to hire Richard Marea, Esq. to prepare our taxes -- which include a…read morerental property, investment income, childcare/ education expenses, mortgages, etc. -- for the past couple years. He is stellar. Richard uses modern digital tools like Dropbox to make it very efficient to upload W2s and other paperwork at your convenience, and is amazingly responsive to questions. Communication is direct and crystal-clear, and e-signing and e-filing returns makes the whole process a breeze. My only regret is slogging through TurboTax for so many years before Richard was recommended to my thoroughly-researching wife. The 12+ unpleasant sleep-deprived last-minute hours I save each year are worth the fair price of tax preparation from Accutax. And our tax liability seems to have dropped a bit too. We recommend this service to friends and family. The perfect reviews are well-grounded.

I've been working with Accutax for personal and business returns for several years now. I'm a happy…read morerepeat customer, and continue to recommend to friends and family! Richard is exceptionally knowledgeable but MOST importantly, he is incredibly responsive, educative, and patient - he always replies quickly, takes time to explain complex tax issues whenever possible, and he is immensely open to my hundreds of questions about dozens of topics. Thank you Accutax!

I have been using Burman for our personal and business taxes for many years and he does a fantastic…read morejob. Burman provides excellent customer service, quick response times and answers my questions in a manner I can understand (as I am not a tax professional). I highly recommend using Berger & Associates. You will not be disappointed!

From the owner: Burman Berger was a practicing lawyer for 15 years, and transitioned to accountant once he realized…read moreit was his true passion. He has been a tax accountant for the last 14 years. The firm represents individuals and small businesses. We have a particular expertise with real estate professionals and investors, and with nonresidents who have to file a US tax return.

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.

Travis deserves yet another review from me. I have continued to use his services since my first…read morereview because he is the very best. Travis always knows the answer to my unique tax situation and always answers very very quickly. Not only is he knowledgeable, but he's also just a nice human being. I think Travis is a fantastic value for the services he provides. He can do a simple tax return or the individual circumstances that surround 1099, inheritance, capital gains and so on. I still highly recommend him.

Highly professional and considerate. Extreme attention to details. Timely response. I would…read moredefinitely hire him going forward for my tax filing (unless I move to another state lol)

I have used Wes for what is coming close to a decade at this point. He has helped me with every tax…read morequestion under the sun including getting our nanny a W-2 in under 24 hours. His pricing is reasonable and he is always responsive. This year was a difficult tax year due to identity theft, and he stayed with us all the way through, even helping us to track down a missing refund check 2 months later. I can't recommend his services enough.

He made a mistake on my taxes, which resulted in an unexpected refund from the IRS. When I told him…read moreabout it, I got a "meh" response and he said he must have messed up. Wtf.

I've been working with Mike for a few years now, and he's always been responsive, efficient, and…read morereliable. He makes the process quick and easy, and I really appreciate how thorough he is. He even helped me resolve an issue that came up from a mistake made by a previous tax preparer, which saved me a lot of stress. Highly recommend!

The front page of this firm's website clearly states that you can schedule a *free* consultation,…read moreclicking through the website to see what times are available. Which I did for an in-person time several days out, and got a confirmation email back. Nowhere was I required to enter detailed background information. A couple hours before the The front page of this firm's website clearly states that you can schedule a *free* consultation, clicking through the website to see what times are available. Which I did for an in-person time several days out, and got a confirmation email back. Nowhere was I required to enter detailed background information. A couple hours before the meeting, I got an email saying I could only do a 15-minute phone call. I further got a phone call about two hours before the meeting from Mike Davidow. He was abrasive on the phone, and stated their consultation fee was $400 for half an hour. He kept speaking over me and complained. All poor service. Suggest they start by improving their website and not yelling at people over the phone. Don't recommend this firm.

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.

This company has served us well! Great customer service - prompt and willing to do whatever it…read moretakes to get the help we need. Highly recommend.

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